Taiwan · What does Mountain Capital Investment Advisors invest in?
Mountain Capital Investment Advisors says it invests in Advice and Asset Management.
What they do
Filed 1 private fund offering with the SEC, the most recent in 2022-03From their own website
- Type
- Wealth manager (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- AdviceAsset Management
- Based in
- Taiwan
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration10 named
BPBrandt Phillip BurnsManageriForm ADV
BJBrian Jay QuintChief Compliance OfficeriForm ADV
JWJohn WehrleExecutive Officer of General PartneriFiling they signed
JSJordan Stuart TarryFinancial AdvisoriForm ADV
KGKara GoodloeExecutive Officer, PromoteriFiling they signed
KGKara Goodloe HarlingExecutive Officer, PromoteriFiling they signed
MLMichelle Lee BurnsSecretaryiForm ADV
NINarvel Isaia CasasPresidentiForm ADV
RWRaymond WongExecutive Officer, PromoteriFiling they signed
SOSamuel OhExecutive Officer of General Partner of Issuer; Managing Member of General Partner of General Partner of Issuer; Managing Member of Investment Advisor to IssueriFiling they signed
We also hold 19 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$929Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Mountain Capital Investment Advisors INC
- SEC number
- CRD 156660