CALLAN LLC
Legal name: CALLAN
CRD #107687 SEC #801-9219 SAN FRANCISCO, CA 415-974-5060
SEC Registered
Total AUM
$37.8B
Discretionary
$37.8B
Employees
202
Clients
--
Accounts
25
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $37.8B | $37.8B | $0 | 202 | 716 |
| Apr 2024 | $34.2B | $34.2B | $0 | 201 | 731 |
| Mar 2024 | $34.2B | $34.2B | $0 | 201 | 731 |
| Jan 2024 | $15.4B | $15.4B | $0 | 192 | 693 |
| Aug 2023 | $15.4B | $15.4B | $0 | 192 | 693 |
| Mar 2023 | $15.4B | $15.4B | $0 | 192 | 693 |
| Mar 2022 | $18.2B | $18.2B | $0 | 189 | 603 |
| Jan 2022 | $15.2B | $15.2B | $0 | 198 | 590 |
| Mar 2021 | $15.2B | $15.2B | $0 | 198 | 590 |
| Nov 2020 | $27.4B | $27.4B | $0 | 192 | 621 |
| Mar 2020 | $27.4B | $27.4B | $0 | 192 | 621 |
| Apr 2019 | $19.9B | $19.9B | $0 | 191 | 657 |
| Mar 2019 | $19.9B | $19.9B | $0 | 191 | 657 |
| Sep 2018 | $25.8B | $25.8B | $0 | 183 | 663 |
| Aug 2018 | $25.8B | $25.8B | $0 | 183 | 663 |
| Mar 2018 | $25.8B | $25.8B | $0 | 183 | 663 |
| Oct 2017 | $22.7B | $20.6B | $2B | 188 | 660 |
| Sep 2017 | $22.7B | $20.6B | $2B | 188 | 600 |
| Sep 2017 | $22.7B | $20.6B | $2B | 188 | 600 |
| Mar 2017 | $22.7B | $20.6B | $2B | 188 | 600 |
| Mar 2016 | $21.2B | $19.4B | $1.8B | 183 | 600 |
| Jul 2015 | $9B | $6.6B | $2.4B | 180 | 600 |
| Mar 2015 | $9B | $6.6B | $2.4B | 180 | 600 |
| Jun 2014 | $9B | $6.8B | $2.3B | 174 | 600 |
| Jun 2014 | $9B | $6.8B | $2.3B | 174 | 600 |
| Mar 2014 | $9B | $6.8B | $2.3B | 174 | 600 |
| Dec 2013 | $4.6B | $2.5B | $2B | 168 | 600 |
| Oct 2013 | $4.6B | $2.5B | $2B | 168 | 600 |
| Apr 2013 | $4.6B | $2.5B | $2B | 168 | 600 |
| Feb 2013 | $3.5B | $1.6B | $1.9B | 161 | 600 |
| Sep 2012 | $3.5B | $1.6B | $1.9B | 51 | 600 |
| Aug 2012 | $3.5B | $1.6B | $1.9B | 51 | 600 |
| Apr 2012 | $3.5B | $1.6B | $1.9B | 51 | 600 |
| Aug 2011 | $3.3B | $1.6B | $1.7B | 51 | -- |
| Mar 2011 | $3.3B | $1.6B | $1.7B | 51 | -- |
| Jun 2009 | $650.8M | $609.4M | $41.3M | 51 | -- |
| Mar 2009 | $650.8M | $609.4M | $41.3M | 51 | -- |
| Mar 2008 | $923.1M | $878.6M | $44.4M | 51 | -- |
| Oct 2007 | $936.4M | $935.3M | $1M | 51 | -- |
| Apr 2007 | $935.3M | $935.3M | $0 | 51 | -- |
| Mar 2007 | $935.3M | $935.3M | $0 | 51 | -- |
| Dec 2006 | $801M | $801M | $0 | 51 | -- |
DateMar 2025
Total AUM$37.8B
Discretionary$37.8B
Non-Disc.$0
Employees202
Clients716
DateApr 2024
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees201
Clients731
DateMar 2024
Total AUM$34.2B
Discretionary$34.2B
Non-Disc.$0
Employees201
Clients731
DateJan 2024
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$0
Employees192
Clients693
DateAug 2023
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$0
Employees192
Clients693
DateMar 2023
Total AUM$15.4B
Discretionary$15.4B
Non-Disc.$0
Employees192
Clients693
DateMar 2022
Total AUM$18.2B
Discretionary$18.2B
Non-Disc.$0
Employees189
Clients603
DateJan 2022
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees198
