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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 10b 100b

FIERA CAPITAL INC.

CRD 113638

NEW YORK, NY

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Search this name across graphsid dfx:ria:43cb1b54-ca80-c197-d40f-45339517c998

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 61
Dated events: 38
On other graphs: 2
Observed: Apr 19, 2012 to Aug 21, 2026
47 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Fiera Capital Inc.

Private equity manager · shared crd

Private Creditidentity

FIERA CAPITAL INC.

Private credit manager · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.34 fund_share=0.17 institutional_share=0.25 related_bd=false related_bank=true bd_reps=12.0
Regulatory AUM: $17BItem 5.F on the latest filing (2026-08-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $17B
Private client RAUM: $5.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 34%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $2.9Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 95
Advisory employees: 37
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 4,643
Individual clients: 509
High net worth clients: 3,087
Private funds: 5Schedule D 7.B(1)
Custody, client assets: $1.7B
SEC number: 801-8948
CIK: 945425
CRD: 113638
Filings on the tape: 47
First filed: Apr 19, 2012
Latest filed: Aug 21, 2026
Organised: Corporation, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT DAVID EINHORN	Chartered Financial Analyst	NEW YORK, NY	5	22	n/a	yes
CAROLYN NANNINI DOLAN	Chartered Financial Analyst	NEW YORK, NY	5	19	1	no
ERIC LAZARUS STROIMAN	n/a	San Diego, CA \| NEW YORK, NY	3	11	2	yes
NANA EDUSEI	n/a	NEW YORK, NY	2	10	n/a	yes
Shaun Stephen Johnson	n/a	NEW YORK, NY \| San Diego, CA	2	11	2	yes
Mark David Toomey	n/a	Boston, MA \| NEW YORK, NY	2	31	1	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31; showing 25 of 36

