Mta Capital, Ltd.
- Regulatory AUM
- $32.9M
- Discretionary
- $32.9M
- Clients
- 72
- Avg AUM / client
- $458K
- Accounts
- 204
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $6.3M | 19.1% |
| High net worth individuals | 22 | $26.7M | 80.9% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dacic, Serge, Jacques | Partner Ceo | Sep 2004 (22y) | 25% – 50% | |
| Don Scott Lansing | Partner/Chief Compliance Officer/Chief Investment Officer | Sep 2004 (22y) | 10% – 25% | |
| Minssieux, Frank | Partner | Sep 2004 (22y) | 25% – 50% | |
| Olivier, Christophe, Pierre | Partner | Sep 2004 (22y) | 5% – 10% | |
| Garrett Pierre Beauvais | Partner/Registered Investment Advisor | Jun 2006 (20y) | 5% – 10% | |
| Brandt, Craig | Partner/Director Of Information Services | Jan 2007 (20y) | Less than 5% | |
| Dacic, Frederique, Yvette | Chief Administrative Officer | Oct 2011 (15y) | Less than 5% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