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Callan Associates

Callan Associates

Callan Associates is an employee-owned investment consulting firm providing institutional investors with customized investment solutions that are backed by proprietary research, reliable data, ongoing education and decision support. Callan uses a client-focused consulting model to serve public and private pension plan sponsors, endowments, foundations, operating funds, smaller investment consulting firms, investment managers and financial intermediaries. The firm operates through four distinct lines of business, Fund Sponsor Consulting, Independent Adviser Group (IAG), Institutional Consulting Group (ICG) and Trust Advisory Group (TAG). The Fund Sponsor Consulting group provides clients with strategic planning, plan implementation, monitoring and evaluation, and continuing education. IAG delivers consulting resources and services to a select group of independent consulting firms and financial intermediaries. Callan's ICG division offers investment manager clients with research, education, performance measurement and database and analytical tools that help them serve the needs of institutional investors. The Trust Advisory Group specializes in the design, implementation, and ongoing management of multi-manager and discretionary portfolios for institutional investors. The firm was founded in 1973 and is based out of San Francisco, California.

Year Founded
Service Provider Type
LP Consultants
Primary Office
  • 600 Montgomery Street
  • Suite 800
  • San Francisco, CA 94111
  • United States

+1 (415) 000-0000
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Callan Associates Services to Investors

Service on a Deal — Sell Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Dreman Value Management Advisor: General Mar 2016 00000 0000000
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Callan Associates Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Callan Associates Team (70)

Name Title Deals Office Contact
Gregory Allen Chief Executive Officer & Chief Research Officer San Francisco, CA
James Callahan President San Francisco, CA
Susan Taylor Senior Vice President and Chief Financial Officer San Francisco, CA
Ann De Luce Executive Vice President and Chief Compliance Officer San Francisco, CA
Inga Sweet Executive Vice President & Chief Operating Officer San Francisco, CA

20 Former Team Members

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Callan Associates Board Members (1)

Name Representing Role Since Contact
Ronald Peyton Callan Associates Executive Chairman 000 0000