MCA Cross Border Capital Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents8%
- Sovereign Bonds5%
- Investment Grade Corp Bonds5%
- US Government Bonds2%
Owners & executives
1 of 1
Matthew Altro
President, CEOCRD 5781067
Contacts
1 of 1
Xia Zheng
Vice PresidentCRD 7718572
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Montral, null
Location
Montral, null
Headquartered in Montral, null.
- Address
- 625 Ave Du Prsidentkennedy
- Office locations
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