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•••• P••••••• I••
Latest filing Mar 31, 2026
First filing on the tape Jun 22, 2023 · 7 filings
SEC status approved since Jul 24, 2023
RAUM
$3.4B
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
50
33 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
4
reported on Schedule D
History
7 filings and snapshots on the tape
RAUM$3.4B as of Mar 31, 2026
Mar 29, 2024$2.8B then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 31, 2026
Mar 29, 20240 then
Employees (5.A)50 as of Mar 31, 2026
Mar 29, 202445 then
Private funds4 as of Mar 31, 2026
Mar 29, 20245 then
RAUM +5.2% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 31, 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
- $148MderivedRAUM 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
- +5.2%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 pooled vehiclesreportedItem 5.G
- Custody
- yesreportedItem 9.A
- 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)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$3.4B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 23reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $0 for 0 clientsreported
- 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
5 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| F•••• C•••• G••••• A••••••••• O••••••• F••• L••• | Private Equity Fund | $1.7B | 53 | Jun 22, 2023 |
| F•••• C•••• P•••••• C••••• O••••••••• O••••••• F••• L••• | Other Private Fund | $565M | 28 | Jun 22, 2023 |
| F•••• C•••• G••••• S••••••••• T••••••••• F••• L••• | Private Equity Fund | $28.0M | 5 | Mar 29, 2024 |
| G•••••• G••••• P••• C••••••••• L• | Private Equity Fund | $22.9M | 12 | Jun 22, 2023 |
| G•••••• G•••••• L• | Private Equity Fund | $8.0M | 2 | Mar 29, 2024 |
Owners and control persons
Schedule A and B, latest filing
- D••••••••• J••••••• · Directorcontrolsince 11/2016 · owns less than 5%
- D••••••••• M••••••••• · Directorcontrolsince 06/2019 · owns less than 5%
- D••••••• F•••••••• •••• · Partner & Coocontrolsince 11/2016 · owns less than 5%
- M•••••••• A••••••• B••••• · Partner & Ceocontrolsince 11/2016 · owns less than 5%
- V••••••••• J•••• •••• · Directorcontrolsince 11/2016 · owns less than 5%
- Z••••• J•••• •••• · Partner, Vice Chair, Head Of Natural Capitalcontrolsince 09/2022 · owns less than 5%
- M•••••••• A••••••• B••••• · Shareholdercontrolsince 10/2016 · owns 75% or more of B•••••• P••• H••••••• I•••
- C•••••••• D•••• V••••••••• · Ccosince 04/2024 · owns less than 5%
Entity owners
- C•••• E••••• P••••••• I••• · Shareholderdirect · owns 25% to 50%
- F•••• C•••••• C••••••••• · Shareholderdirect · owns 50% to 75%
- B•••••• P••• H••••••• I••• · Shareholderindirect · owns 50% to 75% of C•••• E••••• P••••••• I•••
Related persons
Schedule D 7.A
- F•••• C•••••• •••••• L•••investment adviserbankpooled vehicle sponsorn
- F•••• C•••••• ••• L••••••investment adviserbankpooled vehicle sponsornRAUM $5.0B
- F•••• C•••••• C•••••••••investment adviserbankpooled vehicle sponsory
- F•••• C•••••• I•••investment adviserbankpooled vehicle sponsornRAUM $17B
- F•••• C•••• G••••• A••••••••• O••••••• F••• •••• I•• G• I•••pooled vehicle sponsory
- F•••• C•••• G••••• A••••••••• O••••••• F••• ••••• G• I•••pooled vehicle sponsory
- F•••• C•••• G••••• A••••••••• O••••••• F••• G• I•••pooled vehicle sponsory
- F•••• C•••• G••••• S••••••••• T••••••••• F••• ••••• G• I•••pooled vehicle sponsory
- F•••• C•••• G••••• S••••••••• T••••••••• F••• G• I•••pooled vehicle sponsory
- F•••• C•••• P•••••• C••••• O••••••••• O••••••• F••• ••••••••• G• I•••pooled vehicle sponsory
- F•••• C•••• P•••••• C••••• O••••••••• O••••••• F••• G• I•••pooled vehicle sponsory
- F•••• G••••• D••••••••• L•••••• F••• G• L••pooled vehicle sponsorn
- F•••• I••••••••• I•••investment adviserpooled vehicle sponsorn
- F•••• I••••••••• U•• L••investment adviserpooled vehicle sponsorn
- F•••• P•••••• D••• I•••investment adviserpooled vehicle sponsorn
- F•••• R••• E••••• U• L••••••investment adviserpooled vehicle sponsorn
- G•••••• G••••• P••• C••••••••• G• L••pooled vehicle sponsory
- G••••• E••••• L•••••••• G• L••pooled vehicle sponsorn
Advisers that list F•••• C•••• P••••••• I•• as a related person
- 113638 n
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Advisory employees · 31 to 33Sep 9, 2025 to Mar 31, 2026
- Employees · 45 to 50Sep 9, 2025 to Mar 31, 2026
- Private funds · 5 to 4Sep 9, 2025 to Mar 31, 2026
- Discretionary RAUM · $3.2B to $3.4BSep 9, 2025 to Mar 31, 2026
- Pooled vehicle RAUM · $3.2B to $3.4BSep 9, 2025 to Mar 31, 2026
- RAUM · $3.2B to $3.4BSep 9, 2025 to Mar 31, 2026
- Accounts · 19 to 23Jun 14, 2024 to Mar 31, 2025
- Advisory activities · 2 to 1Jun 14, 2024 to Mar 31, 2025
- Pooled vehicle clients · 19 to 23Jun 14, 2024 to Mar 31, 2025
- Financial planning clients · unset to Jun 14, 2024 to Mar 31, 2025
- HQ state · unset to Jun 14, 2024 to Mar 31, 2025
- Discretionary RAUM · $2.8B to $3.2BJun 14, 2024 to Mar 31, 2025
- Pooled vehicle RAUM · $2.8B to $3.2BJun 14, 2024 to Mar 31, 2025
- RAUM · $2.8B to $3.2BJun 14, 2024 to Mar 31, 2025
- Accounts · 18 to 19Jun 22, 2023 to Mar 29, 2024
- Advisory employees · 29 to 31Jun 22, 2023 to Mar 29, 2024
- Pooled vehicle clients · 18 to 19Jun 22, 2023 to Mar 29, 2024
- Employees · 40 to 45Jun 22, 2023 to Mar 29, 2024
- Private funds · 6 to 5Jun 22, 2023 to Mar 29, 2024
- Discretionary RAUM · $2.5B to $2.8BJun 22, 2023 to Mar 29, 2024
- Pooled vehicle RAUM · $2.5B to $2.8BJun 22, 2023 to Mar 29, 2024
- RAUM · $2.5B to $2.8BJun 22, 2023 to Mar 29, 2024
Signals
2 dated events
- Victorovna Dina Clements (Cco) appeared on Schedule A of F•••• C•••• P••••••• I••Apr 26, 2024 · Control person joined · fact
- F•••• C•••• P••••••• I•• filed its initial SEC registration (Form ADV)Jun 22, 2023 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- F•••• C•••• P••••••• I•• · Private Equityshared crd · organization
- F•••• C•••• P••••••• I•• · Venture Capitalshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/fiera-comox-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 514-954-6455reportedpublic record, Form ADV, Mar 31, 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