August 26, 2016 5:59 AM ET

Capital Markets

Company Overview of Callan Associates Inc.

Company Overview

Callan Associates Inc. provides investment consulting services in the United States. It offers research, education, decision support, and advice to institutional investors. The company also provides fund sponsor consulting and asset management services. It serves fund sponsors, financial intermediaries, and investment managers. Callan Associates Inc. was founded in 1973 and is based in San Francisco, California with regional offices in Denver, Colorado; Atlanta, Georgia; Chicago, Illinois; and Summit, New Jersey.

600 Montgomery Street

Suite 800

San Francisco, CA 94111

United States

Founded in 1973

Phone:

415-974-5060

Fax:

415-291-4014

Key Executives for Callan Associates Inc.

Chairman of the Board and Chief Executive Officer
Age: 69
President and Director of Research
Age: 52
Founder and Chairman Emeritus
Chief Financial Officer and Senior Vice President
Chief Operating Officer, Chief Compliance Officer and Executive Vice President
Compensation as of Fiscal Year 2016.

Callan Associates Inc. Key Developments

Callan Associates Inc. Presents at Global Ag Investing Conference 2016, Apr-26-2016 09:00 AM

Callan Associates Inc. Presents at Global Ag Investing Conference 2016, Apr-26-2016 09:00 AM. Venue: New York, United States. Speakers: Jamie Shen, Senior Vice President.

Callan Associates Inc. Presents at 7th Annual Global Real Assets Investment Forum, Feb-23-2016 04:55 PM

Callan Associates Inc. Presents at 7th Annual Global Real Assets Investment Forum, Feb-23-2016 04:55 PM. Venue: Apella, New York, New York, United States. Speakers: Sarah S Angus, Senior Vice President.

Callan Associates Inc. Presents at Public Funds Summit 2016, Jan-13-2016 02:00 PM

Callan Associates Inc. Presents at Public Funds Summit 2016, Jan-13-2016 02:00 PM. Venue: Fairmont Scottsdale Princess, Scottsdale, Arizona, United States.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
1509225 Ontario, Inc. United States
1650 Wealth Management, LLC United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

The information and data displayed in this profile are created and managed by Capital IQ, a Standard & Poor's company. Bloomberg.com does not create or control the content. For inquiries, please contact Capital IQ directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
Bloomberg L.P. United States
NYC2012, Inc. United States
Rush University United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Callan Associates Inc., please visit www.callan.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.