FIERA CAPITAL INC.

RIASEC RegisteredEst. 1972

Total AUM

$17.3B

Discretionary

$17.2B

99% of AUM

Avg account

$3.7M

Accounts

4,643

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 113638
Registered since: December 22, 1972
Website: www.fieracapital.com
Custodians: BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, STATE STREET BANK AND TRUST COMPANY, GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
Fee structure: Percentage of AUM
Client types: HNWI32.76%
Corporations / Businesses23.2%
State / Municipal Government16.94%
Pooled Investment Vehicles14.67%
Pension & Profit Sharing Plans4.85%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fiera Capital Inc. is a multi-faceted investment manager that serves both individual/family and institutional clients, operating largely on a percentage-of-AUM fee model. The firm’s advisory activities span discretionary portfolio management for individuals, small businesses, investment companies, pooled investment vehicles and institutions, and it also provides selection-of-other-advisers services and sponsor/GP roles for pooled vehicles. Filings identify Fiera Capital Inc. as active on ESG integration, and the firm is identified as a CPO/CTA, indicating capability to run commodity pools or managed futures strategies alongside more traditional asset management. Investment activity shows a clear tilt toward public equities—exchange-traded securities are the dominant vehicle for implementing equity exposure—while pooled vehicles and private funds provide access to alternative strategies. The firm combines separately managed accounts with pooled products to meet a mix of liquidity, customization and diversification needs for its client base.