Callan

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Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan provides advisory services to institutional investor clients with more than $3 trillion in total assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners. Headquartered in San Francisco, Callan also has offices in Chicago, Denver, Atlanta, Summit, NJ, and Portland, OR. Learn more at www.callan.com. Note: Please do not share any personal information, investment advice, stock tips, or testimonials about Callan’s people or services on our LinkedIn, X, or Facebook pages. Callan is not responsible for and does not endorse any content, advertising, products, advice, opinions, recommendations, or other materials from followers or third parties. Any comments posted by LinkedIn or Twitter users are those of the persons submitting them and do not represent Callan. If Callan interacts with other social media content (e.g., by "liking" or “retweeting” information, sharing links, etc.), it is not an endorsement of the individual or organization.

Company Details

Employees
268
Founded
-
Address
One Bush Street,
Phone
415-274-3020
Email
an****@****lan.com
Industry
Financial Services
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Website
callan.com
HQ
San Francisco, CA
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Callan's 2025 Cost of Doing Business Study Details Fee Trends for Institutional Investors - PR Newswire

Callan's 2025 Cost of Doing Business Study Details Fee Trends for Institutional Investors PR Newswire

Callan Promotes Uvan Tseng to Lead Its West Coast Consulting Team - PR Newswire

Callan Promotes Uvan Tseng to Lead Its West Coast Consulting Team PR Newswire

Of Delegating and Double Dipping - wealthmanagement.com

Of Delegating and Double Dipping wealthmanagement.com

Constellation Energy’s AI Strategy: Analysis of Dominance in Energy AI - Klover.ai

Constellation Energy’s AI Strategy: Analysis of Dominance in Energy AI Klover.ai

Callan's 2025 Defined Contribution Trends Survey Shows Continued Focus on Fees, Fund/Manager Due Diligence, and Investment Structure Evaluation - PR Newswire

Callan's 2025 Defined Contribution Trends Survey Shows Continued Focus on Fees, Fund/Manager Due Diligence, and Investment Structure Evaluation PR Newswire

Callan Adds Defined Contribution (DC) Fiduciary Coursework to Its Online Education Portal, CODE - PR Newswire

Callan Adds Defined Contribution (DC) Fiduciary Coursework to Its Online Education Portal, CODE PR Newswire

Eugene O'Neill, CFA, Joins Callan's Fund Sponsor Consulting Team - PR Newswire

Eugene O'Neill, CFA, Joins Callan's Fund Sponsor Consulting Team PR Newswire

Exclusive Callan Study Examines Fees for Real Assets Funds - PR Newswire

Exclusive Callan Study Examines Fees for Real Assets Funds PR Newswire

Evan Williams, CFA, CAIA, Joins Callan's Consulting Team in Portland, OR - PR Newswire

Evan Williams, CFA, CAIA, Joins Callan's Consulting Team in Portland, OR PR Newswire

Callan Hires Francis Griffin to Lead Callan's Private Credit Research Efforts - PR Newswire

Callan Hires Francis Griffin to Lead Callan's Private Credit Research Efforts PR Newswire

Callan's 2024 Private Equity Fees and Terms Study Features Expanded Datasets and New Fund Types, Revealing How Partnerships Compare across Key Metrics - PR Newswire

Callan's 2024 Private Equity Fees and Terms Study Features Expanded Datasets and New Fund Types, Revealing How Partnerships Compare across Key Metrics PR Newswire

Callan Announces Record Number of New Employee Shareholders - PR Newswire

Callan Announces Record Number of New Employee Shareholders PR Newswire

Callan's 2023 Investment Management Fee Study Uncovers What Institutional Investors Are Actually Paying - PR Newswire

Callan's 2023 Investment Management Fee Study Uncovers What Institutional Investors Are Actually Paying PR Newswire

Christine Mays Joins Callan's Real Assets Consulting Group - PR Newswire

Christine Mays Joins Callan's Real Assets Consulting Group PR Newswire

Ric Ford, FSA, CFA, EA, Joins Callan to Bolster Capital Markets Research Group - PR Newswire

Ric Ford, FSA, CFA, EA, Joins Callan to Bolster Capital Markets Research Group PR Newswire

Callan Promotes Greg DeForrest, CFA, to Executive Vice President and Head of Fund Sponsor Consulting - PR Newswire

Callan Promotes Greg DeForrest, CFA, to Executive Vice President and Head of Fund Sponsor Consulting PR Newswire

Callan's 2024 Defined Contribution Trends Survey: Governance and Fees Top of Mind for DC Plan Sponsors - PR Newswire

Callan's 2024 Defined Contribution Trends Survey: Governance and Fees Top of Mind for DC Plan Sponsors PR Newswire

Callan Promotes Annoesjka West to Lead its New Jersey Consulting Office - PR Newswire

Callan Promotes Annoesjka West to Lead its New Jersey Consulting Office PR Newswire

Paola Juarez Joins Callan's Atlanta Consulting Team - PR Newswire

Paola Juarez Joins Callan's Atlanta Consulting Team PR Newswire

Kevin Schmidt Joins Callan's Consulting Team in Summit, NJ - PR Newswire

Kevin Schmidt Joins Callan's Consulting Team in Summit, NJ PR Newswire

Emily Hylton, CFA, Joins Callan's Atlanta Consulting Team, Bolstering the Firm's Growing Client Base - PR Newswire

Emily Hylton, CFA, Joins Callan's Atlanta Consulting Team, Bolstering the Firm's Growing Client Base PR Newswire

Callan Adds Catherine Beard, CFA, to Growing Alternatives Consulting Team - PR Newswire

Callan Adds Catherine Beard, CFA, to Growing Alternatives Consulting Team PR Newswire

10 LPs with diverse or emerging manager allocations - New Private Markets

10 LPs with diverse or emerging manager allocations New Private Markets

What Silicon Valley Bank’s collapse means for private equity - Private Equity Stakeholder Project PESP

What Silicon Valley Bank’s collapse means for private equity Private Equity Stakeholder Project PESP

Callan Names James Callahan President, Millie Viqueira Head of Fund Sponsor Consulting - GlobeNewswire

Callan Names James Callahan President, Millie Viqueira Head of Fund Sponsor Consulting GlobeNewswire

Commodity Investment Winners Change Every Year - DTN Progressive Farmer

Commodity Investment Winners Change Every Year DTN Progressive Farmer

Captive governance and the investment portfolio - Captive International

Captive governance and the investment portfolio Captive International

Let’s make the Year of the Rat the year of the captive investment portfolio - Captive International

Let’s make the Year of the Rat the year of the captive investment portfolio Captive International

Callan (TV Series 1967–1972) ⭐ 8.3 | Crime, Drama, Mystery - IMDb

Callan (TV Series 1967–1972) ⭐ 8.3 | Crime, Drama, Mystery IMDb

Michael O'Leary Obituary - Longmont, CO - Dignity Memorial

Michael O'Leary Obituary - Longmont, CO Dignity Memorial

Vanguard Bans Leveraged ETFs, Failing To Consider - Seeking Alpha

Vanguard Bans Leveraged ETFs, Failing To Consider Seeking Alpha

Oliver Callan - RTÉ Radio 1 - RTE.ie

Oliver Callan - RTÉ Radio 1 RTE.ie

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