Montcalm Capital Management LLC

Montcalm Capital Management LLC, established in 2012, is a registered investment adviser specializing in managing Montcalm Capital Fund I LP. The firm focuses on making medium-term debt investments in companies advancing environmental and social causes, aligning with the UN's Sustainable Development Goals. Investors typically purchase borrower payment dependent notes (PDNs) rather than direct ownership of securities. The firm does not provide tailored advice to PDN holders but manages the Fund and each Series according to their investment strategies. Montcalm TCR, under common ownership with MCM, offers investment management services to various clients. The minimum investment amounts for Series vary, such as $5,000 for the CLEARAS Series and $25,000 for the Obvious Venture Series. MCM has discretionary authority over the Fund's assets and engages in ongoing monitoring and enforcement of investment rights. The firm does not charge performance-based fees or participate in wrap fee programs. Investors are not charged direct fees by the Fund or MCM, but an administrative fee may apply for diversified investments. The brochure also details the firm's fee structure, potential conflicts of interest, and risk factors associated with investments in the Fund. Clients receive periodic reports and audited financial statements. MCM has implemented procedures to comply with custody rules and maintains client privacy by safeguarding personal information.