| Name | Title | Ownership | Since |
|---|---|---|---|
| Callan Holdings Inc. Control | Member | Over 75% | 2021 |
| Gregory C Allen Control | Ceo & Chief Research Officer, & Director (elected Manager) | Under 5% | 2018 |
| Inga B Sweet Control | Evp, Coo & Director (elected Manager) | Under 5% | 2017 |
Callan LLC reports $37.8 billion in regulatory assets under management on its Form ADV.
Callan LLC reports 202 employees.
Callan LLC is based in San Francisco, CA and has been SEC-registered since 1973.
Callan LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Bush Street, Suite 700, San Francisco, CA 94104 |
| Phone | 415-974-5060 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 727947 |
| Discloses disciplinary history | No |
| Discretionary | $37.78B |
| Non-discretionary | $0 |
| Total (RAUM) | $37.78B |