Callan: Detailed Company Information & Corporate Profile
Summary
Callan, founded in 1973 and headquartered in San Francisco, CA, delivers institutional investment consulting, asset management, and financial research & data services to the finance industry. Operating as an independent company with 100‑200 employees, it generates annual revenue between $100 million and $500 million.
The firm’s expertise spans a range of market segments reflected in its SIC codes 6411 and 6199, while its operations are centered in the San Francisco Bay Area DMA. Callan leverages advanced research technology under Head David Zee to provide clients with data‑driven insights.
Leadership is anchored by Senior Vice Presidents Aaron Quach, Eugene, Alex Ford, and Christopher Park, alongside a team of Vice Presidents and specialists in private credit research, real assets consulting, and client operations. The company’s collaborative culture supports its mission to deliver tailored investment solutions.
| Callan Website | callan.com |
| Social Links |    |
| Phone Number | 415-974-5060, 415-274-3020 |
| Industries | |
| Callan Headquarters Address | One Bush Street, San Francisco, CA, 94104 US |
| Company Size | 100-200 employees |
| Specialities & Services | Institutional Investment Consulting, Asset Management, Financial Research & Data |
| SIC Code | 6411, 6199 |
| NAICS Code | 524210 Insurance Agencies and Brokerages, 524291 Claims Adjusting, 524292 Third Party Administration of Insurance and Pension Funds, 524298 All Other Insurance Related Activities |
| DMA Code | San Francisco Bay Area |
| Founded | 1973 |
| Estimated Annual Revenue | $100M - 500M |
| Operating Status | Independent Company |
| Updated: | 2026-10-08 |
Callan Org Chart
Chief Executive Officer
C-Level
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1979 | Privately Held | 25 - 100 | |
| 1988 | Privately Held | 25 - 100 | |
| 1972 | Privately Held | 250 - 500 | |
| 1991 | - | 25 - 100 |
Estimated Website Traffic
The chart shows a growth in traffic to the callan.com website. In September, traffic increased to 18658, compared to 18582 in the previous month. The highest traffic in 2026 was recorded in September, reaching 18658 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Callan's workforce includes employees across a wide range of tenure levels.
6% have been with the company for 1 to 2 years6% have been with the company for 3 to 4 years6% have been with the company for 5 to 7 years8% have been with the company for 8 to 10 years75% have been with the company for more than 11 years
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Callan Corporate Information: FAQ
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