MONTCALM TCR LLC
Total AUM
$237.5M
Employees
4Clients
133Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
16 FUNSTON AVE
SUITE A
SAN FRANCISCO
CA 94129
United States
SUITE A
SAN FRANCISCO
CA 94129
United States
Operating Hours
8AM-4PM
Monday - Friday
Monday - Friday
Phone
415-326-7650
Financials
Total AUM
$237.5M
Accounts
973Discretionary
$237.5M
Accounts
973Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
73AUM
$33.2M
HNW Individual Clients
59AUM
$200.5M
Charitable Organization Clients
1AUM
$3.7M
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CANHNYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.