MONTCALM TCR LLC

Overview

Montcalm Tcr LLC is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. SEC registration began in 2012 and the firm is organized as a limited liability company with individual ownership. Its advisory scope includes discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles and selection of outside advisers. The firm identifies as an active ESG investor and also serves as sponsor, general partner and managing member for pooled vehicles it sponsors. Investment activity shows a clear tilt toward fixed-income, particularly state and local bonds, while the firm also builds exposure to growth and alternative return streams through pooled vehicles and third-party managers. Fee arrangements combine a percentage of assets under management with the option for hourly charges, reflecting flexibility for bespoke mandates and smaller advisory engagements.

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Location & Offices