{
  "crd_number": 113638,
  "slug": "fiera-capital-inc-new-york-ny-113638",
  "primary_business_name": "FIERA CAPITAL INC.",
  "legal_name": "FIERA CAPITAL INC.",
  "dbas": [],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1972-12-22",
  "years_registered": 53,
  "period": "2026-10-01",
  "filing_date": "2026-08-21",
  "carried_forward": false,
  "raum_total": 17275502671.0,
  "raum_discretionary": 17188404437.0,
  "raum_non_discretionary": 87098234.0,
  "raum_band": "over_5b",
  "raum_band_label": "Over $5 billion",
  "total_employees": 95,
  "advisory_employees": 37,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 177921632.0,
      "count": 400,
      "description": "WRAP FEE ACCOUNT PARTICIPANTS"
    },
    "charitable": {
      "raum": 530422653.0,
      "count": 98
    },
    "individuals": {
      "raum": 249602964.0,
      "count": 509
    },
    "state_municipal": {
      "raum": 2927157963.0,
      "count": 18
    },
    "investment_companies": {
      "raum": 351639180.0,
      "count": 3
    },
    "pension_profit_sharing": {
      "raum": 837021875.0,
      "count": 67
    },
    "high_net_worth_individuals": {
      "raum": 5659291426.0,
      "count": 3087
    },
    "pooled_investment_vehicles": {
      "raum": 2534125229.0,
      "count": 23
    },
    "corporations_other_businesses": {
      "raum": 4008319749.0,
      "count": 438
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 1,
  "states_registered": [
    "AK",
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "DC",
    "DE",
    "FL",
    "GA",
    "HI",
    "IA",
    "ID",
    "IL",
    "IN",
    "KS",
    "KY",
    "LA",
    "MA",
    "MD",
    "ME",
    "MI",
    "MN",
    "MO",
    "MS",
    "MT",
    "NC",
    "ND",
    "NE",
    "NH",
    "NJ",
    "NM",
    "NV",
    "NY",
    "OH",
    "OK",
    "OR",
    "PA",
    "PR",
    "RI",
    "SC",
    "SD",
    "TN",
    "TX",
    "UT",
    "VA",
    "VI",
    "VT",
    "WA",
    "WI",
    "WV",
    "WY"
  ],
  "websites": [
    "https://fieracapital.com/en-us",
    "https://linkedin.com/COMPANY/FIERACAPITAL"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113638",
  "disclosure_items": [
    {
      "item": "11.H(2)",
      "question": "Is the firm or an advisory affiliate now the subject of a civil proceeding that could result in a yes answer to any part of 11.H(1)?"
    }
  ],
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/fiera-capital-inc-new-york-ny-113638",
  "display_name": "Fiera Capital Inc.",
  "summary": "Fiera Capital Inc. is an SEC-registered investment advisory firm in New York, NY, registered since 1972, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated August 21, 2026.",
  "citation": "AdvisorCensus. Fiera Capital Inc. (CRD 113638): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Fiera Capital Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fiera Capital Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Fiera Capital Inc. located?",
      "a": "Fiera Capital Inc.'s principal office is in New York, NY, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Fiera Capital Inc. registered with the SEC or a state?",
      "a": "Fiera Capital Inc. is an SEC-registered investment advisory firm, registered since 1972. Status as filed: Approved. CRD 113638."
    },
    {
      "q": "How much does Fiera Capital Inc. manage?",
      "a": "Fiera Capital Inc. reports $17,275,502,671 in regulatory assets under management in its Form ADV filing dated August 21, 2026 (99% discretionary)."
    },
    {
      "q": "How have Fiera Capital Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fiera Capital Inc.: Regulatory assets under management: $28,629,989,769 in the October 2021 data and $17,275,502,671 in the October 2026 data, down 40%. Total employees: 141 in October 2021 and 95 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fiera Capital Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (3,087); individuals (other than high net worth individuals) (509); corporations or other businesses not listed above (438)."
    },
    {
      "q": "Which custodians does Fiera Capital Inc. use?",
      "a": "Fiera Capital Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Brown Brothers Harriman & Co., Goldman Sachs & Co. LLC, JP Morgan Chase Bank, N.A. and State Street Bank Corporation as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fiera Capital Inc. report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.H(2) (pending civil proceeding). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/113638"
    },
    {
      "q": "What changed in Fiera Capital Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 28629989769.0,
      "total_employees": 141,
      "filing_date": "2021-03-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 27284143069.0,
      "total_employees": 121,
      "filing_date": "2022-03-28"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 21649095344.0,
      "total_employees": 111,
      "filing_date": "2023-05-15"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 21425823296.0,
      "total_employees": 112,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 19556063153.0,
      "total_employees": 109,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 17275502671.0,
      "total_employees": 95,
      "filing_date": "2026-08-21"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)).",
        "Regulatory assets under management went from $19,556,063,153 to $17,275,502,671 (-12%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Changed its office addresses in Boston, MA."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Brown Brothers Harriman & Co.",
      "name_as_filed": "BROWN BROTHERS HARRIMAN & CO.",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs & Co. LLC",
      "name_as_filed": "GOLDMAN SACHS & CO. LLC",
      "affiliated": false
    },
    {
      "name": "JP Morgan Chase Bank, N.A.",
      "name_as_filed": "JP MORGAN CHASE BANK, N.A.",
      "affiliated": false
    },
    {
      "name": "State Street Bank Corporation",
      "name_as_filed": "STATE STREET BANK CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fiera-capital-inc-new-york-ny-113638.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 509,
      "fewer_than_5": false,
      "raum": 249602964.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 3087,
      "fewer_than_5": false,
      "raum": 5659291426.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 3,
      "fewer_than_5": false,
      "raum": 351639180.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 23,
      "fewer_than_5": false,
      "raum": 2534125229.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 67,
      "fewer_than_5": false,
      "raum": 837021875.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 98,
      "fewer_than_5": false,
      "raum": 530422653.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 18,
      "fewer_than_5": false,
      "raum": 2927157963.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 438,
      "fewer_than_5": false,
      "raum": 4008319749.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 400,
      "fewer_than_5": false,
      "raum": 177921632.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/113638",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}