Investment adviser · CRD 113638

FIERA CAPITAL INC.

Investment adviser filing (IA)

NEW YORK, NY, United States · Form ADV filed Aug 21, 2026

Regulatory AUM: $17.3B
Client accounts: 4,643
Employees: 95
Advisory professionals: 37

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	3,087	$5,659,291,426	32.8%
Corporations & businesses	438	$4,008,319,749	23.2%
Government entities	18	$2,927,157,963	16.9%
Pooled investment vehicles	23	$2,534,125,229	14.7%
Retirement plans	67	$837,021,875	4.8%
Charities	98	$530,422,653	3.1%
Investment companies	3	$351,639,180	2.0%
Individuals	509	$249,602,964	1.4%
Other clients	400	$177,921,632	1.0%

Filing source

Form ADV 2127378 · Aug 21, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

37 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

FIERA DIVERSIFIED REAL ASSETS FUND SCSPOther Private Fund · Last reported May 15, 2023$106MGross asset value

Fund administrator SS&C (LUXEMBOURG) SAR LUXEMBOURG CITY, Luxembourg Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG LUXEMBOURG CITY, Luxembourg

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

ERNST & YOUNG
PCAOB 1367

Fund details & source

Fund ID: 805-3678039724
Reported beneficial owners: 2
Minimum commitment: $6.05M

Form ADV 1762029 · May 15, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FIERA PRIVATE INVESTMENT II FUNDOther Private Fund · Last reported May 15, 2023$95.6MGross asset value

Fund administrator STATE STREET TRUST COMPANY CANADA/STATE STREET FUND SERVICES TORONTO MONTREAL, Canada Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP TORONTO, Canada

Custodian STATE STREET TRUST COMPANY CANADA MONTREAL, Canada Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 271

Fund details & source

Fund ID: 805-6648586583
Reported beneficial owners: 398
Minimum commitment: $0

Form ADV 1762029 · May 15, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SERIES D - STEIPS REAL INCOME SERIESHedge Fund · Last reported Jan 7, 2021$92.6MGross asset value

Form D fundraising filings

TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SER D

Fund administrator UMB FUND SERVICES, INC. CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP MILWAUKEE, Wisconsin, United States

Custodian CITIGROUP PRIVATE BANK NEW YORK, New York, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

Fund details & source

Fund ID: 805-5163454001
Reported beneficial owners: 116
Minimum commitment: $250K
Form D file number: 021-120180

Form ADV 1478354 · Jan 7, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TAX EFFICIENT INFLATION PROTECTION STRATEGY LLC SERIES D - STEIPS REAL INCOME SERIESOther Private Fund · Last reported Dec 14, 2015$87.2MGross asset value

Fund administrator EISNER AMPER FUND SERVICES LLC NEW YORK, New York, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor ERNST & YOUNG CAMANA BAY, GRAND CAYMAN, Cayman Islands

Custodian CITIGROUP PRIVATE BANK NEW YORK, New York, United States Related to adviser: No

Marketer PATRICK CAPITAL MARKETS, LLC LAFAYETTE HILL, Pennsylvania, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: Yes

PATRICK CAPITAL MARKETS, LLC
CRD 16518 · SEC 8-34099

Fund details & source

Fund ID: 805-4883757018
Reported beneficial owners: 99
Minimum commitment: $250K
Form D file number: 021-120180

Form ADV 962259 · Dec 14, 2015 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

FIERA REAL ESTATE CORE MORTGAGE FUNDOther Private Fund · Last reported May 15, 2023$47.5MGross asset value

Fund administrator STATE STREET TRUST COMPANY CANADA/ STATE STREET FUND SERVICES TORONTO MONTREAL, Canada Investor statements: No (provided to no investors) Related to adviser: No

Auditor PRICEWATERHOUSECOOPERS LLP TORONTO, Canada

Custodian STATE STREET TRUST COMPANY CANADA MONTREAL, Canada Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

PRICEWATERHOUSECOOPERS LLP
PCAOB 271

Fund details & source

Fund ID: 805-9635156687
Reported beneficial owners: 7
Minimum commitment: $0

Form ADV 1762029 · May 15, 2023 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

SELECT OPPORTUNITIES FUND LPHedge Fund · Last reported Mar 22, 2021$40.7MGross asset value

Form D fundraising filings

Select Opportunities Fund LP

Feeder funds

SELECT OPPORTUNITIES OFFSHORE FUND LTD.

Fund administrator UMB FUND SERVICES, INC. CHADDS FORD, Pennsylvania, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor DELOITTE & TOUCHE LLP MILWAUKEE, Wisconsin, United States

Custodian UMB BANK, N.A. KANSAS CITY, Missouri, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

DELOITTE & TOUCHE LLP
PCAOB 34

UMB BANK, N.A.
LEI VNOO6EITDJ2YUEBMSZ83

Fund details & source

Fund ID: 805-6380854329
Reported beneficial owners: 5
Minimum commitment: $5M
Form D file number: 021-283574
Form D file number: 021-285782

Form ADV 1493171 · Mar 22, 2021 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

THE OMIGSA MULTI-STRATEGY FUNDHedge Fund · Last reported Sep 19, 2016$33.9MGross asset value

Fund administrator STATE STREET FUND SERVICES (IRELAND) LIMITED DUBLIN 2, Ireland Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor KPMG DUBLIN, Ireland

Custodian STATE STREET CUSTODIAL SERVICES (IRELAND) LIMITED DUBLIN 2, Ireland Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-4885833432
Reported beneficial owners: 1
Minimum commitment: $150K

Form ADV 1037521 · Sep 19, 2016 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Aug 21, 2026. View historical filings

Reported services

Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

477 MADISON AVENUE, SUITE 720
NEW YORK, NY, 10022, United States

CRD 113638

Filing source

Form ADV 2127378 · Aug 21, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.