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Montcalm Tcr LLC

● SEC registered since 2012CRD 164521SEC# 801-77138San Francisco, CA
Export (members)
Ranks #4,649 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$223.4M
Fund GAV
$834K
Private funds
1
Employees
4
Accounts
930
Location
San Francisco, CA

Montcalm Tcr LLC assets under management

Montcalm Tcr LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2012. It reports $223.4 million in regulatory assets under management and employs 4 people. Montcalm Tcr LLC manages 1 private fund with combined gross assets of $834,248, including Montcalm Capital Fund I LP - Clearas 2018 Series P.s. By regulatory assets, it ranks 4,649 of 5,911 private fund managers.
montcalmtcr.addepar.comView on SEC.gov ↗

Montcalm Tcr LLC private funds

1 funds · $834K GAV
FundTypeGross assetsMin.
Montcalm Capital Fund I LP - Clearas 2018 Series P.s.Other Private$834K$5K

Montcalm Tcr LLC owners & executives

1 reported
NameTitleOwnershipSince
Holly Ziegel Ruxin ControlMember- Manager, Chief Executive Officer, Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Montcalm Tcr LLC manage?

Montcalm Tcr LLC reports $223.4 million in regulatory assets under management on its Form ADV.

How many private funds does Montcalm Tcr LLC manage?

Montcalm Tcr LLC manages 1 private funds with combined gross assets of $834,248.

How many employees does Montcalm Tcr LLC have?

Montcalm Tcr LLC reports 4 employees.

Where is Montcalm Tcr LLC located?

Montcalm Tcr LLC is based in San Francisco, CA and has been SEC-registered since 2012.

Does Montcalm Tcr LLC disclose fund performance?

Montcalm Tcr LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address16 Funston Ave, Suite a, San Francisco, CA 94129
Phone415-326-7650
Office hours8a.m.-4p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$223.4M
Non-discretionary$0
Total (RAUM)$223.4M

Service providers

Auditor
Richey May &
Custodian
First Republic Bank
Administrator
Hc Global