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
Client accounts: 4,643
Employees: 95
Advisory professionals: 37

Who they report serving

Form ADV · Item 5.D

Client 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 funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FIERA REAL ESTATE DEVELOPMENT FUND IVOther Private Fund · Last reported May 15, 2023$21.9MGross asset value

Fund administrator STATE STREET TRUST COMPANY CANADA/ STATE STREET FUND SERVICES TORONTO MONTREAL, Canada Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP TORONTO, Canada

Custodian STATE STREET TRUST COMPANY CANADA MONTREAL, Canada Related to adviser: No

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: 805-6193169260
Reported beneficial owners: 172
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.

US EQUITY LONG-ONLY FUND LPOther Private Fund · Last reported Mar 23, 2019$18.1MGross asset value

Form D fundraising filings

US Equity Long-Only Fund LP

Fund administrator UMB FUND SERVICES, INC. CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP MILWAUKEE, Wisconsin, United States

Custodian BNY MELLON, N.A. JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

BNY MELLON, N.A.
LEI 4EP6JBYBTPTQ47LZOB67

Fund details & source

Fund ID: 805-1659130184
Reported beneficial owners: 6
Minimum commitment: $5M
Form D file number: 021-264730

Form ADV 1268813 · Mar 23, 2019 · 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 OPPORTUNISTIC REAL ESTATE FUNDOther Private Fund · Last reported May 15, 2023$16.6MGross asset value

Fund administrator STATE STREET TRUST COMPANY CANADA/STATE STREET FUND SERVICES TORONTO MONTREAL, Canada Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP TORONTO, Canada

Custodian STATE STREET TRUST COMPANY CANADA MONTREAL, Canada Related to adviser: No

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: 805-9015775104
Reported beneficial owners: 79
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 Sep 13, 2017$11.8MGross asset value

Fund administrator UMB FUND SERVICES, INC. CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG LLP ROSELAND, New Jersey, United States

Custodian UMB BANK, N.A. KANSAS CITY, Missouri, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-6795904452
Reported beneficial owners: 6
Minimum commitment: $5M

Form ADV 1133041 · Sep 13, 2017 · 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 AOther Private Fund · Last reported Mar 22, 2021$11.8MGross asset value

Fund administrator UMB FUND SERVICES, INC. CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP MILWAUKEE, Wisconsin, United States

Custodian CITIGROUP PRIVATE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

CITIGROUP PRIVATE BANK
LEI 549300NXQ140EK56PU97

Fund details & source

Fund ID: 805-8000066301
Reported beneficial owners: 33
Minimum commitment: $250K
Form D file number: 021-90246

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.

FIERA PRIVATE INNOVATION FUNDOther Private Fund · Last reported May 15, 2023$11MGross asset value

Fund administrator STATE STREET TRUST COMPANY CANADA/STATE STREET FUND SERVICES TORONTO MONTREAL, Canada Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP TORONTO, Canada

Custodian STATE STREET TRUST COMPANY CANADA MONTREAL, Canada Related to adviser: No

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: 805-5442161098
Reported beneficial owners: 37
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 COther Private Fund · Last reported Mar 22, 2021$6.64MGross asset value

Fund administrator UMB FUND SERVICES, INC. CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP MILWAUKEE, Wisconsin, United States

Custodian CITIGROUP PRIVATE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

CITIGROUP PRIVATE BANK
LEI 549300NXQ140EK56PU97

Fund details & source

Fund ID: 805-4258054243
Reported beneficial owners: 37
Minimum commitment: $250K
Form D file number: 021-90244

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.

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 720
NEW 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.