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MONTCALM TCR LLC
CRD 164521 · SEC 801-77138
16 FUNSTON AVE, SUITE A, SAN FRANCISCO, CA, 94129, United States
Phone
415-326-7650
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$237.5M
Discretionary AUM
$237.5M
Team
4 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $33.2M |
| High net worth individuals | 59 | $200.5M |
| Charitable organizations | 1 | $3.7M |
States served
CA, NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD