# Montcalm TCR

Montcalm TCR is a Multi Family Office based in San Francisco, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Francisco, United States
- **Region:** North America
- **Address:** San Francisco, CA, United States
- **Founded:** 2012
- **Assets under management:** Undisclosed
- **Website:** www.montcalmtcr.com
- **LinkedIn:** https://www.linkedin.com/company/montcalm-tcr

## Regulatory record

- **CRD number:** 164521
- **SEC file number:** 801-77138
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/164521

## About

Montcalm is a wealth management firm that fosters freedom and prosperity for clients and future generations through collaboration, integrity, and financial stewardship. It directs capital across industries to pursue long-term compounded growth and offers services including asset preservation and growth, alternative investment strategies, retirement and estate planning, philanthropic capital opportunities, business, real estate and tax advisory, and money coaching. The firm seeks investments that balance risk and reward while creating positive feedback loops for clients, systems, and the planet.

## People

- Heather Van Dusen — Speaking and Event Engagements Contact

## Questions

### Who handles investment decisions at Montcalm TCR?

Montcalm has not publicly named a chief investment officer, managing partner, or dedicated investment team on its website. The firm pitches a collaborative model where clients work alongside an experienced team to identify goals and intentions, but the specific individuals leading investment selection remain undisclosed.

### What is Montcalm TCR's stance on impact or ESG integration?

Montcalm's investment philosophy explicitly ties financial returns to systemic impact. The firm describes a screening process that seeks investments capable of creating positive feedback loops in economic systems and on the planet, treating that cascading effect as an integral part of risk-reward balancing rather than a separate overlay.

## Related profiles

- [MontBlu Capital](https://altss.com/profile/montblu-capital)
- [Monte Capital Management](https://altss.com/profile/monte-capital-management)

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Last updated: 2026-08-11T15:07:26.757Z

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