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Callan

SAN FRANCISCO, CA

Form ADV and provider website profile · CRD 107687 · regulatory data as of Mar 24, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Callan. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$41.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
25Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$41.9BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$0Non-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameCALLAN LLC

CRD number107687

Firm foundedNot reported

SEC registration dateApr 16, 1973

Employees202

Advisory professionals164

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

ONE BUSH STREET, SAN FRANCISCO, CA, 94104

415-974-5060

https://www.callan.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$41.9B

As of Mar 24, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Retirement Plans77.3%$32.4B
Other Pooled Vehicles20.7%$8.7B
Charities1.1%$464M
Corporations0.8%$346M
Municipalities0.0%$0
Other investment advisers0.0%$0

Percentages and AUM are shown from the same reported Form ADV client-type records.