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Kristofer Thomas Kelleher

Hirtle & Co., LLC

West Conshohocken, PA

CRD 4367615

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Employer firm

Hirtle & Co., LLC CRD 105403

$25.4B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Hirtle & Co., Llc

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2021-05-28
  • PA RA
    APPROVED
    Since 2021-05-28

Branch Locations

300 Barr Harbor Drive Fifth Floor, West Conshohocken, PA 19428-2998 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wilshire Associates Incorporated Pittsburgh PA 06/2012 08/2020
Foreside Fund Services, Llc Pittsburgh PA 12/2018 08/2020
Hirtle, Callaghan & Co., Llc West Conshohocken PA 04/2021 Present
Unemployed Cochranville PA 09/2020 04/2021
  • 06/2012 → 08/2020
    Wilshire Associates Incorporated
    Pittsburgh, PA
  • 12/2018 → 08/2020
    Foreside Fund Services, Llc
    Pittsburgh, PA
  • 04/2021 → Present
    Hirtle, Callaghan & Co., Llc
    West Conshohocken, PA
  • 09/2020 → 04/2021
    Unemployed
    Cochranville, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-05-28
S63 Uniform Securities Agent State Law Examination 2001-10-01
  • S65 Uniform Investment Adviser Law Examination
    2021-05-28
  • S63 Uniform Securities Agent State Law Examination
    2001-10-01
Other Names
  • Kristofer Thomas Kelleher

View on SEC IAPD

Nearby Firms

VERDIS INVESTMENT MANAGEMENT, LLC
BARTON INVESTMENT MANAGEMENT, LLC
RH TAILWIND MANAGEMENT, LLC

Nearby Investors

HENRY BARTON RILEY
JANNA MARTINELLI FORTE
MICHAEL DONALD JONES

Nearby Offices

VERDIS INVESTMENT MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA
BARTON INVESTMENT MANAGEMENT, LLC · W. CONSHOHOCKEN, PA
RH TAILWIND MANAGEMENT, LLC · WEST CONSHOHOCKEN, PA

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