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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & CEO & DIRECTOR OF RESEARCH, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & CEO & DIRECTOR OF RESEARCH, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| ALLEN, GREGORY, C | I | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT & DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR (ELECTED MANAGER) | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR (ELECTED MANAGER) | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR (ELECTED MANAGER) | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR (ELECTED MANAGER) | NA | Control |
| BONNETTE, DAVID, FRANCIS | I | DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAHAN, JAMES, ANDREW | I | PRESIDENT & DIRECTOR (ELECTED MANAGER) | NA | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN EMERITUS & DIRECTOR | NA | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN EMERITUS & DIRECTOR | NA | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN EMERITUS & DIRECTOR | NA | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN EMERITUS & DIRECTOR | NA | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN EMERITUS & DIRECTOR | NA | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN & DIRECTOR | NA | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN EMERITUS & DIRECTOR | NA | Control |
| CALLAN, GAY | I | DIRECTOR | NA | Control |
| CALLAN, GAY | I | DIRECTOR | NA | Control |
| CALLAN, GAY | I | DIRECTOR | NA | Control |
| CALLAN, GAY | I | DIRECTOR | NA | Control |
| CALLAN, GAY | I | DIRECTOR | NA | Control |
| CALLAN, JOHN, CLINTON | I | DIRECTOR | NA | Control |
| CALLAN, JOHN, CLINTON | I | DIRECTOR | NA | Control |
| CALLAN, JOHN, CLINTON | I | DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| DE LUCE, ANN, C | I | EVP & CHIEF COMPLIANCE OFFICER | NA | Control |
| Gallo, Jennifer | I | SVP & GENERAL COUNSEL | NA | Control |
| Gallo, Jennifer | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Gallo, Jennifer | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Gallo, Jennifer | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Gallo, Jennifer | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Gallo, Jennifer | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Gallo, Jennifer | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Gallo, Jennifer | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Gallo, Jennifer | I | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Kachare, Shalaka | I | SVP & CHIEF FINANCIAL OFFICER | NA | Control |
| Kachare, Shalaka | I | SVP & CHIEF FINANCIAL OFFICER | NA | Control |
| Kachare, Shalaka | I | SVP & CHIEF FINANCIAL OFFICER | NA | Control |
| Kachare, Shalaka | I | SVP & CHIEF FINANCIAL OFFICER | NA | Control |
| Kachare, Shalaka | I | SVP & CHIEF FINANCIAL OFFICER | NA | Control |
| Kachare, Shalaka | I | SVP & CHIEF FINANCIAL OFFICER | NA | Control |
| Kachare, Shalaka | I | SVP & CHIEF FINANCIAL OFFICER | NA | Control |
| Kachare, Shalaka | I | SVP & CHIEF FINANCIAL OFFICER | NA | Control |
| Kachare, Shalaka | I | SVP & CHIEF FINANCIAL OFFICER | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR (ELECTED MANAGER) | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR | NA | Control |
| OLEARY, MICHAEL, JOSEPH | I | DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | NA | Control |
| REDO, DAVID, LUCIEN | I | DIRECTOR | NA | Control |
| REDO, DAVID, LUCIEN | I | DIRECTOR | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| SWEET, INGA, B | I | EVP, COO & DIRECTOR (ELECTED MANAGER) | NA | Control |
| TAYLOR, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CCO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| TAYLOR-HAMBLY, SUSAN, LYNN | I | SR. VP & CFO | NA | Control |
| CALLAN HOLDINGS INC. | DE | MEMBER | E | Control |
| CALLAN HOLDINGS INC. | DE | MEMBER | E | Control |
| CALLAN HOLDINGS INC. | DE | MEMBER | E | Control |
| CALLAN HOLDINGS INC. | DE | MEMBER | E | Control |
| CALLAN HOLDINGS INC. | DE | MEMBER | E | Control |
| CALLAN HOLDINGS INC. | DE | MEMBER | E | Control |
| CALLAN HOLDINGS INC. | DE | MEMBER | E | Control |
| CALLAN HOLDINGS INC. | DE | MEMBER | E | Control |
| CALLAN HOLDINGS INC. | DE | MEMBER | E | Control |
| CALLAN S CORP A | DE | MEMBER | E | Control |
| CALLAN S CORP A | DE | MEMBER | E | Control |
| CALLAN S CORP A | DE | MEMBER | E | Control |
| CALLAN S CORP A | DE | MEMBER | E | Control |
| CALLAN S CORP A | DE | MEMBER | E | Control |
| CALLAN S CORP A | DE | MEMBER | E | Control |
| CALLAN S CORP A | DE | MEMBER | E | Control |
| CALLAN S CORP A | DE | MEMBER | E | Control |
| CALLAN S CORP A | DE | MEMBER | E | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN & DIRECTOR | C | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN & DIRECTOR | C | Control |
| CALLAN, EDWIN, CULP | I | CHAIRMAN & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, COO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, COO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, COO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, COO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, COO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, COO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | PRESIDENT, CEO, COO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, COO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | C | Control |
| PEYTON, RONALD, DOUGLAS | I | PRESIDENT, CEO, COO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | PRESIDENT, CEO, COO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | PRESIDENT, CEO, COO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | CHAIRMAN, CEO, & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR | B | Control |
| PEYTON, RONALD, DOUGLAS | I | EXECUTIVE CHAIRMAN & DIRECTOR | B | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | A | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & DIRECTOR OF RESEARCH, & DIRECTOR | A | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & CEO & DIRECTOR OF RESEARCH, & DIRECTOR | A | Control |
| ALLEN, GREGORY, C | I | PRESIDENT & CEO & DIRECTOR OF RESEARCH, & DIRECTOR | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CALLAN S CORP A | DE | CALLAN LLC | F | Control |
| CALLAN S CORP A | DE | CALLAN LLC | F | Control |
| CALLAN HOLDINGS INC. | DE | CALLAN HOLDINGS INC. | E | |
| CALLAN HOLDINGS INC. | DE | CALLAN HOLDINGS INC. | E | |
| CALLAN HOLDINGS INC. | DE | CALLAN HOLDINGS INC. | E | |
| CALLAN HOLDINGS INC. | DE | CALLAN HOLDINGS INC. | E | |
| CALLAN HOLDINGS INC. | DE | CALLAN HOLDINGS INC. | E | |
| CALLAN HOLDINGS INC. | DE | CALLAN HOLDINGS INC. | E | |
| CALLAN HOLDINGS INC. | DE | CALLAN HOLDINGS INC. | E | |
| CALLAN HOLDINGS INC. | DE | CALLAN HOLDINGS INC. | E | |
| CALLAN S CORP A | DE | CALLAN S CORP A | E | |
| CALLAN S CORP A | DE | CALLAN S CORP A | E | |
| CALLAN S CORP A | DE | CALLAN S CORP A | E | |
| CALLAN S CORP A | DE | CALLAN S CORP A | E | |
| CALLAN S CORP A | DE | CALLAN S CORP A | E | |
| CALLAN S CORP A | DE | CALLAN S CORP A | E | |
| CALLAN S CORP A | DE | CALLAN S CORP A | E | |
| CALLAN S CORP A | DE | CALLAN S CORP A | E |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (34)
AK AZ CA CO CT FL GA HI ID IL IN KS KY LA MA MD MI MN MO NC NE NH NJ NV NY OH OR PA TN TX VA VT WA WI
Address
ONE BUSH STREETSUITE 700
SAN FRANCISCO, CA 94104
United States
Phone: 415-974-5060