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Fund Manager

Montcalm TCR

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MT
Montcalm TCR

Fund Manager

Primary Strategy: Other

Year Founded: 2012

Number of Employees: 6

Ownership: Privately Held

Year End: December

Description

Montcalm is a San Francisco-based wealth management and capital markets trading firm that blends expert investing with new economy sustainability and independent vision. Montcalm guides clients to engage with their wealth. The firm provides expert investment advice and intelligent risk management that supports the values, needs and goals of clients in the short and long-term, while facilitatin

Contact

Website: Link to website

LinkedIn: linkedin.com/company/montcalm-tcr

Address

16 Funston Ave, Suite A, San Francisco, California, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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