M
CRD: 327516
MCA Cross Border Capital Inc.
MONTRÉAL, H3A 1
8778397111
$64.6M Total AUM
$64.6M Disc. AUM
-- 3Y CAGR
9 Employees
92 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2022
- Office Locations
- 1
Office Locations
625 Av. DU PRÉSIDENT-Kennedy Suite 903 MONTRÉAL --
About MCA Cross Border Capital Inc.
MCA Cross Border Capital Inc. is a MONTRÉAL-based RIA. The firm has been operating for 3 years. Managing $64.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$64.6M AVG AUM / ADVISOR
$701.8K AVG AUM / CLIENT
3.6 yrs AVG TENURE
9 Employees
1 Advisory Reps
0 RIA Reps
3yrs Firm Age
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Asset Classes
Glacier Legacy north Insight fusion Momentum Ridge
Investment Themes
Value radial Meridian
Investment Vehicles
Delta Prime north Oak momentum
Services
Focus atlas Ember Bridge Frontier harbor Harbor radial Element Signal
Owner & Executives
M
MATTHEW CHAD ALTRO
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #5781067
- Ownership
- 75% or more
(649) 439-7593
catalyst.timber@bridgecapital.com
in linkedin.com/in/pioneer-vital
X
XIA ZHENG
VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
(552) 832-5646
element.radial@momentumcapital.com
in linkedin.com/in/peak-glacier
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,569,177 | $310,429 |
| Non-Discretionary | $0 | -- |
| Total | $64,569,177 | $310,429 |
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Separately Managed Accounts
Total SMA Asset: $64,569,177
Equity - Exchange:
26.1% Cash:
24.4% Corporate - Investment Grade:
10.9% Sovereign Bonds:
18.4% U.S. Government/Agency:
20.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $941,981,112 | 26.1% |
| Cash | $880,626,020 | 24.4% |
| Corporate - Investment Grade | $393,394,411 | 10.9% |
| Sovereign Bonds | $664,078,638 | 18.4% |
| U.S. Government/Agency | $729,042,852 | 20.2% |
| Total | $3,609,123,033 | 100.0% |