CALLAN CAPITAL LLC Overview
Callan Capital Llc is an investment advisor that manages 704.9 MM dollars in regulatory AUM and has 9 employees, of which 4 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 601MM in positions, representing 85% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/11 to 09/30/21. The fund's latest filing disclosed 601MM in positions, representing 85% of the manager's regulatory AUM.
CALLAN CAPITAL LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
CALLAN CAPITAL LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SCHB | 16.66% | ETF | 8.9% | -0.04% | 1 | 3% | ||
| SCHF | 10.4% | ETF | 4.39% | -0.38% | 0 | 4% | ||
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FEATURED IN
CALLAN CAPITAL LLC Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Trevor M. Callan | Chief Executive Officer / Managing Member | January-2007 |
| Tim S. Callan | President | January-2007 |
| Ryan J. Callan | Chief Operating Officer / Chief Compliance Officer | January-2007 |
CALLAN CAPITAL LLC Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
CALLAN CAPITAL LLC Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis
Callan’s methods of analysis include cyclical analysis and fundamental analysis. Cyclical Analysis involves the process of making investment decisions based on the
different stages of a business cycle during a given point in time.
Fundamental analysis is a method of evaluating a security or fund and attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors.
The main sources of information include financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Investment Strategies
Callan employs 5 model portfolios. After consulting with the client and determining suitability, time horizon and risk tolerance we match the client with the...
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Methods of Analysis
Callan’s methods of analysis include cyclical analysis and fundamental analysis. Cyclical Analysis involves the process of making investment decisions based on the
different stages of a business cycle during a given point in time.
Fundamental analysis is a method of evaluating a security or fund and attempting to measure its intrinsic value by examining related economic, financial and other qualitative and quantitative factors.
The main sources of information include financial newspapers and magazines, research materials prepared by others, corporate rating services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases.
Investment Strategies
Callan employs 5 model portfolios. After consulting with the client and determining suitability, time horizon and risk tolerance we match the client with the...
Unlock Full Investment Process Description
CALLAN CAPITAL LLC Portfolio Concentration
CALLAN CAPITAL LLC Location
1250 PROSPECT STREET
SUITE 1
LA JOLLA, California
UNITED STATES, 92037
SUITE 1
LA JOLLA, California
UNITED STATES, 92037
CALLAN CAPITAL LLC Contact Information
Phone Number: 858-551-3800
Fax Number: 858-551-3801
Website: http://www.callancapital.com
Fax Number: 858-551-3801
Website: http://www.callancapital.com
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