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
FIERA DIVERSIFIED LENDING FUND	Other Private Fund	$1.9B	May 15, 2023	2,172	Mar 26, 2018	dropped	n/a
FIERA GLOBAL INFRASTRUCTURE FUND	Other Private Fund	$1.3B	May 15, 2023	1,472	Mar 28, 2022	dropped	n/a
INTERNATIONAL EQUITY LONG-ONLY FUND LP - CLASS E	Other Private Fund	$684M	Aug 21, 2026	15	Mar 23, 2019	reported	021-322132
FIERA DIVERSIFIED REAL ESTATE FUND	Other Private Fund	$624M	May 15, 2023	947	Mar 28, 2022	dropped	n/a
GLOBAL EQUITY LONG-ONLY FUND LP	Other Private Fund	$618M	Aug 21, 2026	27	Nov 29, 2013	reported	021-204566
FIERA GLOBAL AGRICULTURE FUND	Other Private Fund	$492M	May 15, 2023	805	Mar 28, 2022	dropped	n/a
FIERA DIVERSIFIED REAL ASSETS FUND	Other Private Fund	$421M	May 15, 2023	136	Mar 28, 2022	dropped	n/a
FIERA GLOBAL PRIVATE EQUITY FUND	Other Private Fund	$391M	May 15, 2023	796	Mar 28, 2022	dropped	n/a
FIERA ANZ REAL ESTATE DEBT FUND	Other Private Fund	$379M	May 15, 2023	516	Mar 28, 2022	dropped	n/a
FIERA GLOBAL DIVERSIFIED LENDING MASTER FUND, LP	Hedge Fund	$208M	Aug 13, 2024	12	Mar 23, 2019	dropped	021-321133
INTERNATIONAL EQUITY LONG-ONLY FUND LP	Other Private Fund	$184M	Aug 21, 2026	13	Mar 8, 2016	reported	021-251780
FIERA OAKS EM SELECT FUND LP	n/a	$143M	Aug 21, 2026	2	Aug 21, 2026	reported	021-536507
THE OMIGSA ABSOLUTE RETURN FUND	Hedge Fund	$114M	Sep 19, 2016	3	Mar 29, 2012	dropped	n/a
FIERA US REAL ESTATE DEBT FUND, L.P.	n/a	$107M	Aug 21, 2026	1	Aug 21, 2026	reported	021-515012
FIERA DIVERSIFIED REAL ASSETS FUND SCSP	Other Private Fund	$106M	May 15, 2023	2	Mar 28, 2023	dropped	n/a
FIERA PRIVATE INVESTMENT II FUND	Other Private Fund	$95.6M	May 15, 2023	398	Mar 28, 2022	dropped	n/a
TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SERIES D - STEIPS REAL INCOME SERIES	Hedge Fund	$92.6M	Jan 7, 2021	116	Mar 8, 2016	dropped	021-120180
TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SERIES D - STEIPS REAL INCOME SERIES	Other Private Fund	$87.2M	Dec 14, 2015	99	Mar 30, 2012	dropped	021-120180
FIERA REAL ESTATE CORE MORTGAGE FUND	Other Private Fund	$47.5M	May 15, 2023	7	Mar 28, 2023	dropped	n/a
SELECT OPPORTUNITIES FUND LP	Hedge Fund	$40.7M	Mar 22, 2021	5	Mar 26, 2018	dropped	021-285782
THE OMIGSA MULTI-STRATEGY FUND	Hedge Fund	$33.9M	Sep 19, 2016	1	Mar 29, 2012	dropped	n/a
FIERA REAL ESTATE DEVELOPMENT FUND IV	Other Private Fund	$21.9M	May 15, 2023	172	Mar 28, 2023	dropped	n/a
US EQUITY LONG-ONLY FUND LP	Other Private Fund	$18.1M	Mar 23, 2019	6	Jun 10, 2016	dropped	021-264730
FIERA OPPORTUNISTIC REAL ESTATE FUND	Other Private Fund	$16.6M	May 15, 2023	79	Mar 28, 2022	dropped	n/a
SELECT OPPORTUNITIES FUND LP	Hedge Fund	$11.8M	Sep 13, 2017	6	Mar 30, 2017	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DOLAN, CAROLYN, NANNINI	EXECUTIVE VICE PRESIDENT, HEAD OF PRIVATE WEALTH, U.S.	Na	yes	11/2015	Aug 21, 2026	Aug 21, 2026
EINHORN, SCOTT, DAVID	EXECUTIVE VICE PRESIDENT, REGIONAL MANAGING PARTNER	Na	yes	11/2015	Aug 21, 2026	Aug 21, 2026
FIERA US HOLDING INC.	SOLE SHAREHOLDER	E	yes	10/2013	Aug 21, 2026	Aug 21, 2026
LOCKERBY, BRANDON, MARCUS	VICE PRESIDENT OF FINANCE, US	Na	yes	06/2024	Aug 21, 2026	Aug 21, 2026
PENTIMONE, LAURA, ANN	CHIEF COMPLIANCE OFFICER & HEAD OF COMPLIANCE, U.S.	Na	yes	07/2024	Aug 21, 2026	Aug 21, 2026
PONTILLO, LUCAS, EMILIO	EXECUTIVE DIRECTOR, GLOBAL CHIEF FINANCIAL OFFICER AND HEAD OF CORPORATE STRATEGY & DIRECTOR	Na	yes	11/2020	Aug 21, 2026	Aug 21, 2026
ROBERTS, ERIC, WILLIAM	EXECUTIVE DIRECTOR, CHIEF EXECUTIVE OFFICER FIERA USA & DIRECTOR	Na	yes	11/2023	Aug 21, 2026	Aug 21, 2026
FIERA CAPITAL CORPORATION	Shareholder	E	yes	10/2013	Mar 23, 2019	Aug 13, 2024
MCSHEA, STEPHEN, ANTHONY	GENERAL COUNSEL & DIRECTOR	Na	yes	02/2015	Mar 3, 2015	Aug 13, 2024
SIDDIQUI, AHMED, NADEEM	SENIOR VICE PRESIDENT, HEAD OF STRATEGIC FINANCE	Na	yes	04/2021	Mar 28, 2023	Aug 13, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
FIERA CAPITAL CORPORATION	n/a	Former SEC adviser	$57B	Y	no	n/a
FIERA CAPITAL (UK) LIMITED	n/a	Asset manager	$5.0B	N	yes	n/a
FIERA COMOX PARTNERS INC	n/a	Asset manager	$3.4B	N	yes	n/a
FIERA CAPITAL (ASIA), L.P.	n/a	n/a	n/a	N	yes	n/a
FIERA GLOBAL DIVERSIFIED LENDING FUND GP LLC	n/a	n/a	n/a	Y	no	n/a
FIERA INFRASTRUCTURE INC.	n/a	n/a	n/a	N	yes	n/a
FIERA PRIVATE DEBT INC.	n/a	n/a	n/a	N	yes	n/a
GLOBAL EQUITY LONG-ONLY GP LLC	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Boston	Ma	United States	11	no
Dayton	Oh	United States	9	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 14 of 15

