Callan LLC

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Assets, Funds, Holdings

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Callan LLC
CRD #107687
SEC #801-9219
CIK #727947
AUM $19.9 BB (100% Disc, 100% US)
Employees191 (86% Investors, 0% Brokers)
Phone415-974-5060
Address600 Montgomery Street
San Francisco, CA 94111
Source IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($BB)
Type Private Fund Form D Sold ($MM) AUM ($MM)
Other Micro Cap Value Fund 2013-05-15external
105.9
153.9
Other Diversified Alpha Group Trust
369.1
View All
Fund Directors # Filings # Firms 2011-2019
BNY Mellon Trust of Delaware 20 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
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