Fiera Capital (Iom) Limited is a large advisory firm based in Douglas. It manages $2.69 billion of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2018.
Fiera Capital (Iom) Limited provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and institutional clients and segregated accounts/separately management accounts. 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 (Iom) Limited is $2.69 billion, all of which is managed in discretionary accounts. The firm's AUM has gone down by -13% since the beginning of its operation, and $2.6 billion 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 (Iom) Limited for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Fiera Capital (Iom) Limited is pooled investment vehicles with 3 clients and $1.84 billion of assets under management. Among the 9 most similar advisory firms, Fiera Capital (Iom) Limited has the 4th highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.84 billion for 3 clients. 94% of the firm’s clients are foreign persons or businesses.
Fiera Capital (Iom) Limited also advises several private funds. Namely, two hedge funds. The minimum investment commitment required of non-related persons is $100,000 for each fund.
The company employs 74 people that are either part- or full-time employees. 41 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone 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 receive compensation from other entities for client referrals.
The principal office where Fiera Capital (Iom) Limited performs its advisory services is located at St Mary's Court, Douglas, Im1 1 Eu, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 44 1624 640200 or by fax 44 1624 614474. The normal business hours are 09.00 - 17.30 hrs on Monday - Friday. You can find more information about the New York firm at fieracapital.com.