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FIERA COMOX PARTNERS INC

CRD 323679File 801-128385
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.40B
Top 25% of cohort (national)
Discretionary AUM
$3.40B
Clients
23
23 accounts
Employees
50

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
HQ
Registration date
Jul 24, 2023
Principal office
1981 MCGILL COLLEGE AVENUE, SUITE 1500, MONTREAL, QUEBEC, H3A 0H5
Phone
514-954-6455

Assets & accounts

ADV Item 5F
Total regulatory AUM
$3.40B
Discretionary AUM
$3.40B
Non-discretionary AUM
$0
Discretionary accounts
23
Non-discretionary accounts
0
Total accounts
23
AUM per client
$147.7M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles23$3.40B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
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

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.