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OCIO / Wealth RIA SEC Form ADV 7.B Roadshow Hub: San Francisco, CA HQ: San Francisco, CA

Callan

$41.9B Total AUM · Institutional LP profile covering 27 historical fund disclosure records ($2.66B parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Private Credit, Real Estate, Venture Capital, Distressed / Special Situations (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
27
5 Open Source Trails Below
Sum of Disclosed Rows
$2.66B
Total AUM: $41.9B
Median Disclosed Amount
$78.8M
Range: $15.0M – $231.5M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/27)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Callan

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 27 total tracked records (+22 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
Alpine Investors Iceman CV (-A) LPAdviser 7.B Vehicle Buyout 2025
$201.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Hedosophia Strategic Partners L.P.Adviser 7.B Vehicle Secondaries 2025
$191.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
VWH Partners IV LPAdviser 7.B Vehicle Buyout 2025
$191.3M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
TrueBridge Capital Partners Fund VIIIAdviser 7.B Vehicle Venture Capital 2024
$35.0M
Adviser-managed fund GAV · As of March 2026
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Alchemy Special Opportunities Fund VAdviser 7.B Vehicle Distressed / Special Situations 2024
$171.1M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Callan

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Callan (OCIO / Wealth RIA, $41.9B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 15.0% vs. 13.2% Actual; $754.9M Unallocated Target Bandwidth). SEC Form ADV (801-9219, CRD #107687) verified $41.94B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($10M-$30M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-02-19

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Callan

699 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Callan (26 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 14 Shared Vehicles

Hanwha Life Insurance General Account

Insurance Company Seoul, South Korea
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Phoenix Bear Partners, L.P. (2023 Vintage)
Callan: $67.0M · SEC Form ADV 7.B
Hanwha Life Insurance General Account: $111.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Pimco Tactical Credit Opportunities Fund V (2023 Vintage) · Permira VIII-2 SCSp (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 14 Shared Vehicles

Ep Wealth Advisors

Family Office / MFO Torrance, CA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
ALCHEMY SPECIAL OPPORTUNITIES V (2024 Vintage)
Callan: $171.1M · SEC Form ADV 7.B
Ep Wealth Advisors: $193.6M · SEC Form ADV 7.B

Additional shared vehicles: Phoenix Bear Partners, L.P. (2023 Vintage) · Permira VIII-2 SCSp (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 11 Shared Vehicles

TIAA General Account

Insurance Company New York / Tri-State
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Permira VIII-2 SCSp (2023 Vintage)
Callan: $37.2M · SEC Form ADV 7.B
TIAA General Account: $92.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Phoenix Bear Partners, L.P. (2023 Vintage) · Pimco Braemar Real Estate Fund IV (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+696 Additional Institutional LPs Report Shared Vehicles with Callan

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Callan

You are viewing 5 open public preview records (out of 27 total tracked records for Callan) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 27 tracked historical disclosure records (+22 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (699 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Callan

Buyout LPs →Private Credit LPs →Real Estate LPs →Venture Capital LPs →Distressed / Special Situations LPs →

Frequently Asked Questions: Callan

What type of institutional allocator is Callan and what is their typical disclosed ticket size?

Callan is categorized under OCIO / Wealth RIA (Regional Roadshow Hub: San Francisco, CA; Headquarters: San Francisco, CA). Across 27 historical disclosure records tracked on Prilago ($2.66B total parsed USD across disclosed rows), the median disclosed amount is $78.8M (range: $15.0M to $231.5M).

Which private-market strategies appear in Callan's public disclosures?

Callan has disclosed records across Buyout, Private Credit, Real Estate, Venture Capital, Distressed / Special Situations. Open preview records include Alpine Investors Iceman CV (-A) LP (2025 Vintage), Hedosophia Strategic Partners L.P. (2025 Vintage), VWH Partners IV LP (2025 Vintage), TrueBridge Capital Partners Fund VIII (2024 Vintage).

How are Callan's historical records substantiated and separated from active searches on Prilago?

Records for Callan cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Callan's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/callan or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Callan?

In Prilago's bilateral commitment graph, Callan shares resolved underlying fund vehicles with 699 institutional LPs across 26 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Hanwha Life Insurance General Account (14 shared vehicles, e.g. Phoenix Bear Partners, L.P. (2023 Vintage)), Ep Wealth Advisors (14 shared vehicles, e.g. ALCHEMY SPECIAL OPPORTUNITIES V (2024 Vintage)), TIAA General Account (11 shared vehicles, e.g. Permira VIII-2 SCSp (2023 Vintage)).

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