Verified 10 Nov 2026
Callan Family Office, LLC
Callan Family Office, LLC is a partner-led firm in Radnor, Pennsylvania, founded in 2022 to work with foundations, endowments, single family offices and ultra-high-net-worth families. It invests across public and private markets with research from Callan LLC, and also advises on tax strategy, family governance and the formation of single-family offices. Its Form ADV filed on 30 March 2026 reported $10.2 billion in regulatory assets for 170 clients.
- Type
- Multi-family office
- Location
- Radnor, Pennsylvania, United States
- Sectors
- Public equities, Fixed income, Private funds
- Fund size / AUM
- $10.2B regulatory AUM (Form ADV, filed 2026-03-30)
- Latest fund or filing
- 30 Mar 2026
- Website
- www.callanfamilyoffice.com
Contacts on file
For Callan Family Office, LLC, the paid file holds: 2 named decision-makers with roles.
Get US family offices, $995 Free sample
One-time payment. No subscription. No account.
Sources
- adviserinfo.sec.gov/firm/summary/317446
- reports.adviserinfo.sec.gov/reports/ADV/317446/PDF/317446.pdf
- callanfamilyoffice.com/
- callanfamilyoffice.com/investment-management/
- callanfamilyoffice.com/about/
- www.callanfamilyoffice.com/
Last checked 10 Nov 2026. Is something wrong? Tell us.
Appears in 8 lists
US family offices that invest in private funds (85)Family offices that invest in fixed income (93)Family offices that invest in private funds (109)Family offices in the Northeast (112)Multi-family offices in the United States (193)Multi-family offices (236)Family offices that invest in public equities (274)Family offices in the United States (481)