RIA Intelligence

MONTCALM CAPITAL MANAGEMENT LLC

CRD #299692 SEC #801-117743 SAN FRANCISCO, CA 415-326-7650
SEC Registered Private Funds
Total AUM
$3.9M
Discretionary
$3.9M
Employees
1
Clients
--
Accounts
2

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Cooper, David, LouisICHIEF INVESTMENT OFFICERNA
Cooper, David, LouisICHIEF INVESTMENT OFFICERNA
MONTCALM CAPITAL, LLCDEMEMBERE Control
MONTCALM CAPITAL, LLCDEMEMBERE Control
MONTCALM CAPITAL, LLCDEMEMBERE Control
MONTCALM CAPITAL, LLCDEMEMBERE Control
MONTCALM CAPITAL, LLCDEMEMBERE Control
RUXIN, HOLLY, ZIEGELICEO AND CCOE Control
RUXIN, HOLLY, ZIEGELICEO AND CCOE Control
RUXIN, HOLLY, ZIEGELICEO AND CCOE Control
RUXIN, HOLLY, ZIEGELICEO AND CCOE Control
RUXIN, HOLLY, ZIEGELICEO AND CCOE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MONTCALM HOLDINGS, LLCDEMONTCALM CAPITAL, LLCE Control
MONTCALM HOLDINGS, LLCDEMONTCALM CAPITAL, LLCE Control
MONTCALM HOLDINGS, LLCDEMONTCALM CAPITAL, LLCE Control
MONTCALM HOLDINGS, LLCDEMONTCALM CAPITAL, LLCE Control
MONTCALM HOLDINGS, LLCDEMONTCALM CAPITAL, LLCE Control
RUXIN, HOLLY, ZIEGELIMONTCALM HOLDINGS, LLCE Control
RUXIN, HOLLY, ZIEGELIMONTCALM HOLDINGS, LLCE Control
RUXIN, HOLLY, ZIEGELIMONTCALM HOLDINGS, LLCE Control
RUXIN, HOLLY, ZIEGELIMONTCALM HOLDINGS, LLCE Control
RUXIN, HOLLY, ZIEGELIMONTCALM HOLDINGS, LLCE Control

Registrations

Federal

IA
Mar 29, 2022 REGISTERED

Address

1083 MISSION STREET
SECOND FLOOR
SAN FRANCISCO, CA 94103
United States
Phone: 415-326-7650