Kristofer Thomas Kelleher
Investment adviser representative at Hirtle & Co., LLC
14 yearsExperience
1 stateRegistered in
$25.4BFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
14 years in the industry.
- Hirtle & Co., LLCMay 2021 to now
- Hirtle, Callaghan & Co., LLCApr 2021 to now
- UnemployedSep 2020 to Apr 2021
- Foreside Fund Services, LLCDec 2018 to Aug 2020
- Wilshire Associates IncorporatedJun 2012 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Hirtle & Co., LLC
$25.4BAssets managed
1,791Clients
38Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4367615
- Firm CRD
- 105403