Fiera Capital Inc.
Firm details
- Headquarters
- New York, New York
- CRD number
- 113638
- Registered since
- December 22, 1972
- Website
- www.fieracapital.com
- Custodians
- BROWN BROTHERS HARRIMAN INVESTMENTS, LLC, STATE STREET BANK AND TRUST COMPANY, GOLDMAN SACHS & CO. LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI32.76%
- Corporations / Businesses23.2%
- State / Municipal Government16.94%
- Pooled Investment Vehicles14.67%
- Pension & Profit Sharing Plans4.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Fiera Capital Inc. operates as a corporate investment manager that serves both individual/family clients and institutional accounts. The firm is classified in filings as a real estate fund manager and an alternative fund provider and lists commodity pool operator/commodity trading adviser (CPO/CTA) activity among its business lines. Service offerings cover portfolio management across individuals, pooled vehicles and investment companies, plus selection of other advisers. Compensation is primarily a percentage-of-assets-under-management fee schedule. The firm also identifies itself as an active ESG investor and reports affiliations that include acting as sponsor, general partner or managing member of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- State & Local Bonds29%
- US Government Bonds3%
- Investment Grade Corp Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Laura Pentimone
Chief Compliance OfficerCRD 2973762

Eric Roberts
CEOCRD 4878508
Contacts
3 of 9Shaun Johnson
Vice PresidentCRD 6892774

Eric Stroiman
Institutional Portfolio ManagerCRD 6530626

Stephen Mcshea
General CounselCRD 5729771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 477 Madison Ave
- Time zone
- ET (UTC-5)
- Office locations
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