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.
Fees and Compensation
Official SEC PDFLoading official Form ADV brochure…