Montcalm TCR LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$233,792,896
Clients
132
Advisors
2
of 4 employees
About
Montcalm TCR LLC provides customized investment management to individuals, trusts, estates, charitable organizations and corporations, and it serves as investment manager to a private investment fund. The firm also offers a donor-advised fund option and provides ongoing portfolio monitoring and reporting for its clients.
Montcalm generally manages client assets on a discretionary, asset-allocation basis informed by a documented client profile and periodic reviews, and it may allocate client capital to private funds and alternative strategies that can employ leverage, derivatives or hedging. The firm may engage third‑party consultants and sub-advisers to inform or manage portions of client portfolios, and investments in its private fund are offered to clients on a non-discretionary basis.
Noteworthy features include Montcalm’s role as sponsor and adviser to Montcalm Capital Fund I LP, with the adviser and the fund’s general partner under common ownership, and the firm’s willingness to provide portfolio management for pooled vehicles and donor-advised assets—capabilities that are uncommon among similarly sized advisers. The firm operates with a small, concentrated team overseeing institutional-scale assets and discloses an outside board affiliation in the digital assets sector as an activity separate from its client solicitation or investment recommendations.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.0% $2,000,001 - $5,000,000: 0.95% $5,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.80% $25,000,001 - $50,000,000: 0.60% $50,000,001 - $100,000,000: 0.40% $100,000,001+: 0.20%
Account minimum: $1,000,000 (may be waived at Montcalm's discretion) Minimum fee: $1,500 annual minimum fee per household
Main office
16 Funston Ave, Suite A
San Francisco CA 94129
Advisors at this office
2
Most active in
California · New Hampshire · New York · Texas
Also doing business as
Enlighten Capital · Montcalm Tcr LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David R
Series 65
San Francisco, CA
Montcalm TCR LLC
David Ruxin is a financial advisor at Montcalm TCR LLC with one year of industry experience. He holds a Series 65 designation and has worked in various roles including corporate finance projects for Vibrant Emotional Health. Montcalm TCR LLC provides customized investment management primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm manages both individual accounts and a pooled private investment vehicle, using discretionary, asset-allocation strategies that may include private funds, alternative investments, derivatives, and hedging techniques.
Holly R
Series 63, Series 66
San Francisco, CA
Montcalm TCR LLC
Holly Ruxin is a financial advisor at Montcalm TCR LLC with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Montcalm TCR since 2012. Outside of her advisory role, she serves on the Board of Directors of the Crypto Company, where she participates in governance and committee decisions related to compensation, audit, and governance. Montcalm TCR LLC provides customized investment management primarily for individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary, asset-allocation based portfolios using fundamental and technical analysis and also sponsors a private fund focused on early-stage and privately placed securities.
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