Callan Associates Inc

  • Financial Services
  • San Francisco CA
  • 259 employees
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Company Overview

Headquarters
One Bush Street Suite 700, San Francisco CA
Website
callan.com
Phone
(415) 274-3020
Employees
259
Founded in
1973
Industry
Financial Services
NAICS Code
NAICS Code 5231 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 738 Companies
SIC Code 73 Companies
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$93B

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Who is Callan Associates Inc

Callan Associates Inc. is an employee-owned investment consulting firm headquartered in San Francisco, California. Founded in 1973, the company employs 165 people and generates $50 million in annual revenue. Callan Associates Inc. is one of the largest independently owned investment consulting firms in the United States. Callan provides creative, customized investment solutions to a wide range of clients, including pension and defined contribution plan sponsors, endowments, foundations, independent investment advisors, investment managers, and other asset owners. These solutions are backed by proprietary research, exclusive data, and ongoing education. Callan's client-focused consulting model prioritizes the unique needs of each client. The firm advises on over $3 trillion in total fund sponsor assets, demonstrating its significant impact in the investment consulting industry. Contact Callan Associates Inc. through their website at callan.com.

Company Leadership

Bob Callan

Managing Partner

Phone Email
Perry Jurow

xVice President

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Bo Abesamis

Executive Vice President

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Pete Keliuotis

Executive Vice President & Head of Alternatives Consulting

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Greg Allen

CEO & Chief Research Officer

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Callan Associates Inc Industry Tags

Institutional Investment Consulting
Asset Management
Financial Research & Data
Investment Bank/Securities Brokerage
Financial Advisory Services
Financial Services
Consulting
Business Services
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Callan Associates Inc Tech Stack

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Company Name Revenue Number of Employees Location Founded in
93M 164 Atlanta, GA 1898
88M 324 San Francisco, CA 2013
81M 26 Waukesha, WI 2015

NMA

81M 67 Las Vegas, NV 2004
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FAQ

What is the location of Callan Associates Inc's headquarters?
The headquarters of Callan Associates Inc are situated at One Bush Street Suite 700, San Francisco CA
What is Callan Associates Inc's phone number?
Callan Associates Inc's contact number is (415) 274-3020.
What is Callan Associates Inc's official website?
The official website of Callan Associates Inc can be found at callan.com.
What is Callan Associates Inc's current revenue?
As of December 2023, Callan Associates Inc's annual revenue reached $93B.
How many employees does Callan Associates Inc currently have?
Callan Associates Inc employs approximately 259+ people as of December 2023
Which industries is Callan Associates Inc primarily operating in?
Callan Associates Inc operates in the following industries: Credit, Finance
Who is the Managing Partner of Callan Associates Inc?
Callan Associates Inc's Managing Partner is Bob Callan
What are Callan Associates Inc's industry tags?
Callan Associates Inc's industry tags include: Institutional Investment Consulting, Asset Management, Financial Research & Data
When was Callan Associates Inc founded?
Callan Associates Inc was founded in 1973.

Employee Directory

Key Employees

James Callahan

president

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Alina Vartanyan

Operations Project Manager

Phone Email

Adam Mills

Senior Data Engineer

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Jean Saintilme

professor

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Jonathan Gould

Senior Vice President - Real Assets Consulting

Phone Email

Michael Meerschaert

Software Engineer

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Elizabeth Anathan

SVP, Marketing & Corporate Communications Manager

Phone Email

Roxanne Quinn

Alternatives Consulting Analyst

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