Investment adviser · CRD 168125
MCA CROSS BORDER ADVISORS INC.
Investment adviser filing (IA)
MONTREAL, Canada · Form ADV filed Mar 19, 2026
- Regulatory AUM
- $31.1M Form ADV · Item 5.F
- Client accounts
- 69 Accounts, not individual clients
- Employees
- 24 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 21 | $23,990,377 | 77.1% |
| Individuals | 18 | $7,106,758 | 22.9% |
Filing source
Form ADV 2064774 · Mar 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
625 PRESIDENT KENNEDY, SUITE 903MONTREAL, H3A 1K2, Canada
CRD 168125
Filing source
Form ADV 2064774 · Mar 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.