MONTCALM TCR LLC other names

{{ Info.Overview }}
Revenue: {{ Info.Revenue | formatUSD }} Headquarters: {{ Info.Headquarters }}

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, 10/2/2012

AUM:

199,428,396 8.28%

of that, discretionary:

199,428,396 8.28%

Private Fund GAV:

3,045,500 100.00%

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News



Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $3,045,500

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM # funds
CRESCENDO ASSET MANAGEMENT LLC - - - - - - - - 184.5m -
MASON CAPITAL PARTNERS - - - - - - 117.8m 117.8m 200.5m 3
VIRTERA PARTNERS LLC - - - - - - 161.5m 161.5m 346.9m 5
GLL INVESTORS - - - - - - 187.2m 187.2m 188.1m 5
SYMBIOTIC CAPITAL - - - - - - 252.5m 252.5m 252.5m 2
KARLOV STREET CAPITAL, LLC - - - - - - 257.2m 257.2m 257.2m 27
STOCK FARM PARTNERS LLC - - - - - - 154.0m 154.0m 154.0m 3
KEMPNER CAPITAL MANAGEMENT, INC. - - - - - - 69.8m 69.8m 195.6m 1
CINTRIFUSE CAPITAL - - 12.7m - - - 160.5m 173.2m 173.2m 6
GMG PRIVATE COUNSEL ULC - - - - - - - - 192.6m -

Private Funds



Employees