Callan LLC
● SEC registered since 1973CRD 107687SEC# 801-9219San Francisco, CA
Reg. AUM
$41.94B
Employees
202
Accounts
25
Location
San Francisco, CA
Callan LLC assets under management
Callan LLC is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 1973. It reports $41.9 billion in regulatory assets under management and employs 202 people.
Callan LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Callan Holdings Inc. Control | Member | Over 75% | 2021 |
| Gregory C Allen Control | Ceo & Chief Research Officer, & Director (elected Manager) | Under 5% | 2018 |
| Inga B Sweet Control | Evp, Coo & Director (elected Manager) | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Callan LLC manage?
Callan LLC reports $41.9 billion in regulatory assets under management on its Form ADV.
How many employees does Callan LLC have?
Callan LLC reports 202 employees.
Where is Callan LLC located?
Callan LLC is based in San Francisco, CA and has been SEC-registered since 1973.
Does Callan LLC disclose fund performance?
Callan LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Bush Street, Suite 700, San Francisco, CA 94104 |
| Phone | 415-974-5060 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 727947 |
| Discloses disciplinary history | No |
Regulatory AUM
$41.94B▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers
Assets under management
$41.94Bregulatory AUM
Discretionary $41.94B