Callan LLC

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Assets, Funds, Holdings

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Callan LLC
CRD #107687
SEC #801-9219
CIK #727947
AUM $19.9 BB (100% Disc, 100% US)
Employees191 (86% Investors, 0% Brokers)
Phone415-974-5060
Address600 Montgomery Street
San Francisco, CA 94111
Links IAPDexternal EDGARexternal Websiteexternal Twitterexternal LinkedInexternal
Total AUM ($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
Limited Partners 2011 - 2019
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
Fund Directors # Filings # Firms
Investment Manager Callan Associates Inc 3 1
Ann De Luce 3 1
BNY Mellon Trust of Delaware 3 5
Gregory Allen 3 1
Trustee Bny Mellon Trust of Delaware 3 1
Callan LLC 2 1
Ronald Peyton 2 1
Inga Sweet 1 1
James Callahan 1 1
Callan Associates Inc 1 1
Comparable Firms State AUM ($BB)
UT Investment Management Corp
CT
21.0
Holbein Associates Inc
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20.5
FMR Investment Management UK Limited
20.3
Genesis Investment Management LLP
20.0
TPG Capital LP
TX
19.8
GQG Partners LLC
FL
19.8
Guidestone Capital Management LLC
TX
19.6
Nikko Asset Management Europe Ltd
19.2
Fixed Income Discount Advisory Company
NY
19.2
Comgest Asset Management International Limited
19.0