MONTCALM TCR LLC

other names
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Adviser Profile
As of Date 06/17/2024
Adviser Type - Large advisory firm
Number of Employees 4 33.33%
of those in investment advisory functions 3 50.00%
Registration SEC, Approved, 10/02/2012
AUM* 199,428,396 8.28%
of that, discretionary 199,428,396 8.28%
Private Fund GAV* 3,045,500
Avg Account Size 237,415 8.28%
% High Net Worth 39.50% -51.45%
SMA’s Yes
Private Funds 1 1
Contact Info 415 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Recent News

Reported AUM

Discretionary
Non-discretionary
188M 161M 134M 107M 80M 54M 27M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$3,045,500

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