Fiera Capital Inc.
SEC-registered
Investment Adviser · Large ($10B–$100B)
CRD 113638
· SEC file 801-8948
· New York, NY
· WWW.LINKEDIN.COM
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ADV data as of Mar 26, 2026
- Regulatory AUM
- $17.3B
- Discretionary
- $17.2B
- Clients
- 4,643
- Avg AUM / client
- $3.7M
- Accounts
- 4,643
- Employees
- 95
AUM over time
$2.0B
$28.6B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 26, 2026
Asset allocation (SMA assets by investment type)
as of Mar 26, 2026
Exchange-traded equities
$10.7B
62%
State & local bonds
$5.0B
29%
US government & agency bonds
$518M
3%
Investment-grade corporate bonds
$518M
3%
Cash & equivalents
$518M
3%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Investments (13F portfolio — 144 positions, $1,527,187)
13F period Sep 30, 2013| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Citigroup Inc | COM NEW | $73,604 | 1,517,290 | 4.82% | 0.0% |
| 2 | Amazon Com Inc | COM | $71,657 | 229,201 | 4.69% | 0.0% |
| 3 | Apple Inc | COM | $67,182 | 140,916 | 4.4% | 0.0% |
| 4 | Cummins Inc | COM | $61,608 | 463,675 | 4.03% | 0.0% |
| 5 | American Intl Group Inc | COM NEW | $59,137 | 1,216,050 | 3.87% | 0.0% |
| 6 | Amgen Inc | COM | $56,180 | 501,947 | 3.68% | 0.0% |
| 7 | Chevron Corp New | COM | $55,390 | 455,883 | 3.63% | 0.0% |
| 8 | Anheuser Busch Inbev Sa/Nv | SPONSORED ADR | $52,433 | 528,565 | 3.43% | 0.0% |
| 9 | Intel Corp | COM | $51,931 | 2,265,654 | 3.4% | 0.0% |
| 10 | Union Pac Corp | COM | $51,760 | 333,210 | 3.39% | 0.0% |
| 11 | Disney Walt Co | COM DISNEY | $44,426 | 688,885 | 2.91% | 0.0% |
| 12 | Lowes Cos Inc | COM | $39,792 | 835,800 | 2.61% | 0.0% |
| 13 | Eog Res Inc | COM | $38,482 | 227,330 | 2.52% | 0.0% |
| 14 | Microsoft Corp | COM | $37,834 | 1,136,845 | 2.48% | 0.0% |
| 15 | National Oilwell Varco Inc | COM | $37,422 | 479,099 | 2.45% | 0.0% |
| 16 | Qualcomm Inc | COM | $36,209 | 537,851 | 2.37% | 0.0% |
| 17 | Toyota Motor Corp | SP ADR REP2COM | $35,328 | 275,935 | 2.31% | 0.0% |
| 18 | Tjx Cos Inc New | COM | $35,021 | 621,052 | 2.29% | 0.0% |
| 19 | Novartis A G | SPONSORED ADR | $33,879 | 441,653 | 2.22% | 0.0% |
| 20 | Ebay Inc | COM | $32,777 | 587,440 | 2.15% | 0.0% |
| 21 | Parker Hannifin Corp | COM | $30,503 | 280,565 | 2.0% | 0.0% |
| 22 | Chubb Corp | COM | $29,283 | 328,065 | 1.92% | 0.0% |
| 23 | Schein Henry Inc | COM | $25,870 | 249,316 | 1.69% | 0.0% |
| 24 | Ross Stores Inc | COM | $25,785 | 354,193 | 1.69% | 0.0% |
| 25 | Toll Brothers Inc | COM | $24,604 | 758,686 | 1.61% | 0.0% |
Top 25 of 144 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 509 | $250M | 1.44% |
| High net worth individuals | 3,087 | $5.7B | 32.8% |
| Investment companies | 3 | $352M | 2.04% |
| Pooled investment vehicles (non-investment companies) | 23 | $2.5B | 14.7% |
| Pension and profit sharing plans | 67 | $837M | 4.85% |
| Charitable organizations | 98 | $530M | 3.07% |
| State or municipal government entities | 18 | $2.9B | 16.9% |
| Corporations and other businesses | 438 | $4.0B | 23.2% |
| Other | 400 | $178M | 1.03% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Aug 2024 · $2.8B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Global Equity Long Only Fund Lp | Other Private Fund | Delaware | $1.3B | 27 |
| International Equity Long Only Fund Lp Class E | Other Private Fund | Delaware | $958M | 15 |
| International Equity Long Only Fund Lp | Other Private Fund | Delaware | $300M | 13 |
| Fiera Global Diversified Lending Master Fund, Lp master | Hedge Fund | Cayman Islands | $208M | 12 |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Cement Masons Pension Trust Fund For Northern California Cement Masons Pension Trust Fund For N.Cal | 2024 | |
| Asbestos Workers Philadelphia Pension Fund Asbestos Workers Philadelphia Pension Fund | 2024 | |
| Idaho Operating Engineers Employers Pension Plan Idaho Operating Engineers Employers Pens | Spokane, WA | 2024 |
| Smart Local 265 Pension Fund Trustees Of The Smart Local 265 Pension Fund | 2024 | |
| Wellstar Health System, Inc. Pension Plan Wellstar Health System, Inc. | 2024 | |
| Michiana Area Electrical Workers Pension Fund Board Of Trustees Michiana Area Electrical Workers Pension Fund | 2024 | |
| The Bank Of New York Mellon Corporation Pension Plan The Bank Of New York Mellon | 2024 | |
| Valero Energy Corporation Pension Plan Valero Energy Corporation | 2024 | |
| Automotive Industries Pension Plan Board Of Trustees Automotive Industries Pension Plan | 2024 | |
| Iuoe Stationary Engineers Local 39 Pension Plan Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | 2024 | |
| Sheet Metal Workers' Pension Plan Of Southern California Arizona And Nevada Board Of Trustees, Sheet Metal Workers' Pension Plan | 2024 | |
