DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
F•••• C•••••• ••• L••••••
Latest filing Jun 4, 2026
First filing on the tape Mar 16, 2012 · 49 filings
SEC status approved since Nov 14, 2005
RAUM
$5.0B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
60
13 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
3
reported on Schedule D
History
49 filings and snapshots on the tape
RAUM$5.0B as of Jun 4, 2026
Mar 16, 2012$2.1B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jun 4, 2026
Mar 16, 20120 then
Employees (5.A)60 as of Jun 4, 2026
Mar 21, 201364 then
Private funds3 as of Jun 4, 2026
Mar 31, 20231 then
RAUM +78% over the last fiscal year+37% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jun 4, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $832MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +78%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for businesses and institutions, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- compensates persons for client referrals (8.G.1)
- compensates non-employees for client referrals (8.G.2)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$5.0B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 6reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| M•••• U••••••• F••• P•••••••• N•• F•••••••• F••• | Hedge Fund | $628M | 267 | Mar 22, 2018 |
| O••• U••••••• F••• P••••••• E••••••• A•• F••••••• O••••••••• F••• | Hedge Fund | $183M | 82 | Mar 28, 2024 |
| O••• U••••••• F••• P•••••••• O••• E• S••••• | Hedge Fund | $171M | 7 | Mar 28, 2024 |
Owners and control persons
Schedule A and B, latest filing
- B•••••••• J••••••• M•••••• J•••••• · Executive Directorcontrolsince 06/2023 · owns less than 5%
- D••• R••••••• A••••• B••••••• · Chief Compliance Officer & Head Of Compliance Emea & A•••controlsince 09/2024 · owns less than 5%
- O•••••••• C••••••••• M••• · Executive Director Of F•••• C•••••• ••• L••••••controlsince 05/2020 · owns less than 5%
- S•••••••• K••••• G•••• · Chief Executive Officer And Executive Directorcontrolsince 06/2023 · owns less than 5%
- W••••••••• A••••••••• M•••••• · Executive Director Of F•••• C•••••• ••• L••••••controlsince 02/2023 · owns less than 5%
Entity owners
- F•••• C•••••• ••••••• L•••••• · 100% Ownerdirect · owns 75% or more
- F•••• C•••••• C••••••••• · Shareholderindirect · owns 75% or more of F•••• C•••••• ••••••• L••••••
Related persons
Schedule D 7.A
- F•••• C•••••• ••••• H••• K••• L••••••investment adviserbankn
- F•••• C•••••• ••••• S•••••••• P••• L•••investment adviserbankpooled vehicle sponsorn
- F•••• C•••••• •••••• L•••investment adviserbankpooled vehicle sponsorn
- F•••• C•••••• C•••••••••investment adviserbankpooled vehicle sponsoryRAUM $57B
- F•••• C•••••• I•••investment adviserbankpooled vehicle sponsornRAUM $17B
Advisers that list F•••• C•••••• ••• L•••••• as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Apr 30, 2026RAUM (Item 5.F) moved from $2,798,404,969 to $4,989,288,298 (+78.0%) between the annual amendments of 2025-03-25 and 2026-04-30; the peer median change was +11.0% (1368 comparable advisers, 92.0th percentile of changes)peers: asset managers, $1B to $5B (1,368) · 92% percentile
What changed
consecutive filings, newest first
- Discretionary RAUM · $4.0B to $5.0BMar 27, 2026 to Apr 30, 2026
