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Building 2MONTCALM CAPITAL MANAGEMENT LLC

Map pinSAN FRANCISCO, CA
Phone415-326-7650
NotebookSEC #801-117743
Total AUM
$3.9M
Employees
1
Clients
2

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1083 MISSION STREET
SECOND FLOOR
SAN FRANCISCO
CA 94103
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
415-326-7650

ReceiptFinancials

Total AUM
$3.9M
Accounts
2
Discretionary
$3.9M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$3.9M

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING WITH CORPORATE CLIENTS
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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