AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $4.2 |
Non-Discretionary | $0.0 |
Total | $4.2 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $4.2 |
Institutional | $0.0 |
Total | $4.2 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
HIRTLE, CALLAGHAN & CO., LLC | $19.2 | 105403 | |
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2024 GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII(A) GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2020 GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2022 GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN SELECT EQUITY GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN GP, LLC | $0.0 | - | |
HIRTLE CALLAGHAN SELECT EQUITY III GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2024-10-01 | $4.2 | $0.0 | 0% | 0 | 0 | 0% |
2024-04-02 | $4.2 | $0.0 | 0% | 0 | 0 | 0% |
2023-04-04 | $3.5 | $0.7 | 20% | 0 | 0 | 0% |
2022-04-01 | $3.8 | $0.4 | 11% | 0 | 0 | 0% |
2021-04-05 | $2.8 | $1.5 | 52% | 0 | 0 | 0% |
2020-04-01 | $2.5 | $1.7 | 66% | 0 | 0 | 0% |
2019-04-01 | $1.0 | $3.2 | 324% | 0 | 0 | 0% |
2018-04-02 | $1.0 | $3.2 | 315% | 0 | 0 | 0% |
2017-04-01 | $1.2 | $3.1 | 267% | 0 | 0 | 0% |
2016-04-01 | $0.7 | $3.5 | 474% | 0 | 0 | 0% |
2015-04-01 | $0.8 | $3.4 | 404% | 0 | 0 | 0% |
2014-04-01 | $0.5 | $3.7 | 769% | 0 | 0 | 0% |
2013-04-01 | $0.3 | $4.0 | 1467% | 0 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
PA, PA-03/30/2012 |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV