Montcalm Tcr LLC
Montcalm Tcr LLC is an SEC-registered wealth manager in San Francisco, CA with $237.5M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Montcalm Tcr LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 164521, SEC 801-77138, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $237.5M (2026-03-11)
- Firm type
- Wealth Manager
- Location
- San Francisco, CA
- Employees
- 4
- Clients
- 133
- CRD
- 164521
- Ownership
- RUXIN, HOLLY, ZIEGEL; PALAZA, NICOLE
How much AUM does Montcalm Tcr LLC have?
Montcalm Tcr LLC reported $237.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Montcalm Tcr LLC?
Disclosed owners and executives of Montcalm Tcr LLC include RUXIN, HOLLY, ZIEGEL, PALAZA, NICOLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.