# CALLAN LLC

CALLAN LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 107687
- Type: SEC-registered investment adviser
- SEC file number: 801-9219
- Location: ONE BUSH STREET, SUITE 700, SAN FRANCISCO, CA, 94104
- Phone: 415-974-5060
- Latest filing: 2026-03-24
- Regulatory AUM: $41.9B
- Discretionary AUM: $41.9B
- Clients: 202
- Accounts: 25

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (21)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer Gallo | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | San Francisco, CA |
| Ronald Douglas Peyton | EXECUTIVE CHAIRMAN & DIRECTOR (ELECTED MANAGER) | San Francisco, CA |
| Gregory C Allen | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER) | — |
| Inga B Sweet | EVP, COO & DIRECTOR (ELECTED MANAGER) | — |
| James Andrew Callahan | PRESIDENT & DIRECTOR (ELECTED MANAGER) | — |
| Shalaka Kachare | SVP & CHIEF FINANCIAL OFFICER | — |
| REDO DAVID LUCIEN | DIRECTOR | — |
| ALLEN WILLIAM C | CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER); PRESIDENT & CEO & CHIEF RESEARCH OFFICER, & DIRECTOR (ELECTED MANAGER); PRESIDENT & CEO & DIRECTOR OF RESEARCH, & DIRECTOR (+3 more) | — |
| BONNETTE DAVID FRANCIS | DIRECTOR; DIRECTOR (ELECTED MANAGER); EXECUTIVE VICE PRESIDENT (+1 more) | — |
| CALLAN EDWIN CULP | CHAIRMAN & DIRECTOR; CHAIRMAN EMERITUS & DIRECTOR | — |
| PEYTON RONALD DOUGLAS | CHAIRMAN, CEO, COO, & DIRECTOR; CHAIRMAN, CEO, & DIRECTOR; EXECUTIVE CHAIRMAN & DIRECTOR (+2 more) | — |
| TAYLOR-HAMBLY SUSAN LYNN | SR. VP & CFO; SR. VP, CFO, & CCO; SR. VP, CFO, & CHIEF COMPLIANCE OFFICER | — |
| TAYLOR CHERYL LYNN | SR. VP & CFO; SR. VP, CFO, & CCO | — |
| CALLAN GAY | DIRECTOR | — |
| CALLAN JOHN CLINTON | DIRECTOR | — |
| DE LUCE ANN C | CHIEF COMPLIANCE OFFICER; EVP & CHIEF COMPLIANCE OFFICER; EVP, COO, CHIEF COMPLIANCE OFFICER & DIRECTOR (+1 more) | — |
| OLEARY MICHAEL JOSEPH | DIRECTOR; DIRECTOR (ELECTED MANAGER) | — |
| SWEET INGA B | EVP, COO & DIRECTOR; EVP, COO & DIRECTOR (ELECTED MANAGER) | — |
| CALLAHAN JAMES ANDREW | PRESIDENT & DIRECTOR (ELECTED MANAGER) | — |
| Kachare Shalaka | SVP & CHIEF FINANCIAL OFFICER | — |
| Gallo Jennifer | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER; SVP & GENERAL COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107687/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107687/similar
- Related entities: https://search.stillhousedata.com/firm/107687/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107687

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.