Investment adviser · CRD 142527

CALLAN CAPITAL, LLC

Investment adviser filing (IA)

LA JOLLA, CA, United States · Form ADV filed Mar 18, 2025

Regulatory AUM: $2.33B
Client accounts: 1,386
Employees: 21
Advisory professionals: 8

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	263	$2,293,922,771	98.4%
Individuals	63	$23,970,351	1.0%
Charities	Fewer than 5	$6,421,242	0.3%
Retirement plans	Fewer than 5	$5,805,330	0.2%
Corporations & businesses	Fewer than 5	$182,354	0.0%

Filing source

Form ADV 1952088 · Mar 18, 2025 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

CALLAN CAPITAL DISTRESSED DEBT AND INCOME OPPORTUNITY FUND I LP A PARTNERSHIPPrivate Equity Fund · Last reported Oct 1, 2014$257KGross asset value

Auditor LAVINE, LOFGREN, MORRIS & ENGELBERG, LLP LA JOLLA, California, United States

Custodian CHARLES SCHWAB & CO., INC. SAN FRANCISCO, California, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: No
External marketing: No

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source

Fund ID: 805-7118268049
Reported beneficial owners: 28
Minimum commitment: $50K

Form ADV 847136 · Oct 1, 2014 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 18, 2025. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

1250 PROSPECT STREET, SUITE 01
LA JOLLA, CA, 92037, United States

CRD 142527

Filing source

Form ADV 1952088 · Mar 18, 2025 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.