| Teamsters' Construction Industry & Misc Pension Fund Teamsters' Construction Industry | 2024 | |
| Atlanta Plumbers & Steamfitters Pension Fund Atlanta Plumbers & Steamfitters Pension Fund | 2024 | |
| Bay Area Painters & Tapers Pension Trust Bay Area Painters & Tapers Pension Trust | 2024 | |
| Wellstar Health System, Inc. Active Employees Retirement Plan B Wellstar Health System, Inc. | 2021 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcshea, Stephen, Anthony | General Counsel & Director | Feb 2015 (12y) | Less than 5% | |
| Carolyn Nannini Dolan | Executive Vice President, Head Of Private Wealth, U.S. | CFA | Nov 2015 (11y) | Less than 5% |
| Scott David Einhorn | Executive Vice President, Co Regional Managing Partner | CFA | Nov 2015 (11y) | Less than 5% |
| Pontillo, Lucas, Emilio | Executive Director, Global Chief Financial Officer & Director | Nov 2020 (6y) | Less than 5% | |
| Siddiqui, Ahmed, Nadeem | Senior Vice President, Head Of Strategic Finance | Apr 2021 (5y) | Less than 5% | |
| Roberts, Eric, William | Executive Director, Chief Executive Officer Fiera Usa & Director | Nov 2023 (3y) | Less than 5% | |
| Pentimone, Laura, Ann | Chief Compliance Officer & Head Of Compliance, U.S. | Jul 2024 (2y) | Less than 5% | |
| Eric Lazarus Stroiman | Registered representative | Apr 2023 (3y) | ||
| Nana Edusei | Registered representative | Oct 2023 (3y) | ||
| Shaun Stephen Johnson | Registered representative | Nov 2023 (3y) | ||
| Mark David Toomey | Registered representative | Feb 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fiera Us Holding Inc. | Sole Shareholder | Oct 2013 | A | 75% or more |
| Fiera Capital Corporation | Shareholder | Oct 2013 | B | ≈ 56.25% – 100% via Fiera Us Holding Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fiera Capital Corporation: 75% – 100% of Fiera Us Holding Inc. × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (4, $2.8B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Global Equity Long Only Fund Lp | Other Private Fund | $1.3B | $5.0M | 27 |
| International Equity Long Only Fund Lp Class E | Other Private Fund | $958M | $5.0M | 15 |
| International Equity Long Only Fund Lp | Other Private Fund | $300M | $5.0M | 13 |
| Fiera Global Diversified Lending Master Fund, Lp | Hedge Fund | $208M | $250K | 12 |
From Form ADV Section 7.B private fund reporting.
Retirement plans served (15)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Cement Masons Pension Trust Fund For Northern California | Cement Masons Pension Trust Fund For N.Cal | 2,920 | $775M | 09/01/2024 |
| Asbestos Workers Philadelphia Pension Fund | Asbestos Workers Philadelphia Pension Fund | 466 | $238M | 07/01/2024 |
| Idaho Operating Engineers Employers Pension Plan | Idaho Operating Engineers Employers Pens | 625 | $152M | 07/01/2024 |
| Smart Local 265 Pension Fund | Trustees Of The Smart Local 265 Pension Fund | 1,234 | $607M | 07/01/2024 |
| Wellstar Health System, Inc. Pension Plan | Wellstar Health System, Inc. | 10,556 | $1.5B | 07/01/2024 |
| Michiana Area Electrical Workers Pension Fund | Board Of Trustees Michiana Area Electrical Workers Pension Fund | 1,392 | $228M | 07/01/2024 |
| The Bank Of New York Mellon Corporation Pension Plan | The Bank Of New York Mellon | 5,336 | $5.2B | 01/01/2024 |
| Valero Energy Corporation Pension Plan | Valero Energy Corporation | 6,554 | $2.6B | 01/01/2024 |
| Automotive Industries Pension Plan | Board Of Trustees Automotive Industries Pension Plan | 2,999 | $2.1B | 01/01/2024 |
| Iuoe Stationary Engineers Local 39 Pension Plan | Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | 4,997 | $2.0B | 01/01/2024 |
| Sheet Metal Workers' Pension Plan Of Southern California Arizona And Nevada | Board Of Trustees, Sheet Metal Workers' Pension Plan | 5,519 | $1.4B | 01/01/2024 |
| Teamsters' Construction Industry & Misc Pension Fund | Teamsters' Construction Industry | 603 | $229M | 01/01/2024 |
| Atlanta Plumbers & Steamfitters Pension Fund | Atlanta Plumbers & Steamfitters Pension Fund | 2,639 | $452M | 01/01/2024 |
| Bay Area Painters & Tapers Pension Trust | Bay Area Painters & Tapers Pension Trust | 3,428 | $700M | 01/01/2024 |
| Wellstar Health System, Inc. Active Employees Retirement Plan B | Wellstar Health System, Inc. | 10,259 | $620M | 07/01/2021 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/26/2026 | 2.86 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Citigroup Global Markets Inc. $1.9B (9% of AUM) May 2023
- Brown Brothers Harriman & Co. $1.8B (10% of AUM) Mar 2026
- State Street $1.7B (10% of AUM) Mar 2026
- Citibank $1.7B (9% of AUM) Dec 2025
- Charles Schwab & Co. $1.7B (9% of AUM) Dec 2025
- Goldman Sachs $1.5B (9% of AUM) Mar 2026
- J.P. Morgan $1.5B (9% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.
View current Form ADV (SEC/IAPD) ↗