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| Happy Holidays!! thanks for using AUM13F!! |
| Fiera Capital Inc
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| CRD # | 113638 |
| SEC # | 801-8948 |
| CIK # | 0000945425, 0001505817 |
| AUM | $19.6 B (2025-03-25) |
| Employees | 109 (34% Investors, 10% Brokers) |
| Phone | 212-300-1600 |
| Address | 375 Park Avenue New York, NY 10152 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 1.8 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.7 | ||
| Alphabet Inc | 1.3 | ||
| Moodys Corp /DE/ | 1.3 | ||
| Autozone Inc | 1.1 | ||
| Mastercard Inc | 1.0 | ||
| Oracle Corp | 0.9 | ||
| CME Group Inc | 0.8 | ||
| TJX Companies Inc /DE/ | 0.7 | ||
| Royal Bank of Canada | 0.6 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | Fiera US Real Estate Debt Fund LP | [2025-03-25] | 100.0 | 0.0 |
| 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 | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 470 | 0.2 |
| (b) Individuals (high net worth individuals) | 3,444 | 6.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 4 | 0.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 26 | 3.8 |
| (g) Pension and profit sharing plans | 74 | 1.0 |
| (h) Charitable organizations | 138 | 0.6 |
| (i) State or municipal government entities | 20 | 2.8 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 502 | 4.0 |
| (n) Other | 498 | 0.2 |
| Total | 5,176 | 19.6 |
| By Discretionary | ||
| Discretionary | 5,142 | 19.4 |
| Non-Discretionary | 34 | 0.1 |
| Total | 5,176 | 19.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.7 | |
| United States Persons | 18.9 | |
| Total | 5,176 | 19.6 |
| Limited Partners | 2011 - 2025 |
|---|---|
| New York State and Local Retirement System | |
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Roger Hanson | 255 | |||
| Jason Fitzgerald | 86 | |||
| Linda Gibson | 61 | |||
| David Katz | 60 | |||
| Jonathan Lewis | 30 | |||
| Stephen Belgrad | 25 | |||
| Peter Stock | 5 | |||
| Andrew White | 68 | |||
| Aidan Riordan | 9 | |||
| Sylvain Brosseau | 8 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000945425] | |
| 13F-NT | [0000945425] | |
| 13F-HR | [0001505817] | |
| D | [0001505817] | |
| SC 13G | [0001505817] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit Trail Advisors LLC
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|
NY | 23.6 |
|
Offit Capital Advisors LLC
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|
NY | 20.4 |
|
Oxford Financial Group Ltd LLC
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IN | 19.7 |
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Ehrenkranz Partners LP
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NY | 19.4 |
|
Jordan Park Group LLC
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CA | 18.1 |
|
Gordian Capital Singapore Private Limited
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15.3 | |
|
Gresham Partners LLC
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|
IL | 11.7 |
|
Boylston Advisors LP
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|
MA | 11.2 |
|
Gerber/Taylor Management LLC
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|
TN | 10.7 |
|
Valeo Financial Advisors LLC
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|
IN | 10.6 |