RIA Intel›Advisers›New York›FIERA CAPITAL INC.

FIERA CAPITAL INC.

Advisory

N·NEW YORK, NY

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM

$17.3B

1-Year AUM Growth

-8.7%

3-Year CAGR

-10.5%

Employees

37

Assets Under Management

Total AUM$17.3B

Discretionary AUM$17.2B

Non-Discretionary AUM$87M

Discretionary %99.5%

Total Clients5,176

Team

Total Employees37

Investment Advisers95

Employee Growth (1Y)-15.9%

Filing History

Total Filings on Record57

First FilingJan 15, 2002

Latest FilingMar 26, 2026

🔒 Full AUM trend chart and 57 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FIERA CAPITAL INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.