MCA Cross Border Capital Inc.

RIASEC RegisteredEst. 2024
Total AUM
$64.6M
Discretionary
$64.6M
100% of AUM
Avg account
$310K
Accounts
208
Employees
9
Advisory reps
2

Firm details

Headquarters
Montral,
CRD number
327516
Registered since
January 4, 2024
Custodians
INDEPENDENT BANK, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI66.61%
  • Individuals33.39%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MCA Cross Border Capital Inc. is a corporation that functions as a capital allocator and portfolio manager for individuals and families, with a focus on cross-border wealth relationships implied by its name and ownership structure. The firm registered with the SEC in 2024 but is not classified as a newly formed adviser, and it operates under a percentage-of-AUM fee model. Its advisory work centers on discretionary portfolio management for individuals and small businesses and on selecting third‑party advisers and managers when clients require specialized strategies or access to external funds. Investment posture is equity‑centric with a clear preference for liquid, exchange‑traded instruments for the core of client portfolios. The firm is not an active ESG investor. MCA Cross Border Capital Inc. also plays an allocator role into alternative strategies through third‑party managers, using external funds for venture capital, hedge funds, private placements, real estate and private credit when those strategies suit client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 80%, Cash & Cash Equivalents 8%, Sovereign Bonds 5%, Investment Grade Corp Bonds 5%, US Government Bonds 2%80%
  • Exchange Traded Equities80%
  • Cash & Cash Equivalents8%
  • Sovereign Bonds5%
  • Investment Grade Corp Bonds5%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Matthew Altro

    Matthew Altro

    President, CEOCRD 5781067

Contacts

1 of 1
  • Xia Zheng

    Xia Zheng

    Vice PresidentCRD 7718572

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Montral, null

Location

Montral, null

Headquartered in Montral, null.

Address
625 Ave Du Prsidentkennedy
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth