Fiera Capital Inc. is a large advisory firm based in New York. It manages $19.41 billion of regulatory assets for 4,059 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Fiera Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Fiera Capital Inc. is $19.41 billion. The firm's AUM has grown by 90% since the beginning of its operation, and $225.79 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Fiera Capital Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, investment companies, charitable organizations, high net worth individuals, pooled investment vehicles, corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of John Valentini is high net worth individuals with 1,543 clients and $5.78 billion of assets under management. Among the 12 most similar advisory firms, Fiera Capital has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $18.9 billion for 2,570 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Fiera Capital also advises several private funds. Namely, four hedge funds, six other private funds, and one private equity fund. The minimum investment commitment required of non-related persons ranges from $1,500 to $5,000,000.
The company employs 142 people that are either part- or full-time employees. 37 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Valentini has been acting as President since 1 Mar 2016. Jonathan Edward Lewis has served as the Chief Investment Officer since 1 Nov 2015. Evangelia Kleftodimou joined the executive team most recently as the Chief Compliance Officer.
The principal office where Fiera Capital Inc. performs its advisory services is located at 375 Park Avenue, New York, NY 10152, which is also the mailing address of the firm. An additional office of the firm is in Miamisburg, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-300-1600 or by fax 212-300-1650. The normal business hours are 08:30- to 17:30 on Monday - Friday. You can find more information about the New York firm at fierausa.com.