Fiera Capital
advisor20 known aliases resolved via the canonical alias map
Market position · 2024
Plans served20-3 YoYRank #864 of mapped providers
Assets under administration$20.9B0.0%Market share · rank #655
Fees received$4MMedian $138,050/planSum across Schedule C direct + indirect
Net wins YoY-31 won · 4 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Fiera Capital plan look like?
Service mix · median fees per plan
Count of plans where Fiera Capital ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Securities brokerage commissions and fees; Investment management fees paid directly by planCode 28 | 17 | $157,271 | |
Investment advisory (plan); Investment management fees paid directly by planCode 27 | 2 | $288,028 | |
Investment management fees paid directly by planCode 51 | 1 | $103,748 |
Competitor overlap
Percent of Fiera Capital's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Fiera Capital.
| Sponsor | From | Assets |
|---|---|---|
BOARD OF TRUSTEES, IATSE LOCAL 38 PENSION FUNDMI · 382848288-001 | BerganKDV | $36M |
Plans lost in 2024
Appeared last year under Fiera Capital; not this year.
| Sponsor | To | Assets |
|---|---|---|
ENGINEERS AGC PENSIONWA · 916070237-001 | Blackstone Infrastructure Partners | $199M |
SHEET METAL WORKERS LOCAL NO. 20 INDIANAPOLIS AREA, PENSION FUNDIN · 510168516-001 | The Segal Company (Midwest) | $194M |
INTL' ASSOC' MACHIN MOTOR CITY PENSMI · 386237143-001 | Comerica | $107M |
THOMPSON MACHINERY COMMERCE CORPTN · 621098634-001 | WCM Investment Management | $81M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $658,760 | 3y | - |
VALERO ENERGY CORPORATIONTX · 741828067-005 | $2.6B | 11,896 | $539,302 | 8y | - |
BOARD OF TRUSTEES AUTOMOTIVE INDUSTRIES PENSION PLANCA · 941133245-001 | $2.1B | 22,897 | $247,215 | 7y | - |
BOT OF IUOE STATIONARY ENGINEERS LOCAL 39 PENSION PLANCA · 946118939-001 | $2.0B | 10,962 | $228,893 | 6y | - |
WELLSTAR HEALTH SYSTEM, INC.GA · 581649541-003 | $1.5B | 21,242 | $714,900 | 6y | - |
BOARD OF TRUSTEES, SHEET METAL WORKERS' PENSION PLANCA · 956052257-001 | $1.4B | 11,552 | $179,988 | 9y | - |
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUNDMD · 521178032-333 | $1.3B | 5,864 | $103,748 | 7y | - |
LOCAL NO. 731, I.B. OF T., PENSION FUNDIL · 366513567-001 | $985M | 8,304 | $210,189 | 8y | - |
CEMENT MASONS PENSION TRUST FUND FOR N.CALCA · 946277669-001 | $713M | 5,907 | $114,244 | 6y | - |
BAY AREA PAINTERS & TAPERS PENSION TRUSTCA · 946276501-001 | $700M | 9,085 | $157,271 | 8y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (20)
Raw Schedule C names collapsed into Fiera Capital.
- CENKO VENDITTELLI & HAYNES PLLC
- CENKO, VENDITTELLI & HAYNES PLC
- CENKO, VENDITTELLI, HAYN
- CENKO, VENDITTELLI, HAYNES & TOKARZ
- CENSEO ADVISORS
- CENSEO ADVISORS, LLC
- FIERA CAPITAL
- FIERA CAPITAL (APEX)
- FIERA CAPITAL CORP
- FIERA CAPITAL CORPORATION
- FIERA CAPITAL INC
- FIERA CAPITAL INC.
- FIERA CAPITAL MANAGEMENT
- FIERA CAPITAL MANAGEMENT, INC
- FIERA CAPITAL MANAGEMENT, LLC
- FIERA CAPITAL, INC.
- FIERA FUND
- FIERRA CAPITAL
- FIERRA CAPITAL INC.
- FIERRA CAPITAL, INC.
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Fiera Capital's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 5.00% | 7.76% | -2.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Fiera Capital. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Fiera Capital's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Saltzman & Johnson Law Corporation | 3 | 15.0% |
| Ledbetter & Parisi LLC | 2 | 10.0% |
| Weinberg, Roger & Rosenfeld | 2 | 10.0% |
| Arnall Golden Gregory LLC | 1 | 5.0% |
| Baum Sigman Auerbach & Neuman, Ltd. | 1 | 5.0% |
| Bullivant Houser Bailey | 1 | 5.0% |
| Christensen, James & Martin | 1 | 5.0% |
| Dowd Bloch Bennett & Cervone | 1 | 5.0% |
| FOX ROTHSCHILD LLP | 1 | 5.0% |
| Koskie Minsky LLP | 1 | 5.0% |