|
⚲
|
| Keyboard |
| Fiera Capital Inc
✚
|
|
|---|---|
| CRD # | 113638 |
| SEC # | 801-8948 |
| CIK # | 0000945425, 0001505817 |
| AUM | 17.28 B (2026-03-26) |
| Employees | 95 (39% Investors, 13% Brokers) |
| Phone | 212-300-1600 |
| Address | 477 Madison Avenue New York, NY 10022 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Taiwan Semiconductor Manufacturing Co Ltd | 1.8 | ||
| Alphabet Inc | 1.6 | ||
| Microsoft Corp | 1.2 | ||
| Moodys Corp /DE/ | 1.0 | ||
| Mastercard Inc | 0.9 | ||
| Autozone Inc | 0.9 | ||
| CME Group Inc | 0.8 | ||
| TJX Companies Inc /DE/ | 0.8 | ||
| Royal Bank of Canada | 0.7 | ||
| Canadian National Railway Co | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Fiera Oaks EM Select Fund LP | [2026-03-26] | 115.0 M | 142.7 M |
| Filed 2026-01-28 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Commission $186,218 · Net Assets Decline to Disclose | ||||
| RE | Fiera US Real Estate Debt Fund LP | [2025-03-25] | 100.0 M | 106.6 M |
| Filed 2025-05-23 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| Other | Fiera Diversified Real Assets Fund SCSP | 2023-03-28 | 105.8 M | |
| Other | Fiera Real Estate Core Mortgage Fund | 2023-03-28 | 47.5 M | |
| Other | Fiera Real Estate Development Fund IV | 2023-03-28 | 21.9 M | |
| Other | Fiera ANZ Real Estate Debt Fund | 2022-03-28 | 379.0 M | |
| Other | Fiera Diversified Real Assets Fund | 2022-03-28 | 420.7 M | |
| Other | Fiera Diversified Real Estate Fund | 2022-03-28 | 623.8 M | |
| Other | Fiera Global Agriculture Fund | 2022-03-28 | 491.6 M | |
| Other | Fiera Global Infrastructure Fund | 2022-03-28 | 1,278.0 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 509 | 0.2 |
| (b) Individuals (high net worth individuals) | 3,087 | 5.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 23 | 2.5 |
| (g) Pension and profit sharing plans | 67 | 0.8 |
| (h) Charitable organizations | 98 | 0.5 |
| (i) State or municipal government entities | 18 | 2.9 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 438 | 4.0 |
| (n) Other | 400 | 0.2 |
| Total | 4,643 | 17.3 |
| By Discretionary | ||
| Discretionary | 4,600 | 17.2 |
| Non-Discretionary | 43 | 0.1 |
| Total | 4,643 | 17.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 16.3 | |
| Total | 4,643 | 17.3 |
| Limited Partners | 2011 - 2026 |
|---|---|
| New York State and Local Retirement System | |
| Teachers' Retirement System of the City of New York |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Roger Hanson | Director | 255 | 86 | |
| Jason Fitzgerald | Director | 94 | 26 | |
| Linda Gibson | Director | 61 | 14 | |
| David Katz | Executive Officer | 66 | 8 | |
| Jonathan Lewis | Executive Officer | 33 | 6 | |
| Stephen Belgrad | Director | 25 | 6 | |
| Peter Stock | Executive Officer | 5 | 5 | |
| Andrew White | Executive Officer | 70 | 4 | |
| Aidan Riordan | Director | 9 | 4 | |
| Sylvain Brosseau | Executive Officer | 8 | 4 | |
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000945425] | |
| 13F-NT | [0000945425] | |
| 13F-HR | [0001505817] | |
| D | [0001505817] | |
| SC 13G | [0001505817] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.0B |
| Clients | 95 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 5493005M9ILUC8ZKES86 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Oxford Financial Group Ltd LLC
✚
|
IN | 23.33 B |
|
Jordan Park Group LLC
✚
|
CA | 23.26 B |
|
Ehrenkranz Partners LP
✚
|
NY | 21.54 B |
|
Gordian Capital Singapore Private Limited
✚
|
21.08 B | |
|
Offit Capital Advisors LLC
✚
|
NY | 20.60 B |
|
Summit Trail Advisors LLC
✚
|
NY | 19.94 B |
|
Gresham Partners LLC
✚
|
IL | 13.80 B |
|
Valeo Financial Advisors LLC
✚
|
IN | 12.96 B |
|
CURI Capital LLC
✚
|
IL | 11.58 B |
|
Gerber/Taylor Management LLC
✚
|
TN | 11.42 B |