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FIERA CAPITAL INC.
CRD 113638File 801-8948
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$17.28B
Top 10% of cohort (national)
Discretionary AUM
$17.19B
Non-discretionary $87.1M
Clients
4,243
4,643 accounts
Employees
95
Top 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 22, 1972
- Principal office
- 477 MADISON AVENUE, SUITE 720, NEW YORK, NY, 10022
- Phone
- 212-300-1600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.28B
- Discretionary AUM
- $17.19B
- Non-discretionary AUM
- $87.1M
- Discretionary accounts
- 4,600
- Non-discretionary accounts
- 43
- Total accounts
- 4,643
- AUM per client
- $4.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 438 | $4.01B |
| Investment companies | 3 | $351.6M |
| Charitable organizations | 98 | $530.4M |
| High net worth individuals | 3,087 | $5.66B |
| Pooled investment vehicles | 23 | $2.53B |
| Pension and profit sharing plans | 67 | $837.0M |
| State or municipal government entities | 18 | $2.93B |
| Individuals (other than high net worth individuals) | 509 | $249.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11H2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 4643 | 4243 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.