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| Callan LLC
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|---|---|
| CRD # | 107687 |
| SEC # | 801-9219 |
| CIK # | 0000727947 |
| AUM | 41.94 B (2026-03-24) |
| Employees | 202 (81% Investors, 0% Brokers) |
| Phone | 415-974-5060 |
| Address | One Bush Street San Francisco, CA 94104 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Micro Cap Value Fund | [2014-03-27] | 105.9 M | 181.1 M |
| Filed 2022-05-10 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $25,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | Diversified Alpha Group Trust | 2013-02-05 | 369.1 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 4 | 8.7 |
| (g) Pension and profit sharing plans | 250 | 32.4 |
| (h) Charitable organizations | 51 | 0.5 |
| (i) State or municipal government entities | 151 | 0.0 |
| (j) Other investment advisers | 20 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 248 | 0.3 |
| (n) Other | 13 | 0.0 |
| Total | 25 | 41.9 |
| By Discretionary | ||
| Discretionary | 25 | 41.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 25 | 41.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 41.9 | |
| Total | 25 | 41.9 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Bny Mellon Trust of Delaware | Executive Officer | 34 | 6 | |
| Gregory Allen | Executive Officer | 6 | 2 | |
| James Callahan | Executive Officer | 3 | 2 | |
| Bny Mellon Trust of Delaware | Executive Officer | 2 | 1 | |
| Callan Associates Inc | Promoter | 1 | 1 | |
| Jennifer Gallo | Executive Officer | 1 | 1 | |
| Ronald Peyton | Executive Officer | 1 | 1 | |
| Trustee Bny Mellon Trust of Delaware | Promoter | 1 | 1 | |
| Ann de Luce | Executive Officer | 1 | 1 | |
| Callan LLC | Executive Officer | 1 | 1 | |
| View All | ||||
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $6.8B |
| Clients | 712 |
| Serves | Institutional |
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