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$17B	$17B	95	37	2	5	n/a
2024	Mar 25, 2025	$20B	$19B	109	37	2	5	n/a
2023	Mar 27, 2024	$21B	$21B	112	44	2	4	$2.8B
2022	Mar 28, 2023	$22B	$22B	111	42	2	17	$8.3B
2021	Mar 28, 2022	$27B	$27B	121	56	3	14	$7.2B
2020	Mar 22, 2021	$29B	$29B	141	61	3	10	$3.2B
2019	Mar 25, 2020	$24B	$24B	158	55	4	10	$3.0B
2018	Mar 23, 2019	$19B	$19B	142	53	4	11	$2.3B
2017	Mar 26, 2018	$21B	$21B	143	58	5	10	$1.8B
2016	Mar 30, 2017	$19B	$16B	131	60	n/a	11	$1.0B
2015	Mar 8, 2016	$11B	$11B	68	28	n/a	6	$474M
2014	Mar 25, 2015	$2.2B	$2.1B	24	8	n/a	1	$6.3M
2013	Sep 26, 2013	$2.0B	$2.0B	27	9	n/a	1	$6.2M
2012	Sep 26, 2012	$2.0B	$1.9B	n/a	n/a	n/a	1	$8.2M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$17B	$20B	-11.7%	$22B	-7.2%	95	109	2	2

Relationships

Affiliated with (8)

→ FIERA CAPITAL (UK) LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
→ FIERA CAPITAL CORPORATIONRegistered adviserother investment adviser, bank, pooled vehicle sponsor, control
factForm ADV
→ FIERA COMOX PARTNERS INCRegistered adviserother investment adviser, pooled vehicle sponsor, common control
factForm ADV
← FIERA CAPITAL (UK) LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← FIERA COMOX PARTNERS INCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← FIERA CAPITAL (IOM) LIMITEDRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← BEL AIR MANAGEMENT, LLCRegistered adviserother investment adviser, bank, pooled vehicle sponsor, common control
factForm ADV
← ROTHSCHILD LARCH LANE MANAGEMENT COMPANY LLCRegistered adviserother investment adviser, bank, control
factForm ADV

Advises (34)

