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Callan Family Office, LLC

● SEC registered since 2022CRD 317446SEC# 801-122987Radnor, PA
Export (members)
Reg. AUM
$6.67B
Employees
42
Accounts
1,848
Location
Radnor, PA

Callan Family Office, LLC assets under management

Callan Family Office, LLC operates as an SEC-registered investment adviser based in Radnor, PA. The firm has been registered since 2022. It reports $6.7 billion in regulatory assets under management and employs 42 people.

Callan Family Office, LLC owners & executives

22 reported
NameTitleOwnershipSince
Blue Wolf Ventures, LLC ControlMember5-10%2022
Dch Capital Management LLC ControlManaging Member5-10%2022
Douglas W Evans ControlChief Investment OfficerUnder 5%2022
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Frequently asked questions

How much does Callan Family Office, LLC manage?

Callan Family Office, LLC reports $6.7 billion in regulatory assets under management on its Form ADV.

How many employees does Callan Family Office, LLC have?

Callan Family Office, LLC reports 42 employees.

Where is Callan Family Office, LLC located?

Callan Family Office, LLC is based in Radnor, PA and has been SEC-registered since 2022.

Does Callan Family Office, LLC disclose fund performance?

Callan Family Office, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 King of Prussia Road, Suite 650, Radnor, PA 19087
Phone(877) 506-7990
Fax(267) 285-2702
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$5.91B
Non-discretionary$755.3M
Total (RAUM)$6.67B