Montcalm Tcr LLC
● SEC registered since 2012CRD 164521SEC# 801-77138San Francisco, CA
Ranks #4,903 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$237.5M
Fund GAV
$832K
Private funds
1
Employees
4
Accounts
973
Location
San Francisco, CA
Montcalm Tcr LLC assets under management
Montcalm Tcr LLC is an investment advisory firm registered with the SEC based in San Francisco, CA. The firm has been registered since 2012. It reports $237.5 million in regulatory assets under management and employs 4 people. Montcalm Tcr LLC manages 1 private fund with combined gross assets of $831,827, including Montcalm Capital Fund I LP - Clearas 2018 Series P.s. By regulatory assets, it ranks 4,903 of 6,004 private fund managers.
Montcalm Tcr LLC private funds
1 funds · $832K GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Montcalm Capital Fund I LP - Clearas 2018 Series P.s. | Other Private | $832K | $5K |
Montcalm Tcr LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Holly Ziegel Ruxin Control | Member- Manager, Chief Executive Officer, Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Montcalm Tcr LLC manage?
Montcalm Tcr LLC reports $237.5 million in regulatory assets under management on its Form ADV.
How many private funds does Montcalm Tcr LLC manage?
Montcalm Tcr LLC manages 1 private funds with combined gross assets of $831,827.
How many employees does Montcalm Tcr LLC have?
Montcalm Tcr LLC reports 4 employees.
Where is Montcalm Tcr LLC located?
Montcalm Tcr LLC is based in San Francisco, CA and has been SEC-registered since 2012.
Does Montcalm Tcr LLC disclose fund performance?
Montcalm Tcr LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16 Funston Ave, Suite a, San Francisco, CA 94129 |
| Phone | 415-326-7650 |
| Office hours | 8a.m.-4p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$237.5M▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
AUM vs fund managersTop 82%
Larger than 18% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$237.5Mregulatory AUM
Discretionary $237.5M