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CALLAN LLC, CRD 107687
SAN FRANCISCO, CA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| DIVERSIFIED ALPHA GROUP TRUST | Other Private Fund | $369M | Apr 15, 2019 | 2 | Feb 5, 2013 | dropped | n/a |
| MICRO CAP VALUE FUND | Other Private Fund | $152M | Mar 22, 2022 | 1 | Mar 27, 2014 | dropped | 021-196548 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALLEN, GREGORY, C | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | Na | yes | 04/2018 | Apr 2, 2012 | Apr 18, 2024 |
| CALLAHAN, JAMES, ANDREW | PRESIDENT & DIRECTOR (ELECTED MANAGER) | Na | yes | 04/2018 | Mar 25, 2019 | Apr 18, 2024 |
| CALLAN HOLDINGS INC. | Member | E | yes | 03/2021 | Mar 22, 2021 | Apr 18, 2024 |
| Gallo, Jennifer | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Na | yes | 01/2022 | Mar 22, 2021 | Apr 18, 2024 |
| Kachare, Shalaka | SVP & CHIEF FINANCIAL OFFICER | Na | yes | 09/2020 | Mar 22, 2021 | Apr 18, 2024 |
| PEYTON, RONALD, DOUGLAS | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | Na | yes | 09/2017 | Apr 2, 2012 | Apr 18, 2024 |
| SWEET, INGA, B | EVP, COO & DIRECTOR (ELECTED MANAGER) | Na | yes | 01/2017 | Mar 24, 2017 | Apr 18, 2024 |
| CALLAN HOLDINGS INC. | Member | E | no | 03/2021 | Mar 22, 2021 | Apr 18, 2024 |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Chicago | IL | United States | 21 | no |
| Summit | Nj | United States | 15 | no |
| Portland | Or | United States | 14 | no |
| Denver | Co | United States | 13 | no |
| Atlanta | Ga | United States | 12 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $42B | $42B | 202 | 164 | 5 | n/a | n/a |
| 2024 | Mar 24, 2025 | $38B | $38B | 202 | 164 | 5 | n/a | n/a |
| 2023 | Mar 28, 2024 | $34B | $34B | 201 | 163 | 5 | n/a | n/a |
| 2022 | Mar 28, 2023 | $15B | $15B | 192 | 152 | 5 | n/a | n/a |
| 2021 | Mar 22, 2022 | $18B | $18B | 189 | 152 | 5 | 1 | $152M |
| 2020 | Mar 22, 2021 | $15B | $15B | 198 | 163 | 5 | 1 | $181M |
| 2019 | Mar 5, 2020 | $27B | $27B | 192 | 159 | 5 | 1 | $197M |
| 2018 | Mar 25, 2019 | $20B | $20B | 191 | 164 | 5 | 2 | $523M |
| 2017 | Mar 27, 2018 | $26B | $26B | 183 | 162 | 4 | 2 | $628M |
| 2016 | Mar 24, 2017 | $23B | $21B | 188 | 155 | n/a | 2 | $663M |
| 2015 | Mar 15, 2016 | $21B | $19B | 183 | 151 | n/a | 2 | $682M |
| 2014 | Mar 16, 2015 | $9.0B | $6.6B | 180 | 151 | n/a | 2 | $1.1B |
| 2013 | Mar 27, 2014 | $9.0B | $6.8B | 174 | 146 | n/a | 2 | $1.8B |
| 2012 | Apr 1, 2013 | $4.6B | $2.5B | 168 | 141 | n/a | 1 | $1.4B |
| 2011 | Apr 2, 2012 | $3.5B | $1.6B | n/a | n/a | n/a | n/a | n/a |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $42B | $38B | 11.0% | $15B | 39.6% | 202 | 202 | 5 | 5 |