$237.5M Total AUM
$237.5M Disc. AUM
8.1% 3Y CAGR
4 Employees
133 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท First Republic Bank
- Clients
- Retail and Institutional
- Platforms
- NorthPrime +more
- Established Date
- 10-02-2012
- Office Locations
- 1
Office Locations
16 Funston AVE Suite A SAN Francisco CA
About Montcalm TCR LLC
Montcalm TCR is a San Francisco-based wealth management firm offering a customizable mix of asset preservation and growth, alternative strategies, retirement/estate/legacy planning, philanthropy, and business/real estate/tax advisory. The team builds intention-aligned portfolios seeking competitive growth and positive systemic impact; custody includes Fidelity/NFS.
Team overview
54 AVG AGE
$79.2M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
7.8 yrs AVG TENURE
4 Employees
3 Advisory Reps
2 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Beacon zenith Element legacy Alpha Fusion unison Value optima Insight insight Prime Vital fusion Peak legacy Wave
Client Personas
Pathway
Custodian
Vertex Vital Zenith Oak glacier Pioneer element Value signal Element delta Oak Vertex
Investment Themes
Insight Meridian Focus foundation North capital
Investment Vehicles
Ridge Bridge
Platform
Catalyst
Services
Fusion vector Signal Glacier Beacon oak North Summit Signal momentum
Technology
North Vector Meridian
Owner & Executives
H
HOLLY ZIEGEL RUXIN
Chief Compliance Officer, Chief Executive Officer, Founder
- CRD
- #2335513
- Ownership
- 75% or more
(932) 616-7994
bridge.peak@pioneercapital.com
in linkedin.com/in/vital-delta
Showing 1 of 1 owners & executives
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D
David Aaron Ruxin
Associate
- CRD
- #7891034
(856) 277-3822
pioneer.element@timbercapital.com
in linkedin.com/in/signal-optima
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $237,542,520 | $244,134 |
| Non-Discretionary | $0 | -- |
| Total | $237,542,520 | $244,134 |
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Separately Managed Accounts
Total SMA Asset: $237,542,520
Municipal Bonds:
24.4% Equity - Exchange:
24.3% Corporate - Investment Grade:
6.0% Private Funds:
13.3% Cash:
19.1% Public Funds:
7.1% Corporate - Non-Investment Grade:
5.8% | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | $1,208,084,850 | 24.4% |
| Equity - Exchange | $1,203,133,683 | 24.3% |
| Corporate - Investment Grade | $297,070,045 | 6.0% |
| Private Funds | $658,505,267 | 13.3% |
| Cash | $945,672,977 | 19.1% |
| Public Funds | $351,532,887 | 7.1% |
| Corporate - Non-Investment Grade | $287,167,711 | 5.8% |
| Total | $4,951,167,420 | 100.0% |