# MONTCALM TCR LLC

MONTCALM TCR LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 164521
- Type: SEC-registered investment adviser
- SEC file number: 801-77138
- Location: 16 FUNSTON AVE, SUITE A, SAN FRANCISCO, CA, 94129
- Phone: 415-326-7650
- Latest filing: 2026-03-11
- Regulatory AUM: $237.5M
- Discretionary AUM: $237.5M
- Clients: 4
- Accounts: 973

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Charities, Investment cos

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Holly Ziegel Ruxin | MEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER | — |
| RUXIN HOLLY ZIEGEL | MANAGER AND CHIEF EXECUTIVE OFFICER; MEMBER- MANAGER AND CHIEF EXECUTIVE OFFICER; MEMBER- MANAGER, CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| PALAZA NICOLE | CHIEF COMPLIANCE OFFICER; MEMBER AND CHIEF COMPLIANCE OFFICER; MEMBER-MANAGER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164521/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164521/similar
- Related entities: https://search.stillhousedata.com/firm/164521/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164521

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.