→ INTERNATIONAL EQUITY LONG-ONLY FUND LP - CLASS EPrivate fundOther Private Fund, IA
Mar 23, 2019 to presentfactForm ADV
→ GLOBAL EQUITY LONG-ONLY FUND LPPrivate fundOther Private Fund, IA
Nov 29, 2013 to presentfactForm ADV
→ INTERNATIONAL EQUITY LONG-ONLY FUND LPPrivate fundOther Private Fund, IA
Mar 8, 2016 to presentfactForm ADV
→ FIERA GLOBAL DIVERSIFIED LENDING MASTER FUND, LPPrivate fundHedge Fund, IA
Mar 23, 2019 to presentfactForm ADV
→ FIERA GLOBAL PRIVATE EQUITY FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2022 to May 15, 2023factForm ADV
→ FIERA OPPORTUNISTIC REAL ESTATE FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2022 to May 15, 2023factForm ADV
→ FIERA REAL ESTATE CORE MORTGAGE FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2023 to May 15, 2023factForm ADV
→ FIERA DIVERSIFIED REAL ASSETS FUND SCSPPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2023 to May 15, 2023factForm ADV
→ FIERA DIVERSIFIED LENDING FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 26, 2018 to May 15, 2023factForm ADV
→ FIERA DIVERSIFIED REAL ESTATE FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2022 to May 15, 2023factForm ADV
→ FIERA PRIVATE INNOVATION FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2022 to May 15, 2023factForm ADV
→ FIERA GLOBAL INFRASTRUCTURE FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2022 to May 15, 2023factForm ADV
→ FIERA GLOBAL AGRICULTURE FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2022 to May 15, 2023factForm ADV
→ FIERA REAL ESTATE DEVELOPMENT FUND IVPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2023 to May 15, 2023factForm ADV
→ FIERA PRIVATE INVESTMENT II FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2022 to May 15, 2023factForm ADV
→ FIERA ANZ REAL ESTATE DEBT FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2022 to May 15, 2023factForm ADV
→ FIERA DIVERSIFIED REAL ASSETS FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 28, 2022 to May 15, 2023factForm ADV
→ FIERA GLOBAL DIVERSIFIED LENDING FUNDPrivate fundOther Private Fund, IA, no longer reported
Mar 22, 2021 to Dec 15, 2021factForm ADV
→ TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC - SERIES APrivate fundOther Private Fund, IA, no longer reported
Apr 19, 2012 to Mar 22, 2021factForm ADV
→ TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC - SERIES CPrivate fundOther Private Fund, IA, no longer reported
Mar 8, 2016 to Mar 22, 2021factForm ADV
→ SELECT OPPORTUNITIES FUND LPPrivate fundHedge Fund, IA, no longer reported
Mar 26, 2018 to Mar 22, 2021factForm ADV
→ ABSOLUTE RETURN MULTI-STRATEGY MASTER FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Mar 22, 2021factForm ADV
→ TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SERIES D - STEIPS REAL INCOME SERIESPrivate fundHedge Fund, IA, no longer reported
Mar 8, 2016 to Jan 7, 2021factForm ADV
→ US EQUITY LONG-ONLY FUND LPPrivate fundOther Private Fund, IA, no longer reported
Jun 10, 2016 to Mar 23, 2019factForm ADV
→ HEDGE FUND INVESTMENT COMPANY II, L.P.Private fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Sep 13, 2017factForm ADV
→ BEECHWOOD OMNIA LTD.Private fundSecuritized Asset Fund, IA, no longer reported
Mar 30, 2017 to Sep 13, 2017factForm ADV
→ SELECT OPPORTUNITIES FUND LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2017 to Sep 13, 2017factForm ADV
→ THE OMIGSA HEDGED EQUITY FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Sep 19, 2016factForm ADV
→ LARCH LANE FOUNDERS FUND LTD.Private fundHedge Fund, IA, no longer reported
Dec 18, 2012 to Sep 19, 2016factForm ADV
→ THE OMIGSA ABSOLUTE RETURN FUNDPrivate fundHedge Fund, IA, no longer reported
Mar 29, 2012 to Sep 19, 2016factForm ADV
and 4 more

Registered with (10)

← Mark David ToomeyAdvisorregistration: current employment
Feb 27, 2024 to presentfactForm ADV
← Shaun Stephen JohnsonAdvisorregistration: current employment
Nov 6, 2023 to presentfactForm ADV
← NANA EDUSEIAdvisorregistration: current employment
Oct 4, 2023 to presentfactForm ADV
← ERIC LAZARUS STROIMANAdvisorregistration: current employment
Apr 11, 2023 to presentfactForm ADV
← CAROLYN NANNINI DOLANAdvisorregistration: current employment
Aug 26, 2021 to presentfactForm ADV
← SCOTT DAVID EINHORNAdvisorregistration: current employment
Aug 18, 2021 to presentfactForm ADV
← Monte Troy DopAdvisorregistration: previous registration
Aug 16, 2022 to Mar 10, 2025factForm ADV
← Alberto Favalli-RagusiniAdvisorregistration: previous registration
Mar 8, 2022 to Jun 18, 2024factForm ADV
← KAREN FERNANDESAdvisorregistration: previous registration
Jul 26, 2022 to Apr 18, 2024factForm ADV
← DELAL ALIAdvisorregistration: previous registration
Apr 12, 2023 to Jun 9, 2023factForm ADV

Controls (9)

