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CALLAN
CALLAN LLC
CRD 107687 · SEC 801-9219
ONE BUSH STREET, SUITE 700, SAN FRANCISCO, CA, 94104, United States
Phone
415-974-5060
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$41.94B
Discretionary AUM
$41.94B
Team
202 total employees; 164 advisory reps; 712 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees; A PERCENTAGE OF ASSETS ON WHICH WE CONSULT
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (institutions)Pension consultingSelection of other advisersASSET OWNER CONSULTING AND EDUCATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 4 | $8.69B |
| Pension/profit sharing plans | 250 | $32.44B |
| Charitable organizations | 51 | $464.5M |
| State/municipal entities | 151 | $0 |
| Other investment advisers | 20 | $0 |
| Corporations/business entities | 248 | $346.0M |
States served
VT, AK, AZ, CA, CO, DC, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, NE, NV, NJ, NY, NC, OH, OR, PA, TN, VA, WI, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
Official SEC filing: View on IAPD