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

Reported AUM

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

Private Funds

Employees

Private Funds Structure

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

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