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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: West Conshohocken, PA HQ: West Conshohocken, PA

Hirtle & Co.

$24.4B Total AUM · Institutional LP profile covering 24 historical fund disclosure records ($1.93B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Infrastructure, Real Estate, Real Assets (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
24
5 Open Source Trails Below
Sum of Disclosed Rows
$1.93B
Total AUM: $24.4B
Median Disclosed Amount
$87.5M
Range: $10.0M – $152.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/24)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Hirtle & Co.

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 24 total tracked records (+19 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Digital Alpha Fund IIIAdviser 7.B Vehicle Infrastructure 2025
$152.9M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Pimco Commercial Real Estate Debt Fund VAdviser 7.B Vehicle Real Estate 2025
$126.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
CBRE Asia Value Partners 7 SCSpAdviser 7.B Vehicle Real Estate 2025
$113.0M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Copenhagen Infrastructure VAdviser 7.B Vehicle Infrastructure 2024
$10.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Anzu North America Tech Leaders Fund, L.P.Adviser 7.B Vehicle Growth Equity 2024
$143.6M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Hirtle & Co.

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Hirtle & Co. (OCIO / Wealth RIA, $24.4B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 17.0% vs. 15.2% Actual; $439.9M Unallocated Target Bandwidth). SEC Form ADV (801-32688, CRD #105403) verified $24.44B discretionary AUM (Item 7.B Schedule D Private Feeder Funds); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-03-22

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Hirtle & Co.

532 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Hirtle & Co. (23 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 9 Shared Vehicles

District of Columbia DCRB

Public Pension Plan Washington, DC
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apothecary Capital Corp Fund II (2023 Vintage)
Hirtle & Co.: $128.5M · SEC Form ADV 7.B
District of Columbia DCRB: $70.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Appian Natural Resources Fund III (2023 Vintage) · Apollo Investment Grade Value Fund II (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 8 Shared Vehicles

Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account

Insurance Company Savannah, GA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Appian Natural Resources Fund III (2023 Vintage)
Hirtle & Co.: $112.5M · SEC Form ADV 7.B
Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account: $44.0M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Apothecary Capital Corp Fund II (2023 Vintage) · Ara Fund III, LP (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 8 Shared Vehicles

Catskill Bitterroot Cavendish Mutual & Casualty Insurance General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Apollo Investment Grade Value Fund II (2023 Vintage)
Hirtle & Co.: $49.0M · SEC Form ADV 7.B
Catskill Bitterroot Cavendish Mutual & Casualty Insurance General Account: $59.5M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Apothecary Capital Corp Fund II (2023 Vintage) · Appian Natural Resources Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+529 Additional Institutional LPs Report Shared Vehicles with Hirtle & Co.

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

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You are viewing 5 open public preview records (out of 24 total tracked records for Hirtle & Co.) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 24 tracked historical disclosure records (+19 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (532 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Hirtle & Co.

Buyout LPs →Private Credit LPs →Infrastructure LPs →Real Estate LPs →Real Assets LPs →

Frequently Asked Questions: Hirtle & Co.

What type of institutional allocator is Hirtle & Co. and what is their typical disclosed ticket size?

Hirtle & Co. is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: West Conshohocken, PA; Headquarters: West Conshohocken, PA). Across 24 historical disclosure records tracked on Prilago ($1.93B total parsed USD across disclosed rows), the median disclosed amount is $87.5M (range: $10.0M to $152.9M).

Which private-market strategies appear in Hirtle & Co.'s public disclosures?

Hirtle & Co. has disclosed records across Buyout, Private Credit, Infrastructure, Real Estate, Real Assets. Open preview records include Digital Alpha Fund III (2025 Vintage), Pimco Commercial Real Estate Debt Fund V (2025 Vintage), CBRE Asia Value Partners 7 SCSp (2025 Vintage), Copenhagen Infrastructure V (2024 Vintage).

How are Hirtle & Co.'s historical records substantiated and separated from active searches on Prilago?

Records for Hirtle & Co. cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Hirtle & Co.'s full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/hirtle-and-co or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Hirtle & Co.?

In Prilago's bilateral commitment graph, Hirtle & Co. shares resolved underlying fund vehicles with 532 institutional LPs across 23 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include District of Columbia DCRB (9 shared vehicles, e.g. Apothecary Capital Corp Fund II (2023 Vintage)), Bonaventure Boise Basin Sandberg Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Appian Natural Resources Fund III (2023 Vintage)), Catskill Bitterroot Cavendish Mutual & Casualty Insurance General Account (8 shared vehicles, e.g. Apollo Investment Grade Value Fund II (2023 Vintage)).

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