Buyer's Guide
Callan LLC
Business Model/TypeOCIO + other
An open-architecture/manager-of-manager investment outsourcing platform as one of multiple business-lines.
| Year entered into OCIO business | 1996 |
| Number of relationship managers/sales people | 14 |
| Number of portfolio managers | Investment Committees |
| OCIO percentage of total firm revenue | 10% |
| AUM full discretion | $23.684B |
| Number of full discretionary clients | 9 |
Discretionary assets by fund type
| Defined Benefit | $534M |
| 401(k), 403(b), other DC | $22.574B |
| Endowments/Foundations | $576M |
| Health Care Pools* | $0 |
| Other | $0 |
| *Board designated, funded depreciation. | |