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CALLAN
SAN FRANCISCO, CA
415-974-5060
SEC #801-9219Total AUM
$41.9B
Employees
202Clients
737Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE BUSH STREET
SUITE 700
SAN FRANCISCO
CA 94104
United States
SUITE 700
SAN FRANCISCO
CA 94104
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
415-974-5060
Other Offices
5
Financials
Total AUM
$41.9B
Accounts
25Discretionary
$41.9B
Accounts
25Non-Discretionary
$0
Accounts
0
Clients
Pooled Vehicle Clients
4AUM
$8.7B
Pension/Profit Sharing Plan Clients
250AUM
$32.4B
Charitable Organization Clients
51AUM
$464.5M
Government Entity Clients
151AUM
$0
Investment Advisor Clients
20AUM
$0
Corporation or Business Clients
248AUM
$346M
Other Clients
13AUM
$0
Description of Other Clients
FAMILY OFFICE
Services
Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
ASSET OWNER CONSULTING AND EDUCATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS ON WHICH WE CONSULT
Compliance
Disclosures
None reported
State Registrations
AKAZCACOCTDCFLGAHIIDILINKSKYLAMAMDMIMNMONCNENHNJNVNYOHORPATNTXVAVTWAWI
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.