Callan Micro Cap Value Equity Fund — Form D/A
Callan Micro Cap Value Equity Fund of San Francisco, CA, a pooled investment fund, filed a Form D amendment with the SEC on 2020-06-08. $105.9M was reported sold. Industry: Pooled Investment Fund.
Offering
- Filed: 2020-06-08
- Form: D/A
- Accession: 0001576999-20-000001
- Industry: Pooled Investment Fund
- Exemptions: 06b, 3C, 3C.7
- Amount sold: $105.9M
- Minimum investment: $25.0M
- Investors: 1
- Date of first sale: 2013-05-02
- Security types: fund interests
- SEC file number: 021-196548
Issuer
- Name: Callan Micro Cap Value Equity Fund
- CIK: 0001576999
- Entity type: Other
- Jurisdiction: DELAWARE
- Incorporated: 2013
- Address: 600 Montgomery Street, San Francisco, CA, 94111
- Phone: 415-974-5060
Officers, directors & promoters (12)
| Name | Role | Location |
|---|
| n/a BNY Mellon Trust of Delaware | Executive Officer | Greenville, DE |
| Jennifer Gallo | Executive Officer | San Francisco, CA |
| James A Callahan | Executive Officer | San Francisco, CA |
| n/a Callan LLC | Executive Officer | San Francisco, CA |
| n/a Callan LLC | Promoter | San Francisco, CA |
| Ann C De Luce | Executive Officer | San Francisco, CA |
| Ronald Douglas Peyton | Executive Officer | San Francisco, CA |
| n/a Callan Associates Inc. | Promoter | San Francisco, CA |
| Trustee BNY Mellon Trust of Delaware | Promoter | Greenville, DE |
| Investment Manager Callan Associates Inc. | Promoter | San Francisco, CA |
| Gregory C Allen | Executive Officer | — |
| Inga B Sweet | Executive Officer | — |
Other filings by this issuer (8)
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