CALLAHAN CAPITAL MANAGEMENT
CALLAHAN CAPITAL MANAGEMENT INC Legal Name
Adviser information for CALLAHAN CAPITAL MANAGEMENT last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Colorado, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 362 | $179.6M |
| Non-Discretionary | 1 | $10,679 |
| Total | 363 | $179.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 337 | $81.8M |
| HNW Individuals | 61 | $97.8M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 324 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-110441 |
|---|---|
| SEC ERA File Number | 801-110441 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 110568 |
| Legal Entity Identifier | None |
Principal Office
1169 HILLTOP PKWY106A
STEAMBOAT SPRINGS
CO
United States
Monday - Friday, 8:00AM-5:00PM
Tel: 970-870-8750, Fax: 970-870-8748
Websites
Chief Compliance Officer
DAVID SHEPARD
PRES
1169 HILLTOP PKWY
106A
STEAMBOAT SPRINGS
CO
United States
Tel:
970-870-8750
Fax:
970-870-8748
D****@******************M
(Full email address available in API data)
Regulatory Contact
JOHN MCCOLLUM
MANAGER OF CLIENT SERVICES
1169 HILLTOP PKWY
106A
STEAMBOAT SPRINGS
CO
United States
Tel:
970-870-8750
Fax:
970-870-8748
J***@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SHEPARD, DAVID, BRUCE | Individual | – | PRESIDENT / CCO | 12/2012 | > 75% |