Clients590
DateMar 2021
Total AUM$15.2B
Discretionary$15.2B
Non-Disc.$0
Employees198
Clients590
DateNov 2020
Total AUM$27.4B
Discretionary$27.4B
Non-Disc.$0
Employees192
Clients621
DateMar 2020
Total AUM$27.4B
Discretionary$27.4B
Non-Disc.$0
Employees192
Clients621
DateApr 2019
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$0
Employees191
Clients657
DateMar 2019
Total AUM$19.9B
Discretionary$19.9B
Non-Disc.$0
Employees191
Clients657
DateSep 2018
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees183
Clients663
DateAug 2018
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees183
Clients663
DateMar 2018
Total AUM$25.8B
Discretionary$25.8B
Non-Disc.$0
Employees183
Clients663
DateOct 2017
Total AUM$22.7B
Discretionary$20.6B
Non-Disc.$2B
Employees188
Clients660
DateSep 2017
Total AUM$22.7B
Discretionary$20.6B
Non-Disc.$2B
Employees188
Clients600
DateSep 2017
Total AUM$22.7B
Discretionary$20.6B
Non-Disc.$2B
Employees188
Clients600
DateMar 2017
Total AUM$22.7B
Discretionary$20.6B
Non-Disc.$2B
Employees188
Clients600
DateMar 2016
Total AUM$21.2B
Discretionary$19.4B
Non-Disc.$1.8B
Employees183
Clients600
DateJul 2015
Total AUM$9B
Discretionary$6.6B
Non-Disc.$2.4B
Employees180
Clients600
DateMar 2015
Total AUM$9B
Discretionary$6.6B
Non-Disc.$2.4B
Employees180
Clients600
DateJun 2014
Total AUM$9B
Discretionary$6.8B
Non-Disc.$2.3B
Employees174
Clients600
DateJun 2014
Total AUM$9B
Discretionary$6.8B
Non-Disc.$2.3B
Employees174
Clients600
DateMar 2014
Total AUM$9B
Discretionary$6.8B
Non-Disc.$2.3B
Employees174
Clients600
DateDec 2013
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2B
Employees168
Clients600
DateOct 2013
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2B
Employees168
Clients600
DateApr 2013
Total AUM$4.6B
Discretionary$2.5B
Non-Disc.$2B
Employees168
Clients600
DateFeb 2013
Total AUM$3.5B
Discretionary$1.6B
Non-Disc.$1.9B
Employees161
Clients600
DateSep 2012
Total AUM$3.5B
Discretionary$1.6B
Non-Disc.$1.9B
Employees51
Clients600
DateAug 2012
Total AUM$3.5B
Discretionary$1.6B
Non-Disc.$1.9B
Employees51
Clients600
DateApr 2012
Total AUM$3.5B
Discretionary$1.6B
Non-Disc.$1.9B
Employees51
Clients600
DateAug 2011
Total AUM$3.3B
Discretionary$1.6B
Non-Disc.$1.7B
Employees51
Clients--
DateMar 2011
Total AUM$3.3B
Discretionary$1.6B
Non-Disc.$1.7B
Employees51
Clients--
DateJun 2009
Total AUM$650.8M
Discretionary$609.4M
Non-Disc.$41.3M
Employees51
Clients--
DateMar 2009
Total AUM$650.8M
Discretionary$609.4M
Non-Disc.$41.3M
Employees51
Clients--
DateMar 2008
Total AUM$923.1M
Discretionary$878.6M
Non-Disc.$44.4M
Employees51
Clients--
DateOct 2007
Total AUM$936.4M
Discretionary$935.3M
Non-Disc.$1M
Employees51
Clients--
DateApr 2007
Total AUM$935.3M
Discretionary$935.3M
Non-Disc.$0
Employees51
Clients--
DateMar 2007
Total AUM$935.3M
Discretionary$935.3M
Non-Disc.$0
Employees51
Clients--
DateDec 2006
Total AUM$801M
Discretionary$801M
Non-Disc.$0
Employees51
Clients--