RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 5, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PALAZA, NICOLEIMEMBER-MANAGER AND CHIEF COMPLIANCE OFFICERNA Control
PALAZA, NICOLEIMEMBER-MANAGER AND CHIEF COMPLIANCE OFFICERNA Control
PALAZA, NICOLEIMEMBER-MANAGER AND CHIEF COMPLIANCE OFFICERNA Control
PALAZA, NICOLEIMEMBER-MANAGER AND CHIEF COMPLIANCE OFFICERNA Control
PALAZA, NICOLEICHIEF COMPLIANCE OFFICERNA Control
RUXIN, HOLLY, ZIEGELIMANAGER AND CHIEF EXECUTIVE OFFICERNA Control
RUXIN, HOLLY, ZIEGELIMANAGER AND CHIEF EXECUTIVE OFFICERNA Control
RUXIN, HOLLY, ZIEGELIMANAGER AND CHIEF EXECUTIVE OFFICERNA Control
PALAZA, NICOLEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
PALAZA, NICOLEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
PALAZA, NICOLEIMEMBER AND CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER AND CHIEF EXECUTIVE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER AND CHIEF EXECUTIVE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER AND CHIEF EXECUTIVE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER AND CHIEF EXECUTIVE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIOWNERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control
RUXIN, HOLLY, ZIEGELIMEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 5, 2025 REGISTERED

Notice Filings (6)

CA FL IL NH NY TX

Address

16 FUNSTON AVE
SUITE A
SAN FRANCISCO, CA 94129
United States
Phone: 415-326-7650