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| Fiera Capital Inc
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|---|---|
| CRD # | 113638 |
| SEC # | 801-8948 |
| CIK # | 0001505817, 0000945425 |
| AUM | $21.4 BB (2024-08-13) |
| Employees | 112 (39% Investors, 14% Brokers) |
| Phone | 212-300-1600 |
| Address | 375 Park Avenue New York, NY 10152 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 2.1 | |
| TSM | 437.4 | 2.1 | |
| GOOGL | 1,475.1 | 1.8 | |
| MCO | 49.9 | 1.4 | |
| AZO | 41.4 | 1.3 | |
| MA | 309.6 | 1.1 | |
| UNH | 477.0 | 0.9 | |
| TJX | 67.3 | 0.9 | |
| ORCL | 182.8 | 0.7 | |
| SHW | 58.1 | 0.7 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Fiera Diversified Real Assets Fund SCSP | 2023-03-28 | 105.8 | |
| Other | Fiera Real Estate Core Mortgage Fund | 2023-03-28 | 47.5 | |
| Other | Fiera Real Estate Development Fund IV | 2023-03-28 | 21.9 | |
| Other | Fiera ANZ Real Estate Debt Fund | 2022-03-28 | 379.0 | |
| Other | Fiera Diversified Real Assets Fund | 2022-03-28 | 420.7 | |
| Other | Fiera Diversified Real Estate Fund | 2022-03-28 | 623.8 | |
| Other | Fiera Global Agriculture Fund | 2022-03-28 | 491.6 | |
| Other | Fiera Global Infrastructure Fund | 2022-03-28 | 1,278.0 | |
| Other | Fiera Global Private Equity Fund | 2022-03-28 | 390.7 | |
| Other | Fiera Opportunistic Real Estate Fund | 2022-03-28 | 16.6 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 0.1 |
| (b) Individuals (high net worth individuals) | 3,549 | 6.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 28 | 3.5 |
| (g) Pension and profit sharing plans | 70 | 2.0 |
| (h) Charitable organizations | 154 | 0.5 |
| (i) State or municipal government entities | 20 | 3.9 |
| (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 | 554 | 4.0 |
| (n) Other | 523 | 0.2 |
| Total | 5,203 | 21.4 |
| By Discretionary | ||
| Discretionary | 5,173 | 21.4 |
| Non-Discretionary | 30 | 0.0 |
| Total | 5,203 | 21.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 20.9 | |
| Total | 5,203 | 21.4 |
| Limited Partners | 2011 - 2024 |
|---|---|
| New York State and Local Retirement System | |
| New York State Common Retirement Fund | |
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Roger Hanson | 255 | |||
| Jason Fitzgerald | 84 | |||
| Linda Gibson | 61 | |||
| David Katz | 54 | |||
| Jonathan Lewis | 28 | |||
| Stephen Belgrad | 25 | |||
| Peter Stock | 5 | |||
| Andrew White | 65 | |||
| Aidan Riordan | 9 | |||
| Sylvain Brosseau | 7 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000945425] | |
| 13F-NT | [0000945425] | |
| 13F-HR | [0001505817] | |
| D | [0001505817] | |
| SC 13G | [0001505817] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rockefeller & Co LLC
✚
|
NY | 27.4 |
|
First Pacific Advisors LP
✚
|
CA | 24.8 |
|
Voya Alternative Asset Management LLC
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|
NY | 24.7 |
|
Citi Global Alternatives LLC
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|
NY | 22.2 |
|
Summit Rock Advisors LP
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|
NY | 21.5 |
|
Hirtle Callaghan & Co LLC
✚
|
PA | 19.2 |
|
Thompson Siegel & Walmsley LLC
✚
|
VA | 19.1 |
|
JP Morgan Alternative Asset Management Inc
✚
|
NY | 18.8 |
|
Westfield Capital Management Company LP
✚
|
MA | 17.6 |
|
Segall Bryant & Hamill LLC
✚
|
IL | 17.2 |