Callan
SAN FRANCISCO, CA
Form ADV and provider website profile · CRD 107687 · regulatory data as of Mar 24, 2026
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.
$41.9BTotal Firm AUM
$41.9BDiscretionary AUM
$0Non-discretionary AUM
25Institutional clients
25Discretionary clients
0Non-discretionary clients
Client Mix by Firm AUM
$41.9BFirm AUM
Retirement Plans77.3%
Other Pooled Vehicles20.7%
Charities1.1%
Corporations0.8%
Municipalities0.0%
Other investment advisers0.0%
Other0.0%
Reported Client Types
Source: Form ADV client recordsRetirement Plans77.3%
250 clients$32.4B firm assets
Other Pooled Vehicles20.7%
4 clients$8.7B firm assets
Charities1.1%
51 clients$464M firm assets
Corporations0.8%
248 clients$346M firm assets
Municipalities0.0%
151 clients$0 firm assets
Other investment advisers0.0%
20 clients$0 firm assets
Other0.0%
13 clients$0 firm assets
Reported total737 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Retirement Plans | $32.4B | 250 | 77.3% |
| Other Pooled Vehicles | $8.7B | 4 | 20.7% |
| Charities | $464M | 51 | 1.1% |
| Corporations | $346M | 248 | 0.8% |
| Municipalities | $0 | 151 | 0.0% |
| Other investment advisers | $0 | 20 | 0.0% |
| Other | $0 | 13 | 0.0% |
| Reported total | $41.9B | 737 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…