Domestic entity
EntityCALLAN HOLDINGS INC.StatusMEMBERReported since03/2021Ownership75% or moreControl personNo
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.
Direct Owners & Executives
Source: Form ADV- Reported since
- 09/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2017
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 03/2021
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 04/2018
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2020
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2022
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Ronald Douglas Peyton | Executive Chairman & Director (Elected Manager) | 09/2017 | Individual | Yes | Less than 5% |
| Gregory C Allen | Ceo & Chief Research Officer, & Director (Elected Manager) | 04/2018 | Individual | Yes | Less than 5% |
| Inga B Sweet | Evp, Coo & Director (Elected Manager) | 01/2017 | Individual | Yes | Less than 5% |
| Callan Holdings Inc. | Member | 03/2021 | Domestic entity | Yes | 75% or more |
| James Andrew Callahan | President & Director (Elected Manager) | 04/2018 | Individual | Yes | Less than 5% |
| Shalaka Kachare | Svp & Chief Financial Officer | 09/2020 | Individual | Yes | Less than 5% |
| Jennifer Gallo | General Counsel And Chief Compliance Officer | 01/2022 | Individual | Yes | Less than 5% |
Indirect Ownership
Source: Form ADVOwners & Executives
Source: Form ADVRD
Ronald Douglas Peyton
Executive Chairman & Director (Elected Manager)
GC
Gregory C Allen
Ceo & Chief Research Officer, & Director (Elected Manager)
IB
Inga B Sweet
Evp, Coo & Director (Elected Manager)
JA
James Andrew Callahan
President & Director (Elected Manager)
SK
Shalaka Kachare
Svp & Chief Financial Officer
JG
Jennifer Gallo
General Counsel And Chief Compliance Officer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives7
Indirect ownership records1
Regulatory statusSEC registered investment adviser
SEC registration dateApr 16, 1973
CRD number107687