- Pooled vehicle RAUM · $4.0B to $5.0BMar 27, 2026 to Apr 30, 2026
- RAUM · $4.0B to $5.0BMar 27, 2026 to Apr 30, 2026
- Accounts · 7 to 6Jul 23, 2025 to Mar 27, 2026
- Advisory employees · 14 to 13Jul 23, 2025 to Mar 27, 2026
- Advisory activities · 2 to 3Jul 23, 2025 to Mar 27, 2026
- Pooled vehicle clients · 4 to 6Jul 23, 2025 to Mar 27, 2026
- Employees · 68 to 60Jul 23, 2025 to Mar 27, 2026
- Discretionary RAUM · $2.8B to $4.0BJul 23, 2025 to Mar 27, 2026
- Pooled vehicle RAUM · $2.8B to $4.0BJul 23, 2025 to Mar 27, 2026
- RAUM · $2.8B to $4.0BJul 23, 2025 to Mar 27, 2026
- Financial planning clients · unset to May 29, 2025 to Jul 23, 2025
- Accounts · 5 to 7Sep 12, 2024 to Mar 25, 2025
- Advisory employees · 26 to 14Sep 12, 2024 to Mar 25, 2025
- Advisory activities · 1 to 2Sep 12, 2024 to Mar 25, 2025
- Pooled vehicle clients · 5 to 4Sep 12, 2024 to Mar 25, 2025
- Employees · 60 to 68Sep 12, 2024 to Mar 25, 2025
- HQ state · unset to Sep 12, 2024 to Mar 25, 2025
- Discretionary RAUM · $2.6B to $2.8BSep 12, 2024 to Mar 25, 2025
- Pooled vehicle RAUM · $2.6B to $2.8BSep 12, 2024 to Mar 25, 2025
- RAUM · $2.6B to $2.8BSep 12, 2024 to Mar 25, 2025
- Discretionary RAUM · $2.6B to $2.6BMar 28, 2024 to Apr 26, 2024
- Pooled vehicle RAUM · $2.6B to $2.6BMar 28, 2024 to Apr 26, 2024
- RAUM · $2.6B to $2.6BMar 28, 2024 to Apr 26, 2024
- Accounts · 6 to 5Aug 22, 2023 to Mar 28, 2024
- Advisory employees · 22 to 26Aug 22, 2023 to Mar 28, 2024
- Pooled vehicle clients · 6 to 5Aug 22, 2023 to Mar 28, 2024
- Employees · 41 to 60Aug 22, 2023 to Mar 28, 2024
- Private funds · 1 to 3Aug 22, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.9B to $2.6BAug 22, 2023 to Mar 28, 2024
- Pooled vehicle RAUM · $1.9B to $2.6BAug 22, 2023 to Mar 28, 2024
- RAUM · $1.9B to $2.6BAug 22, 2023 to Mar 28, 2024
- Advisory employees · 27 to 22May 4, 2022 to Mar 31, 2023
- Advisory activities · 4 to 1May 4, 2022 to Mar 31, 2023
- Pooled vehicle clients · 2 to 6May 4, 2022 to Mar 31, 2023
- Employees · 68 to 41May 4, 2022 to Mar 31, 2023
- Discretionary RAUM · $2.1B to $1.9BMay 4, 2022 to Mar 31, 2023
- Pooled vehicle RAUM · $1.8B to $1.9BMay 4, 2022 to Mar 31, 2023
- RAUM · $2.1B to $1.9BMay 4, 2022 to Mar 31, 2023
- Other offices · 1 to 0Mar 18, 2022 to May 4, 2022
Signals
23 dated events
- F•••• C•••••• ••• L•••••• reported RAUM $5.0B, up 25% from $4.0B (2026-03-27 to 2026-04-30)Apr 30, 2026 · RAUM change · derived
- F•••• C•••••• ••• L•••••• reported RAUM $4.0B, up 42% from $2.8B (2025-07-23 to 2026-03-27)Mar 27, 2026 · RAUM change · derived
- Maria Clement Louisa Jeannot Huijnen (Chief Compliance Officer) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2024-08-08, absent 2024-09-12)Sep 12, 2024 · Control person left · inference
- Arthur Benedict Ranulph Day (Chief Compliance Officer & Head Of Compliance Emea & Asia) appeared on Schedule A of F•••• C•••••• ••• L••••••Sep 12, 2024 · Control person joined · fact
- Maria Clement Louisa Jeannot Huijnen (Chief Compliance Officer) appeared on Schedule A of F•••• C•••••• ••• L••••••Jul 26, 2024 · Control person joined · fact
- [Nmn] Andreas Franz (Chief Compliance Officer) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2024-04-26, absent 2024-07-26)Jul 26, 2024 · Control person left · inference
