Investment adviser · CRD 113638
FIERA CAPITAL INC.
Investment adviser filing (IA)
NEW YORK, NY, United States · Form ADV filed Aug 21, 2026
- Regulatory AUM
- $17.3B Form ADV · Item 5.F
- Client accounts
- 4,643 Accounts, not individual clients
- Employees
- 95 Reported in this filing
- Advisory professionals
- 37 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 3,087 | $5,659,291,426 | 32.8% |
| Corporations & businesses | 438 | $4,008,319,749 | 23.2% |
| Government entities | 18 | $2,927,157,963 | 16.9% |
| Pooled investment vehicles | 23 | $2,534,125,229 | 14.7% |
| Retirement plans | 67 | $837,021,875 | 4.8% |
| Charities | 98 | $530,422,653 | 3.1% |
| Investment companies | 3 | $351,639,180 | 2.0% |
| Individuals | 509 | $249,602,964 | 1.4% |
| Other clients | 400 | $177,921,632 | 1.0% |
Filing source
Form ADV 2127378 · Aug 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
37 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
FIERA DIVERSIFIED REAL ASSETS FUND SCSPOther Private Fund · Last reported May 15, 2023$106MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- No
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 1367
Fund details & source
- Fund ID
- 805-3678039724
- Reported beneficial owners
- 2
- Minimum commitment
- $6.05M
Form ADV 1762029 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FIERA PRIVATE INVESTMENT II FUNDOther Private Fund · Last reported May 15, 2023$95.6MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 271
Fund details & source
- Fund ID
- 805-6648586583
- Reported beneficial owners
- 398
- Minimum commitment
- $0
Form ADV 1762029 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SERIES D - STEIPS REAL INCOME SERIESHedge Fund · Last reported Jan 7, 2021$92.6MGross asset value
Form D fundraising filings
TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SER D
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
Fund details & source
- Fund ID
- 805-5163454001
- Reported beneficial owners
- 116
- Minimum commitment
- $250K
- Form D file number
- 021-120180
Form ADV 1478354 · Jan 7, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SERIES D - STEIPS REAL INCOME SERIESOther Private Fund · Last reported Dec 14, 2015$87.2MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- Yes
PATRICK CAPITAL MARKETS, LLC
CRD 16518 · SEC 8-34099
Fund details & source
- Fund ID
- 805-4883757018
- Reported beneficial owners
- 99
- Minimum commitment
- $250K
- Form D file number
- 021-120180
Form ADV 962259 · Dec 14, 2015 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
FIERA REAL ESTATE CORE MORTGAGE FUNDOther Private Fund · Last reported May 15, 2023$47.5MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PRICEWATERHOUSECOOPERS LLP
PCAOB 271
Fund details & source
- Fund ID
- 805-9635156687
- Reported beneficial owners
- 7
- Minimum commitment
- $0
Form ADV 1762029 · May 15, 2023 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SELECT OPPORTUNITIES FUND LPHedge Fund · Last reported Mar 22, 2021$40.7MGross asset value
Form D fundraising filings
Feeder funds
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
DELOITTE & TOUCHE LLP
PCAOB 34
UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83
Fund details & source
- Fund ID
- 805-6380854329
- Reported beneficial owners
- 5
- Minimum commitment
- $5M
- Form D file number
- 021-283574
- Form D file number
- 021-285782
Form ADV 1493171 · Mar 22, 2021 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
THE OMIGSA MULTI-STRATEGY FUNDHedge Fund · Last reported Sep 19, 2016$33.9MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
Fund details & source
- Fund ID
- 805-4885833432
- Reported beneficial owners
- 1
- Minimum commitment
- $150K
Form ADV 1037521 · Sep 19, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Aug 21, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
477 MADISON AVENUE, SUITE 720NEW YORK, NY, 10022, United States
CRD 113638
Filing source
Form ADV 2127378 · Aug 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.