Callan LLC


Assets, Funds, Holdings

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Callan LLC
CRD #107687
SEC #801-9219
CIK #0000727947
AUM $15.2 BB (100% Disc, 100% US, 2021-03-22)
Employees 198 (82% Investors, 0% Brokers)
Address600 Montgomery Street
San Francisco, CA 94111
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($BB)
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Micro Cap Value Fund [2014-03-27] 105.9 181.1
Other Diversified Alpha Group Trust 2013-02-05 369.1
Limited Partners2011 - 2021
Alaska Division of Retirement and Benefits
Illinois Municipal Retirement Fund
Minnesota State Board of Investment
New York City Employees' Retirement System
Orange County Employee Retirement System
Teachers' Retirement Security for Illinois Educators
Washington State Investment Board
Form D Directors # Filings # Firms 2011 - 2021
BNY Mellon Trust of Delaware 30
Gregory Allen 6
James Callahan 2
Investment Manager Callan Associates Inc 1
Ann de Luce 1
Callan Associates Inc 1
Ronald Peyton 1
Inga Sweet 1
Trustee Bny Mellon Trust of Delaware 1
Callan LLC 1
Comparable Firms State AUM ($BB)
Alps Advisors Inc
CO 16.2
Wells Fargo Bank NA
FS/KKR Advisor LLC
PA 15.8
IFM Investors US Advisor LLC
NY 15.6
Hilltop Securities Asset Management LLC
TX 15.6
Silverbay Capital Management LLC
NY 15.3
Sentry Investment Management LLC
WI 15.2
Setanta Asset Management Ltd
Regions Investment Management Inc
AL 14.5
Manulife Investment Management North America Limited
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