Montcalm Tcr LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 164521
- SEC number
- 801-77138
- Firm type
- RIA
- Assets under management
- $237.5M as of Mar 11, 2026
- Website
- montcalmtcr.addepar.com ↗
- Phone
- 415-326-7650
- Address
- 16 Funston Ave, San Francisco, CA, 94129
Advisors at this firm
2 in our index · page 1 of 1
-
Holly Ziegel RuxinCRD 2335513 · San Francisco, CAIA Registered
-
David Aaron RuxinCRD 7891034 · San Francisco, CAIA Registered
1–2 of 2
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 164521 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
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