← EINHORN, SCOTT, DAVIDOwnerEXECUTIVE VICE PRESIDENT, CO-REGIONAL MANAGING PARTNER, ownership code NA, individual
Nov 10, 2015 to Aug 13, 2024factForm ADV
← PENTIMONE, LAURA, ANNOwnerCHIEF COMPLIANCE OFFICER & HEAD OF COMPLIANCE, U.S., ownership code NA, individual
Aug 13, 2024 to Aug 13, 2024factForm ADV
← DOLAN, CAROLYN, NANNINIOwnerEXECUTIVE VICE PRESIDENT, HEAD OF PRIVATE WEALTH, U.S., ownership code NA, individual
Nov 10, 2015 to Aug 13, 2024factForm ADV
← ROBERTS, ERIC, WILLIAMOwnerEXECUTIVE DIRECTOR, CHIEF EXECUTIVE OFFICER FIERA USA & DIRECTOR, ownership code NA, individual
Mar 27, 2024 to Aug 13, 2024factForm ADV
← MCSHEA, STEPHEN, ANTHONYOwnerGENERAL COUNSEL & DIRECTOR, ownership code NA, individual
Mar 3, 2015 to Aug 13, 2024factForm ADV
← SIDDIQUI, AHMED, NADEEMOwnerSENIOR VICE PRESIDENT, HEAD OF STRATEGIC FINANCE, ownership code NA, individual
Mar 28, 2023 to Aug 13, 2024factForm ADV
← PONTILLO, LUCAS, EMILIOOwnerEXECUTIVE DIRECTOR, GLOBAL CHIEF FINANCIAL OFFICER & DIRECTOR, ownership code NA, individual
Mar 22, 2021 to Aug 13, 2024factForm ADV
← FIERA CAPITAL CORPORATIONOwnerSHAREHOLDER, ownership code E, foreign entity
Mar 23, 2019 to Aug 13, 2024factForm ADV
← FIERA US HOLDING INC.OwnerSOLE SHAREHOLDER, ownership code E, domestic entity
Mar 25, 2015 to Aug 13, 2024factForm ADV

