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| Fiera Capital UK Limited
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|---|---|
| CRD # | 137637 |
| SEC # | 801-64878 |
| CIK # | 0001351841, 0001928090 |
| AUM | 4,989.3 M (2026-06-04) |
| Employees | 60 (22% Investors, 0% Brokers) |
| Phone | 4402075182100 |
| Address | 3 Old Burlington Street London, United Kingdom |
| 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 ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Oaks Umbrella Fund PLC/Fiera Oaks EM Select Fund | [2024-03-28] | 22.5 M | 295.7 M |
| Filed 2026-03-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Oaks Umbrella Fund PLC/Oaks Emerging and Frontier Opportunities Fund | [2024-03-28] | 1.3 M | 194.2 M |
| Filed 2026-03-17 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Magna Umbrella Fund PLC/Magna New Frontiers Fund | [2018-03-22] | 96.0 M | 875.2 M |
| Filed 2026-03-16 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 5.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 5.0 |
| By Discretionary | ||
| Discretionary | 6 | 5.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 5.0 | |
| United States Persons | 0.0 | |
| Total | 6 | 5.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| David Shubotham | Director | 46 | 12 | |
| Victoria Parry | Director | 47 | 11 | |
| Anderson Whamond | Director | 12 | 3 | |
| Fergus Sheridan | Director | 11 | 3 | |
| Steven Bates | Director | 10 | 3 | |
| Fundrock Management Company Ireland Limited | Promoter | 7 | 3 | |
| Bridge Fund Management Limited | Promoter | 6 | 3 | |
| Charlemagne Capital Iom Limited | Promoter | 6 | 3 | |
| Nigel Bradley | Director | 5 | 3 | |
| Charlemagne Capital UK Limited | Promoter | 5 | 3 | |
| Fiera Capital UK Limited | Promoter | 4 | 2 | |
| Fiera Capital Iom Limited | Promoter | 2 | 2 | |
| Catherine O'Reilly | Director | 3 | 1 | |
| Dominic Bokor-Ingram | Director | 2 | 1 | |
| Paul Halley | Director | 2 | 1 | |
| Mathieu Bortot | Director | 2 | 1 | |
| Fiera Capital Germany GmbH | Promoter | 1 | 1 | |
| Alfie Lee | Director | 1 | 1 | |
| Christopher Bickford-Smith | Director | 1 | 1 | |
| Alexander Whamond | Director | 1 | 1 | |
| David Shobotham | Director | 1 | 1 | |
| Mark Bickford-Smith | Director | 1 | 1 | |
| Martina Maher | Director | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001351841] | |
| 13F-NT | [0001351841] | |
| 13F-NT | [0001928090] | |
| SC 13G | [0001928090] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Fiera Capital UK Ltd | AUNA Sa | [2025-12-10] |
| Fiera Capital UK Ltd | AUNA Sa | [2025-03-04] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $2.8B |
| Clients | 4 (80 non-US) |
| Serves | Institutional |
| Fund Types | Hedge Fund |
| LEI | 2138008BCM2NQ9W28M57 |
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