EVP, COO & Director (elected Manager) · Callan
Inga B Sweet
CRD 6767230 · 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 Inga B Sweet on its Form ADV as EVP, COO & Director (elected Manager), a control person.
Firms and roles
- CallanEVP, COO & Director (elected Manager)Asset manager · SAN Francisco, CA · $42B in regulatory assets
AtlasMembers
Inga’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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Colleagues named on the same filings
- Ronald D. PeytonExecutive Chairman & Director (elected Manager), Callan
- Gregory C AllenCEO & Chief Research Officer, & Director (elected Manager), Callan
- James A. CallahanPresident & Director (elected Manager), Callan
- Shalaka KachareSVP & Chief Financial Officer, Callan
- Jennifer GalloGeneral Counsel and Chief Compliance Officer, Callan
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Inga’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.