Dated events

Occurred
Mar 10, 2025
Advisor changed firm
Monte Troy Dop left Fiera Capital Inc. for Invesco Advisers, Inc. (registered 2025-03-19)
Form ADVobserved 5 days ago
Occurred
Aug 13, 2024
Control person joined
Ann Laura Pentimone (Chief Compliance Officer & Head Of Compliance, U.S.) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Aug 13, 2024
Control person left
Dickens Peter Stock (Executive Chairman, Fiera Global Private Wealth And Executive Vice President, Corporate Development, & Director) no longer on Schedule A of Fiera Capital Inc. (listed 2024-04-26, absent 2024-08-13)
Form ADVobserved 5 days ago
Occurred
Aug 13, 2024
Control person left
Michael Mark Wojcik (Chief Compliance Officer) no longer on Schedule A of Fiera Capital Inc. (listed 2024-04-26, absent 2024-08-13)
Form ADVobserved 5 days ago
Occurred
Jun 18, 2024
Advisor changed firm
Alberto Favalli-Ragusini left Fiera Capital Inc. for Advice And Planning Services (registered 2024-06-27)
Form ADVobserved 5 days ago
Occurred
Apr 26, 2024
Control person left
Wei Zhao (Chief Compliance Officer, Head Of U.S. Compliance) no longer on Schedule A of Fiera Capital Inc. (listed 2024-03-27, absent 2024-04-26)
Form ADVobserved 5 days ago
Occurred
Apr 26, 2024
Control person joined
Michael Mark Wojcik (Chief Compliance Officer) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Apr 18, 2024
Advisor changed firm
Karen Fernandes left Fiera Capital Inc. for Invesco Advisers, Inc. (registered 2024-05-03)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Control person joined
William Eric Roberts (Executive Director, Chief Executive Officer Fiera Usa & Director) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Mar 27, 2024
Control person left
David Joseph Michael Quigley (Executive Director, Global Head Of Distribution & Director) no longer on Schedule A of Fiera Capital Inc. (listed 2023-05-15, absent 2024-03-27)
Form ADVobserved 5 days ago
Occurred
Jun 9, 2023
Advisor changed firm
Delal Ali left Fiera Capital Inc. for Blackrock Investment Management, Llc (registered 2023-06-27)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2023
Control person left
Dominic Grimard (Senior Vice President, Head Of Finance) no longer on Schedule A of Fiera Capital Inc. (listed 2022-03-28, absent 2023-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2023
Control person left
Jean-Philippe Lemay (Global President, Chief Operating Officer & Director) no longer on Schedule A of Fiera Capital Inc. (listed 2022-03-28, absent 2023-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2023
Control person left
Steven Mark Harrell (Senior Vice President, Regional Managing Partner) no longer on Schedule A of Fiera Capital Inc. (listed 2022-03-28, absent 2023-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2023
Control person left
Sutherland William Cashel (Senior Vice President, Global Head Of Financial Intermediaries & Director) no longer on Schedule A of Fiera Capital Inc. (listed 2022-03-28, absent 2023-03-28)
Form ADVobserved 5 days ago
Occurred
Mar 28, 2023
Control person joined
Nadeem Ahmed Siddiqui (Vice President Of Finance) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Nov 23, 2021
Control person left
Evangelia Kleftodimou (Chief Compliance Officer) no longer on Schedule A of Fiera Capital Inc. (listed 2021-10-18, absent 2021-11-23)
Form ADVobserved 5 days ago
Occurred
Nov 23, 2021
Control person joined
Wei Zhao (Chief Compliance Officer, Head Of Us Compliance) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Nov 23, 2021
Control person joined
Sutherland William Cashel (Senior Vice President, Global Head Of Financial Intermediaries & Director) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Oct 18, 2021
Control person joined
Steven Mark Harrell (Senior Vice President, Regional Managing Partner) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Oct 18, 2021
Control person left
Natvarlal Nitin Kumbhani (Vice Chairman, Chief Of Growth Equity Strategies & Director) no longer on Schedule A of Fiera Capital Inc. (listed 2021-03-22, absent 2021-10-18)
Form ADVobserved 5 days ago
Occurred
Mar 22, 2021
Control person joined
Jean-Philippe Lemay (Global President, Chief Operating Officer & Director) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Mar 22, 2021
Control person joined
Emilio Lucas Pontillo (Executive Vice President, Global Chief Financial Officer & Director) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Mar 22, 2021
Control person joined
David Joseph Michael Quigley (Executive Vice President, Head Of Global Distribution & Director) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Mar 22, 2021
Control person left
Jean-Guy Desjardins (Director) no longer on Schedule A of Fiera Capital Inc. (listed 2021-01-07, absent 2021-03-22)
Form ADVobserved 5 days ago
Occurred
Jan 7, 2021
Control person joined
Dominic Grimard (Senior Vice President, Head Of Finance) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Jan 7, 2021
Control person left
Steven Rafael Labourdette (Vice President, Financial Accounting) no longer on Schedule A of Fiera Capital Inc. (listed 2020-11-11, absent 2021-01-07)
Form ADVobserved 5 days ago
Occurred
Oct 9, 2020
Control person left
Edward Jonathan Lewis (Chief Investment Officer) no longer on Schedule A of Fiera Capital Inc. (listed 2020-07-17, absent 2020-10-09)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2020
Control person joined
Dickens Peter Stock (Executive Vice President, Head Of Global Private Wealth) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
Jul 17, 2020
Control person left
Stephen Benjamin Thompson (President, Chief Executive Officer & Director) no longer on Schedule A of Fiera Capital Inc. (listed 2020-06-23, absent 2020-07-17)
Form ADVobserved 5 days ago
Occurred
Jul 17, 2020
Control person left
Hope Amy Peterson (Executive Vice President) no longer on Schedule A of Fiera Capital Inc. (listed 2020-06-23, absent 2020-07-17)
Form ADVobserved 5 days ago
Occurred
May 19, 2020
Control person joined
Steven Rafael Labourdette (Vice President, Financial Accounting) appeared on Schedule A of Fiera Capital Inc.
Form ADVobserved 5 days ago
Occurred
May 19, 2020
Control person left
Pierre Blanchette (Executive Vice President, Head Of Finance) no longer on Schedule A of Fiera Capital Inc. (listed 2020-03-25, absent 2020-05-19)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2020
Regulatory AUM changed
Fiera Capital Inc. reported RAUM $24.3B, up 25% from $19.4B (2019-03-23 to 2020-03-25)
Form ADVobserved 5 days ago
$4.9B
Occurred
Mar 23, 2019
Control person left
Anthony Richard Nino (Executive Vice President) no longer on Schedule A of Fiera Capital Inc. (listed 2019-01-02, absent 2019-03-23)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2019
Control person left
Alan Mark Jurish (Executive Vice President) no longer on Schedule A of Fiera Capital Inc. (listed 2019-01-02, absent 2019-03-23)
Form ADVobserved 5 days ago
Occurred
Mar 23, 2019
Control person left
John Valentini (Director) no longer on Schedule A of Fiera Capital Inc. (listed 2019-01-02, absent 2019-03-23)
Form ADVobserved 5 days ago
Occurred
Jan 2, 2019
Control person left
Cfa Mclean Donald Iii Wilkinson (Vice Chairman, Chief Investment Strategist For Global Equity And Tactical Asset Allocation & Director) no longer on Schedule A of Fiera Capital Inc. (listed 2018-06-13, absent 2019-01-02)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:43cb1b54-ca80-c197-d40f-45339517c998
First observed: Apr 19, 2012
Last observed: Aug 21, 2026 30 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

FIERA CAPITAL INC.

