Callan Associates – Fund and Executive Details

Fund Companies

Callan Associates Inc.

Callan Associates is a alternative asset management company based in San Francisco, CA. They operate 2 private funds and have approximately $22.67 billion in total assets under management (AUM). You can view more information on Callan Associates including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Callan Associates

Callan Associates Inc.
600 Montgomery Street
Suite 800
San Francisco, CA 94111
United States

Phone: 415-974-5060
Fax: 415-291-4019
Website: http://www.callan.com/

Overview of Callan Associates

Org. Type: Corporation

Registration Country: United States

0

SEC#: 801-9219

Org#: 107687

Legal Issues: The SEC or CFTC has found an employee or advisory affiliaite to have made a false statement or omission. The SEC or CFTC has found an employee or advisory affiliaite to have been involved in a violation of SEC or CFTC regulations or statutes. The SEC or CFTC has entered an order in connection with investment-related activities. The SEC or CFTC has imposed a civil money penalty on an employee or advisory affiliate, or been ordered to cease and desist from any activity.

Company Type: Other

Strategies/Sectors: Fund of Funds

Pooled Investments: 0 percent

Private Funds Managed(2): Micro Cap Value Fund, Diversified Alpha Group Trust

Ownership/Leadership of Callan Associates

 

David Francis BonnetteDirector
Ronald Douglas PeytonChairman, Chief Executive Officer, & Director
Gregory C AllenPresident & Director Of Research, & Director
Michael Joseph OlearyDirector
Susan Lynn Taylor-HamblySr. Vp & Chief Financial Officer
Evp, Chief Operating Officer & Director
Ann C De LuceChief Compliance Officer

Callan Associates Key Stats and Charts

Discretionary AUM: $20.64 billion

Callan Associates discretionary AUM

Rank: 243 out of 6900 private fund companies

Total AUM: $22.67 billion

Callan Associates total assets under management (AUM)

Rank: 238 out of 6900 private fund companies

# of Accounts: 10

Callan Associates total client accounts

Rank: 1776 out of 6900 private fund companies

Average Account Size: 2266525370.9

Callan Associates average account size

Rank: 56 out of 6900 private fund companies

# of Employees: 188

Callan Associates has 188 employees

Rank: 184 out of 6900 private fund companies

# of Private Funds: 2

Callan Associates operates 2 private Other funds

Rank: 3231 out of 6900 private fund companies