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FIERA COMOX PARTNERS INC
CRD 323679File 801-128385
APPROVED
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Oct 1, 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 type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 23 | $3.40B |
Compensation & activities
ADV Items 5E, 5GCompensation
- 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
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 45 | 50 | increased by5 |
| Apr 1, 2026 | Disclosures | No | Yes | |
| Apr 1, 2026 | AUM | $3,228,942,301 | $3,396,445,903 | increased by$167,503,602 |
| May 1, 2025 | 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 COMOX” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“FIERA COMOX” 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.