MONTCALM TCR LLC
CRD #164521 SEC #801-77138 SAN FRANCISCO, CA 415-326-7650
SEC Registered Private Funds
Total AUM
$223.4M
Discretionary
$223.4M
Employees
4
Clients
--
Accounts
930
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $223.4M | $223.4M | $0 | 4 | 0 |
| Mar 2025 | $223.4M | $223.4M | $0 | 4 | 0 |
| Jun 2024 | $199.4M | $199.4M | $0 | 4 | 0 |
| Mar 2024 | $199.4M | $199.4M | $0 | 3 | 0 |
| Mar 2024 | $199.4M | $199.4M | $0 | 3 | 0 |
| Nov 2023 | $184.2M | $184.2M | $0 | 3 | 0 |
| Mar 2023 | $184.2M | $184.2M | $0 | 3 | 0 |
| Mar 2023 | $183M | $183M | $0 | 3 | 0 |
| Oct 2022 | $183M | $183M | $0 | 4 | 0 |
| Aug 2022 | $183M | $183M | $0 | 3 | 0 |
| Mar 2022 | $183M | $183M | $0 | 3 | 0 |
| Apr 2021 | $171.8M | $171.8M | $0 | 3 | 0 |
| Jul 2020 | $187.5M | $187.5M | $0 | 4 | 0 |
| Apr 2020 | $187.5M | $187.5M | $0 | 4 | 0 |
| May 2019 | $172.9M | $172.9M | $0 | 3 | 0 |
| Mar 2019 | $172.9M | $172.9M | $0 | 4 | 0 |
| Nov 2018 | $166.7M | $166.7M | $0 | 3 | 0 |
| Nov 2018 | $166.7M | $166.7M | $0 | 3 | 0 |
| Oct 2018 | $166.7M | $166.7M | $0 | 3 | 0 |
| Oct 2018 | $166.7M | $166.7M | $0 | 3 | 0 |
| Feb 2018 | $166.7M | $166.7M | $0 | 3 | 0 |
| Apr 2017 | $140M | $140M | $0 | 3 | 26 |
| Mar 2017 | $140M | $140M | $0 | 3 | 26 |
| Mar 2016 | $134M | $134M | $0 | 2 | 26 |
| Aug 2015 | $134.6M | $134.6M | $0 | 3 | 26 |
| Mar 2015 | $122M | $122M | $0 | 3 | 26 |
| Jul 2014 | $115.7M | $115.7M | $0 | 5 | 26 |
| Mar 2014 | $115.7M | $115.7M | $0 | 5 | 26 |
| Jun 2013 | $125.9M | $125.9M | $0 | 6 | 26 |
| Jun 2013 | $125.9M | $125.9M | $0 | 6 | 26 |
| Apr 2013 | $125.9M | $125.9M | $0 | 6 | 26 |
| Feb 2013 | $105M | $105M | $0 | 6 | 0 |
| Dec 2012 | $105M | $105M | $0 | 6 | 0 |
| Oct 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateMay 2025
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$223.4M
Discretionary$223.4M
Non-Disc.$0
Employees4
Clients0
DateJun 2024
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$199.4M
Discretionary$199.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$184.2M
Discretionary$184.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees4
Clients0
DateAug 2022
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$171.8M
Discretionary$171.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2020
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2019
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$172.9M
Discretionary$172.9M
Non-Disc.$0
Employees4
Clients0
DateNov 2018
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees3
Clients0
DateNov 2018
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees3
Clients0
DateOct 2018
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2018
Total AUM$166.7M
Discretionary$166.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2017
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients26
DateMar 2017
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees2
Clients26
DateAug 2015
Total AUM$134.6M
Discretionary$134.6M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees3
Clients26
DateJul 2014
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$115.7M
Discretionary$115.7M
Non-Disc.$0
Employees5
Clients26
DateJun 2013
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees6
Clients26
DateJun 2013
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees6
Clients26
DateApr 2013
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees6
Clients26
DateFeb 2013
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees6
Clients0
DateDec 2012
Total AUM$105M
Discretionary$105M
Non-Disc.$0
Employees6
Clients0
DateOct 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0