CRD 113638

NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:43cb1b54-ca80-c197-d40f-45339517c998

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:28 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT DAVID EINHORN

Chartered Financial Analyst

NEW YORK, NY

n/a

yes

CAROLYN NANNINI DOLAN

Chartered Financial Analyst

NEW YORK, NY

ERIC LAZARUS STROIMAN

n/a

San Diego, CA | NEW YORK, NY

yes

NANA EDUSEI

n/a

NEW YORK, NY

n/a

yes

Shaun Stephen Johnson

n/a

NEW YORK, NY | San Diego, CA

yes

Mark David Toomey

n/a

Boston, MA | NEW YORK, NY

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

FIERA DIVERSIFIED LENDING FUND

Other Private Fund

$1.9B

May 15, 2023

2,172

Mar 26, 2018

dropped

n/a

FIERA GLOBAL INFRASTRUCTURE FUND

Other Private Fund

$1.3B

May 15, 2023

1,472

Mar 28, 2022

dropped

n/a

INTERNATIONAL EQUITY LONG-ONLY FUND LP - CLASS E

Other Private Fund

$684M

Aug 21, 2026

Mar 23, 2019

reported

021-322132

FIERA DIVERSIFIED REAL ESTATE FUND

Other Private Fund

$624M

May 15, 2023

947

Mar 28, 2022

dropped

n/a

GLOBAL EQUITY LONG-ONLY FUND LP

Other Private Fund

$618M

Aug 21, 2026

Nov 29, 2013

reported

021-204566

FIERA GLOBAL AGRICULTURE FUND

Other Private Fund

$492M

May 15, 2023

805

Mar 28, 2022

dropped

n/a

FIERA DIVERSIFIED REAL ASSETS FUND

Other Private Fund

$421M

May 15, 2023

136

Mar 28, 2022

dropped

n/a

FIERA GLOBAL PRIVATE EQUITY FUND

Other Private Fund

$391M

May 15, 2023

796

Mar 28, 2022

dropped

n/a

FIERA ANZ REAL ESTATE DEBT FUND

Other Private Fund

$379M

May 15, 2023

516

Mar 28, 2022

dropped

n/a

FIERA GLOBAL DIVERSIFIED LENDING MASTER FUND, LP

Hedge Fund

$208M

Aug 13, 2024

Mar 23, 2019

dropped

021-321133

INTERNATIONAL EQUITY LONG-ONLY FUND LP

Other Private Fund

$184M

Aug 21, 2026

Mar 8, 2016

reported

021-251780

FIERA OAKS EM SELECT FUND LP

n/a

$143M

Aug 21, 2026

reported

021-536507

THE OMIGSA ABSOLUTE RETURN FUND

Hedge Fund

$114M

Sep 19, 2016

Mar 29, 2012

dropped

n/a

FIERA US REAL ESTATE DEBT FUND, L.P.

n/a

$107M

Aug 21, 2026

reported

021-515012

FIERA DIVERSIFIED REAL ASSETS FUND SCSP

Other Private Fund

$106M

May 15, 2023

Mar 28, 2023

dropped

n/a

FIERA PRIVATE INVESTMENT II FUND

Other Private Fund

$95.6M

May 15, 2023

398

Mar 28, 2022

dropped

n/a

TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SERIES D - STEIPS REAL INCOME SERIES

Hedge Fund

$92.6M

Jan 7, 2021

116

Mar 8, 2016

dropped

021-120180

TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SERIES D - STEIPS REAL INCOME SERIES