- F•••• C•••••• ••• L•••••• reported RAUM $2.6B, up 35% from $1.9B (2023-08-22 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Georg Klaus Schuster (Chief Executive Officer And Executive Director) appeared on Schedule A of F•••• C•••••• ••• L••••••Jun 14, 2023 · Control person joined · fact
- Mathieu Jacques Jeremie Bouchard (Executive Director) appeared on Schedule A of F•••• C•••••• ••• L••••••Jun 14, 2023 · Control person joined · fact
- Mcclane Alexander Williamson (Executive Director Of F•••• C•••••• ••• L••••••) appeared on Schedule A of F•••• C•••••• ••• L••••••Mar 31, 2023 · Control person joined · fact
- Lloyd Huw Jones (Director Of F•••• C•••••• ••••••• L••••••, Fiera Capital (Iom) Limited And F•••• C•••••• ••• L••••••) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2022-05-04, absent 2023-03-31)Mar 31, 2023 · Control person left · inference
- [Nmn] Andreas Franz (Chief Compliance Officer) appeared on Schedule A of F•••• C•••••• ••• L••••••Nov 1, 2021 · Control person joined · fact
- Mcclane Alexander Williamson (Chief Compliance Officer) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2021-10-01, absent 2021-11-01)Nov 1, 2021 · Control person left · inference
- Ruth Varda Lotan (Director Of F•••• C•••••• ••• L••••••) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2021-05-17, absent 2021-10-01)Oct 1, 2021 · Control person left · inference
- Dean Gregory Walsh (Chief Compliance Officer) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2021-03-25, absent 2021-05-17)May 17, 2021 · Control person left · inference
- Mcclane Alexander Williamson (Chief Compliance Officer) appeared on Schedule A of F•••• C•••••• ••• L••••••May 17, 2021 · Control person joined · fact
- F•••• C•••••• ••• L•••••• reported RAUM $2.5B, down 38% from $4.1B (2020-05-15 to 2021-03-25)Mar 25, 2021 · RAUM change · derived
- Mary Catherine O'Reilly (Executive Director Of F•••• C•••••• ••• L••••••) appeared on Schedule A of F•••• C•••••• ••• L••••••May 15, 2020 · Control person joined · fact
- F•••• C•••••• ••• L•••••• reported RAUM $4.1B, up 51% from $2.7B (2020-02-04 to 2020-03-20)Mar 20, 2020 · RAUM change · derived
- Anthony Richard Nino (Director Of F•••• C•••••• ••••••• L•••••• And Relevant Subsidiaries Including F•••• C•••••• ••• L••••••) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2019-09-30, absent 2019-11-19)Nov 19, 2019 · Control person left · inference
- Vallabhdas Jeram Kanesh Lakhani (President And Chief Executive Officer, European Division And Director Of Fiera Capital (Europe) Ltd And Fiera Capital (Uk) Ltd) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2019-08-07, absent 2019-09-30)Sep 30, 2019 · Control person left · inference
- Peter Julian Mayo (Executive Director Of F•••• C•••••• ••• L•••••• And Senior Vice President And Investment Strategist) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2019-03-27, absent 2019-08-07)Aug 7, 2019 · Control person left · inference
- Davidson Nairn Jane Mcandry (Senior Vice President, Legal, Compliance & Hr) no longer on Schedule A of F•••• C•••••• ••• L•••••• (listed 2018-11-02, absent 2019-01-07)Jan 7, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Website
- uk.fieracapital.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- +44 (0)20 7518 2100reportedpublic record, Form ADV, Jun 4, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026