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Building 2MONTCALM TCR LLC

Map pinSAN FRANCISCO, CA
Phone415-326-7650
NotebookSEC #801-77138
Total AUM
$237.5M
Employees
4
Clients
133

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16 FUNSTON AVE
SUITE A
SAN FRANCISCO
CA 94129
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
415-326-7650

ReceiptFinancials

Total AUM
$237.5M
Accounts
973
Discretionary
$237.5M
Accounts
973
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
73
AUM
$33.2M
HNW Individual Clients
59
AUM
$200.5M
Charitable Organization Clients
1
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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