Callan LLC

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Assets, Funds, Holdings

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CAFR Data
Callan LLC
CRD #107687
SEC #801-9219
CIK #727947
AUM $19.9 BB (100% Disc, 100% US)
Employees191 (86% Investors, 0% Brokers)
Phone415-974-5060
Address600 Montgomery Street
San Francisco, CA 94111
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($BB)
30241812602000200620132020
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Micro Cap Value Fund [2013-05-15] 105.9 153.9
Other Diversified Alpha Group Trust 369.1
View All
Fund Directors # Filings # Firms 2011 - 2020
BNY Mellon Trust of Delaware 21 5
James Callahan 1 1
Inga Sweet 1 1
Callan LLC 1 1
Ann De Luce 1 1
Gregory Allen 1 1
Ronald Peyton 1 1
Callan Associates Inc 1 1
Trustee Bny Mellon Trust of Delaware 1 1
Investment Manager Callan Associates Inc 1 1
Comparable Firms State AUM ($BB)
Stancorp Investment Advisers Inc
OR 21.0
FMR Investment Management UK Limited
20.3
Genesis Investment Management LLP
20.0
GQG Partners LLC
FL 19.8
Guidestone Capital Management LLC
TX 19.6
Comgest Asset Management International Limited
19.6
AXA Rosenberg Investment Management LLC
CA 19.3
Nikko Asset Management Europe Ltd
19.2
Egerton Capital US LP
CA 18.4
Melody LJ & Co
TX 18.3
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