Callan Associates
Highly Engaged Employees
Highly Engaged EmployeesBusiness Services · California, United States · 51-200 Employees
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Overview
Headquarters
600 Montgomery St Ste 800, San Francisco...Website
www.callan.comRevenue
$92.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Callan Associates
Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the largest independently owned investment consulting firms in the U.S. Callan uses a client-focused consulting model to serve pension and defined contribution plan sponsors, endowments, foundations, independent investment advisers, investment managers, and other asset owners.Explore more
Callan Associates Org Chart
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Activity Insights
Callan Associates is experiencing very low activity levels compared to other companies in the Business Services sector.
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Callan Associates is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Callan Associates.
Callan Associates Tech Stack
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Most Recent Scoops
Facilities Relocation / Expansion
Callan Associates is planning to move offices in December 2025. The move will impact approximately 10 employees at the existing office located at 1900 16Th Street, Suite #1175, Denver, CO.
Facilities Relocation/Expansion
New Hire
Executive Move
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Left Company
Executive Move
Executive Moves, Left Company
Callan Associates News & Media
Crowd Street Expands Educational Webinar Series in Collaboration with Institutional Investment Consultant Callan
Scheduled for April 15, the second session in the series will explore the private equity market with Callan SVP David Wong as access and popularity of private markets increases Scheduled for April 15, the second session in the series will explore the private equity market with Callan SVP David Wong as access and popularity of private markets increasesCrowd Street Launches Educational Webinar Series with Institutional Investment Consultant Callan
First session will explore the private credit market with Callan’s Cos Braswell as individual investor interest in private markets continues to grow First session will explore the private credit market with Callan’s Cos Braswell as individual investor interest in private markets continues to growCallan's Nuclear Decommissioning Funding Study Shows Substantial Increase in Fund Balances, Driven by Stock Market Gains
SAN FRANCISCO, Feb. 18, 2026 /PRNewswire/ -- Callan, a leading institutional investment consulting firm, announced the results of its 2025 Nuclear Decommissioning Funding Study, outlining insights into the status of nuclear decommissioning funding in the U.S. Callan found that nuclear...Callan Family Office Crosses $10 Billion in Assets Under Management
Organic growth powered the ultra-high-net-worth multifamily office to $10 billion in under four years as an independent firm. Organic growth powered the ultra-high-net-worth multifamily office to $10 billion in under four years as an independent firm.
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Callan was founded as an employee-owned investment consulting firm in 1973. Ever since, we have empowered institutional clients with creative, customized investment solutions backed by proprietary research, exclusive data, and ongoing education. Today, Callan advises on more than $3 trillion in total fund sponsor assets, which makes it among the la... Read More
