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FIERA CAPITAL INC.
CRD 113638File 801-8948
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Aug 21, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 4,643 | 4,243 | decreased by400 |
| Apr 1, 2026 | Employees | 109 | 95 | decreased by14 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | Clients | 5,176 | 4,643 | decreased by533 |
| Apr 1, 2026 | AUM | $19,556,063,153 | $17,275,502,671 | decreased by$2,280,560,482 |
| Apr 1, 2026 | Accounts | 5,176 | 4,643 | decreased by533 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 121 | 109 | decreased by12 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 5,184 | 5,176 | decreased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $27,284,143,069 | $19,556,063,153 | decreased by$7,728,079,916 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 5,184 | 5,176 | decreased by8 |
| Apr 1, 2022 | Employees | 141 | 121 | decreased by20 |
| Apr 1, 2022 | Clients | 4,871 | 5,184 | increased by313 |
| Apr 1, 2022 | AUM | $28,629,989,769 | $27,284,143,069 | decreased by$1,345,846,700 |
| Apr 1, 2022 | Accounts | 4,871 | 5,184 | increased by313 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “FIERA CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIERA CAPITAL” may also match similarly-named firms). Confirm identity against each filing.
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.