Callan Capital LLC

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Assets, Funds, Holdings

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CAFR Data
Callan Capital LLC
CRD #142527
SEC #801-67379
CIK #
AUM $825.4 MM (100% Disc, 96% US)
Employees10 (40% Investors, 0% Brokers)
Phone858-551-3800
Address1250 Prospect Street
La Jolla, CA 92037
Source [IAPD] [Website] [Twitter] [Instagram]
Total AUM ($MM)
85568451334217102004200920142020
Sector Holding Cap ($MM) Value ($MM)
PRF63.8
VEU55.4
VXUS15.7
MLPX14.3
GSLC13.6
XLK12.4
XLV7.4
FNDB6.6
XLY6.6
VO5.9
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Holdings by Sector ($)
0.30.20.20.10.10.02014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
PE Callan Capital Distressed Debt and Income Opportunity Fund I LP A Partnership 1.1
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Biechele Royce Advisors Inc
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van GORP LLC
NY 0.2
Sagent Wealth Management
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William B Walkup & Associates Inc
SC 0.1
CornerStone Asset Management Inc
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Joseph Gunnar & Co LLC
NY 0.0
Symfonie Capital LLC
0.0
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