SVP & Chief Financial Officer · Callan
Shalaka Kachare
CRD 7336284 · 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 Shalaka Kachare on its Form ADV as SVP & Chief Financial Officer, a control person.
Firms and roles
- CallanSVP & Chief Financial OfficerAsset manager · SAN Francisco, CA · $42B in regulatory assets
AtlasMembers
Shalaka’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
- Locked
- 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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Colleagues named on the same filings
- Ronald D. PeytonExecutive Chairman & Director (elected Manager), Callan
- Gregory C AllenCEO & Chief Research Officer, & Director (elected Manager), Callan
- Inga B SweetEVP, COO & Director (elected Manager), Callan
- James A. CallahanPresident & Director (elected Manager), 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 Shalaka’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.