Montcalm Tcr LLC

Montcalm TCR LLC is a San Francisco-based investment management firm founded in 2012. The firm offers customized investment management services primarily on a fully discretionary basis. Services are provided to individuals, trusts, estates, charitable organizations, corporations, and private funds. Montcalm advises on various investment instruments such as stocks, bonds, ETFs, derivatives, and private funds. The firm is registered with the SEC and conducts business in multiple states. Montcalm serves as the investment manager of Montcalm Capital Fund I LP. Clients are required to have a minimum account size of $1,000,000, which may be waived at Montcalm's discretion. The fee structure is based on a percentage of assets under management, with an annual minimum fee of $1,500 per household. Montcalm does not charge performance-based fees and acts as a fiduciary, providing investment advice based on individual client needs and objectives. The firm does not vote on client securities and does not have custody of client assets. Montcalm does not have any disciplinary events to disclose and does not engage in soft dollar arrangements. The firm's investment strategies include fundamental and technical analysis, with a focus on risk management and customized portfolio construction based on client profiles. Montcalm's Code of Ethics ensures compliance with fiduciary obligations and securities laws. The firm has a transparent fee structure and provides regular reports and reviews to clients.