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CEO & Chief Research Officer, & Director (elected Manager) · Callan

Gregory C Allen

CRD 5268058 · Named on Form ADV at one SEC-registered adviser

At a glance

Callan, an SEC-registered asset manager based in SAN Francisco, CA with $41.9 billion in regulatory assets, lists Gregory C Allen on its Form ADV as CEO & Chief Research Officer, & Director (elected Manager), a control person.

Firms and roles

  • CallanCEO & Chief Research Officer, & Director (elected Manager)Asset manager · SAN Francisco, CA · $42B in regulatory assets

AtlasMembers

Gregory’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Gregory’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.