Other Private Fund

$87.2M

Dec 14, 2015

Mar 30, 2012

dropped

021-120180

FIERA REAL ESTATE CORE MORTGAGE FUND

Other Private Fund

$47.5M

May 15, 2023

Mar 28, 2023

dropped

n/a

SELECT OPPORTUNITIES FUND LP

Hedge Fund

$40.7M

Mar 22, 2021

Mar 26, 2018

dropped

021-285782

THE OMIGSA MULTI-STRATEGY FUND

Hedge Fund

$33.9M

Sep 19, 2016

Mar 29, 2012

dropped

n/a

FIERA REAL ESTATE DEVELOPMENT FUND IV

Other Private Fund

$21.9M

May 15, 2023

172

Mar 28, 2023

dropped

n/a

US EQUITY LONG-ONLY FUND LP

Other Private Fund

$18.1M

Mar 23, 2019

Jun 10, 2016

dropped

021-264730

FIERA OPPORTUNISTIC REAL ESTATE FUND

Other Private Fund

$16.6M

May 15, 2023

Mar 28, 2022

dropped

n/a

SELECT OPPORTUNITIES FUND LP

Hedge Fund

$11.8M

Sep 13, 2017

Mar 30, 2017

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DOLAN, CAROLYN, NANNINI

EXECUTIVE VICE PRESIDENT, HEAD OF PRIVATE WEALTH, U.S.

yes

11/2015

Aug 21, 2026

EINHORN, SCOTT, DAVID

EXECUTIVE VICE PRESIDENT, REGIONAL MANAGING PARTNER

yes

11/2015

Aug 21, 2026

FIERA US HOLDING INC.

SOLE SHAREHOLDER

yes

10/2013

Aug 21, 2026

LOCKERBY, BRANDON, MARCUS

VICE PRESIDENT OF FINANCE, US

yes

06/2024

Aug 21, 2026

PENTIMONE, LAURA, ANN

CHIEF COMPLIANCE OFFICER & HEAD OF COMPLIANCE, U.S.

yes

07/2024

Aug 21, 2026

PONTILLO, LUCAS, EMILIO

EXECUTIVE DIRECTOR, GLOBAL CHIEF FINANCIAL OFFICER AND HEAD OF CORPORATE STRATEGY & DIRECTOR

yes

11/2020

Aug 21, 2026

ROBERTS, ERIC, WILLIAM

EXECUTIVE DIRECTOR, CHIEF EXECUTIVE OFFICER FIERA USA & DIRECTOR

yes

11/2023

Aug 21, 2026

FIERA CAPITAL CORPORATION

Shareholder

yes

10/2013

Mar 23, 2019

Aug 13, 2024

MCSHEA, STEPHEN, ANTHONY

GENERAL COUNSEL & DIRECTOR

yes

02/2015

Mar 3, 2015

Aug 13, 2024

SIDDIQUI, AHMED, NADEEM

SENIOR VICE PRESIDENT, HEAD OF STRATEGIC FINANCE

yes

04/2021

Mar 28, 2023

Aug 13, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

FIERA CAPITAL CORPORATION

n/a

Former SEC adviser

$57B

n/a

FIERA CAPITAL (UK) LIMITED

n/a

Asset manager

$5.0B

yes

n/a

FIERA COMOX PARTNERS INC

n/a

Asset manager

$3.4B

yes

n/a

FIERA CAPITAL (ASIA), L.P.

n/a

yes

n/a

FIERA GLOBAL DIVERSIFIED LENDING FUND GP LLC

n/a

FIERA INFRASTRUCTURE INC.

n/a

yes

n/a

FIERA PRIVATE DEBT INC.

n/a

yes

n/a

GLOBAL EQUITY LONG-ONLY GP LLC

n/a

City

State

Country

Employees

Also broker-dealer

Boston

United States

Dayton

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$17B

n/a

2024

Mar 25, 2025

$20B

$19B

109

n/a

2023

Mar 27, 2024

$21B

112

$2.8B

2022

Mar 28, 2023

$22B

111

$8.3B

2021

Mar 28, 2022

$27B

121

$7.2B

2020

Mar 22, 2021

$29B

141

$3.2B

2019

Mar 25, 2020

$24B

158

$3.0B

2018

Mar 23, 2019

$19B

142

$2.3B

2017

Mar 26, 2018

$21B

143

$1.8B

2016

Mar 30, 2017

$19B

$16B

131

n/a

$1.0B

2015

Mar 8, 2016

$11B

n/a

$474M

2014

Mar 25, 2015

$2.2B

$2.1B

n/a

$6.3M

2013

Sep 26, 2013

$2.0B

n/a

$6.2M

2012

Sep 26, 2012

$2.0B

$1.9B

n/a

$8.2M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$17B

$20B

-11.7%

$22B

-7.2%

109