# Fiera Comox Partners Inc

> Fiera Comox Partners Inc is an SEC-registered investment advisory firm in Montreal, Quebec, Canada, registered since 2023, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 323679
- Filed as: FIERA COMOX PARTNERS INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Montreal, Quebec, Canada
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/323679
- AdvisorCensus page: https://advisorcensus.com/firm/fiera-comox-partners-inc-montreal-quebec-323679

## Quick answers

**How is Fiera Comox Partners Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Fiera Comox Partners Inc reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Fiera Comox Partners Inc located?**
Fiera Comox Partners Inc's principal office is in Montreal, Quebec, Canada, according to its Form ADV.

**Is Fiera Comox Partners Inc registered with the SEC or a state?**
Fiera Comox Partners Inc is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 323679.

**How much does Fiera Comox Partners Inc manage?**
Fiera Comox Partners Inc reports $3,396,445,903 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**How have Fiera Comox Partners Inc's assets and staff changed since 2023?**
In the Form ADV data for Fiera Comox Partners Inc: Regulatory assets under management: $2,502,971,198 in the October 2023 data and $3,396,445,903 in the October 2026 data, up 36%. Total employees: 40 in October 2023 and 50 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fiera Comox Partners Inc serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (23).

**Does Fiera Comox Partners Inc report any disciplinary disclosures?**
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/323679

**Does Fiera Comox Partners Inc state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Each Fund’s Offering Documents impose a minimum capital commitment of $5 million, which minimum commitment may be waived by the general partner of the Fund, in its sole discretion."

**What changed in Fiera Comox Partners Inc's recent Form ADV filings?**
In the April 2026 filing data: Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)). Employees performing advisory functions went from 31 to 33.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $5,000,000 (the brochure says it may be waived or negotiated)

> Each Fund’s Offering Documents impose a minimum capital commitment of $5 million, which minimum commitment may be waived by the general partner of the Fund, in its sole discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $3,396,445,903
- Discretionary: $3,396,445,903
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 23 | $3,396,445,903 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 50 total, 33 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.H(2): 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)?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/323679

### Websites listed on Form ADV (Item 1.I)
- fieracomox.com/en
- LinkedIn @fiera-comox-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $2,502,971,198 | 40 | June 22, 2023 |
| October 2024 | $2,764,853,435 | 45 | June 14, 2024 |
| October 2025 | $3,228,942,301 | 45 | March 31, 2025 |
| October 2026 | $3,396,445,903 | 50 | March 31, 2026 |

Regulatory assets under management: $2,502,971,198 in the October 2023 data and $3,396,445,903 in the October 2026 data, up 36%.
Total employees: 40 in October 2023 and 50 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Item 11 disclosure answers changed: 1 yes answer, previously 0 (now yes: 11.H(2)).
- Employees performing advisory functions went from 31 to 33.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fiera Comox Partners Inc (CRD 323679): Form ADV filing data as of October 2026.