MONTCALM TCR LLC
  • MONTCALM TCR LLC
  • ENLIGHTEN CAPITAL

Adviser Profile

As of Date 03/11/2026
Registration SEC, Approved, 10/02/2012
ADV Location SAN FRANCISCO, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 237,542,520 6%
of that, discretionary 237,542,520 6%
Number of Employees 4
of those in investment advisory functions 3
Private Fund GAV* 831,827 0%
Avg Account Size 244,134 2%
% High Net Worth 44.36% -8%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

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

Reported AUM

238M 204M 170M 136M 102M 68M 34M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name ASSURANCE DIMENSIONS Filing Date10/28/2025 Form ADV-E View Report

Private Funds Structure

Count GAV
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