HC CAPITAL PARTNERS, LLC

Adviser information for HC CAPITAL PARTNERS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 0
Investment Advisory/Research 0
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 0
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 29 $4.2B
Non-Discretionary 0 $0
Total 29 $4.2B

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 0 $0
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 29 $4.2B
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0

Services

Advisory Services Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers)
Compensation % of AUMPerformance-based fees
Other Business Activities Commodity pool operator or commodity trading advisor

Identifiers

SEC RIA File Number 801-73781
SEC ERA File Number 801-73781
SEC CIK Numbers None
SEC CRD Numbers 160737
Legal Entity Identifier None

Principal Office

300 BARR HARBOR DRIVE
FIFTH FLOOR
WEST CONSHOHOCKEN
PA
United States
Monday - Friday, 8:30AM - 5:30PM
Tel: 610-828-7200, Fax: 610-828-7425

Chief Compliance Officer

UMAR F. EHTISHAM
CHIEF RISK OFFICER
300 BARR HARBOR DRIVE
FIFTH FLOOR
WEST CONSHOHOCKEN
PA
United States
Tel: 610-943-4186
Fax: 610-828-7425
(Full email address available in API data)

Regulatory Contact

JAMIE R. EISNER
GENERAL COUNSEL
300 BARR HARBOR DRIVE
FIFTH FLOOR
WEST CONSHOHOCKEN
PA
United States
Tel: 610-943-4173
Fax: 610-828-7425
(Full email address available in API data)

Industry Affiliates

HIRTLE CALLAGHAN GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2020 GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2022 GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2024 GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A) GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII(A) GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN SELECT EQUITY GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN SELECT EQUITY III GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC Sponsor, GP, manager of pooled investment vehicles
HIRTLE, CALLAGHAN & CO., LLC Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
HIRTLE CALLAGHAN ALTERNATIVE CREDIT OPPORTUNITIES OFFSHORE PORTFOLIO LTD. PRIVATE CREDIT FUND $212.1M $0.5M 67
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2020, L.P. Private Equity Fund $83.1M $0.5M 79
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2022 (A), L.P. Private Equity Fund $3.5M $0.5M 29
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2022 (B), L.P. Private Equity Fund $22.4M $0.5M 87
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2024 (A), L.P. Private Equity Fund $0.0M $0.1M 30
HIRTLE CALLAGHAN PRIVATE EQUITY FUND 2024 (B), L.P. Private Equity Fund $0.0M $0.5M 6
HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A), L.P. Private Equity Fund $30.0M $0.5M 50
HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A), L.P. Private Equity Fund $59.0M $0.5M 98
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XI(A), L.P. Private Equity Fund $63.9M $0.5M 72
HIRTLE CALLAGHAN PRIVATE EQUITY FUND XII (A), L.P. Private Equity Fund $142.4M $0.5M 67
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2020, LIMITED Private Equity Fund $189.2M $0.5M 59
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2022 (A) LIMITED Private Equity Fund $7.0M $0.5M 42
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2022 (B) LIMITED Private Equity Fund $45.4M $0.5M 22
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2024 (A) LIMITED Private Equity Fund $0.0M $0.3M 30
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND 2024 (B) LIMITED Private Equity Fund $0.0M $0.4M 14
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND IX LIMITED Private Equity Fund $65.0M $0.5M 55
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND X LIMITED Private Equity Fund $164.4M $0.5M 67
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND XI LIMITED Private Equity Fund $94.0M $0.5M 51
HIRTLE CALLAGHAN PRIVATE EQUITY OFFSHORE FUND XII LIMITED Private Equity Fund $297.0M $0.5M 64
HIRTLE CALLAGHAN SELECT EQUITY FUND II, LP Hedge Fund $32.8M $0.5M 33
HIRTLE CALLAGHAN SELECT EQUITY FUND III, LP Hedge Fund $338.2M $0.1M 139
HIRTLE CALLAGHAN SELECT EQUITY FUND, LP Hedge Fund $876.2M $0.1M 108
HIRTLE CALLAGHAN SELECT EQUITY MASTER FUND, LP Hedge Fund $909.0M $0.5M 2
HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES FUND, L.P. CLOSED-END SERIES 1 Private Equity Fund $0.0M $0.1M 90
HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES FUND, L.P. CLOSED-END SERIES 2 Private Equity Fund $1.5M $0.1M 97
HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES SPC CLOSED-END SEGREGATED PORTFOLIO 1 Private Equity Fund $0.4M $0.1M 25
HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES SPC CLOSED-END SEGREGATED PORTFOLIO 2 Private Equity Fund $3.2M $0.1M 31
HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES SPC CLOSED-END SEGREGATED PORTFOLIO 3 Private Equity Fund $8.1M $0.1M 31
HIRTLE CALLAGHAN VENTURE CAPITAL FUND 2022, L.P. Private Equity Fund $10.3M $0.5M 22
HIRTLE CALLAGHAN VENTURE CAPITAL FUND 2024, L.P. Private Equity Fund $0.0M $0.5M 2

Control Persons

Name Type Entity Title Since Ownership
HIRTLE, JONATHAN, JACOB Individual HIRTLE CALLAGHAN HOLDINGS, INC. PRESIDENT, EXECUTIVE CHAIRMAN 08/2008 > 75%
HIRTLE, JONATHAN, JACOB Individual PRESIDENT, EXECUTIVE CHAIRMAN 03/2009 < 5%
HIRTLE, CALLAGHAN & CO., LLC Domestic Entity MEMBER 03/2009 > 75%
HIRTLE CALLAGHAN HOLDINGS, INC. Domestic Entity HIRTLE, CALLAGHAN & CO., LLC MEMBER 08/2008 > 75%
HIRTLE CALLAGHAN HOLDINGS, INC. Domestic Entity HIRTLE, CALLAGHAN & CO., LLC, SOLE MEMBER OF HC CAP PARTNERS, LLC, SOLE MEMBER OF HIRTLE CALLAGHAN SP OPPORTUNITIES 2009 GP, LLC MEMBER 05/2009 > 75%
EHTISHAM, SYED, UMAR FAISAL Individual CHIEF COMPLIANCE OFFICER & CHIEF RISK OFFICER 05/2018 < 5%
EISNER, JAMIE, ROBERT Individual GENERAL COUNSEL 09/2018 < 5%

No. Employees, Historic

0002020202120222023202420250 on 3/30/20200 on 3/31/20210 on 3/31/20220 on 3/31/20230 on 3/29/2024

RAUM, Historic

5B3B02020202120222023202420252541476288 on 3/30/20202773148098 on 3/31/20213794541355 on 3/31/20223529725596 on 3/31/20234224457143 on 3/29/2024

No. Clients, Historic

3015020202021202220232024202517 on 3/30/202020 on 3/31/202125 on 3/31/202224 on 3/31/202329 on 3/29/2024