Callan

RIASEC RegisteredEst. 1973

Total AUM

$41.9B

Discretionary

$41.9B

100% of AUM

Avg account

$1.7B

Accounts

Employees

202

Advisory reps

Firm details

Headquarters: San Francisco, California
CRD number: 107687
Registered since: April 16, 1973
Website: www.callan.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Pension & Profit Sharing Plans77.34%
Pooled Investment Vehicles20.73%
Charitable Organizations1.11%
Corporations / Businesses0.83%
Services: Portfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Callan is an institutional investment adviser organized as a limited liability company and registered with the SEC since 1973. The firm serves a predominantly institutional client base and acts as a capital allocator, sourcing and placing third-party managers as part of its advisory work. Its advisory services include portfolio management for businesses and institutions, pension consulting, and selection of other advisers. Fee arrangements are mixed — the firm uses asset-based fees alongside hourly and fixed-fee engagements and other fee arrangements. Callan does not describe itself as an active ESG investor. The firm was named one of the "Top RIA Firms to Watch" by investor.com in 2020.