FIERA COMOX PARTNERS INC
Adviser information for FIERA COMOX PARTNERS INC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Canada |
Employees
| Total Number of Employees | 45 |
|---|---|
| Investment Advisory/Research | 31 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 19 | $2.8B |
| Non-Discretionary | 0 | $0 |
| Total | 19 | $2.8B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 19 | $2.8B |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 74 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128385 |
|---|---|
| SEC ERA File Number | 801-128385 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323679 |
| Legal Entity Identifier | None |
Principal Office
1981 MCGILL COLLEGE AVENUESUITE 1500
MONTREAL, QUEBEC
Canada
Monday - Friday, 9:00 AM - 6:00 PM
Tel: 514-954-6455, Fax: 514-954-9692
Chief Compliance Officer
FR�D�RIC DESPARS
PARTNER & COO
1981 MCGILL COLLEGE AVENUE
SUITE 1500
MONTREAL, QUEBEC
Canada
Tel:
514-954-6455
F*******@*************M
(Full email address available in API data)
Industry Affiliates
| CLEARWATER CAPITAL PARTNERS | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FIERA CAPITAL (UK) LIMITED | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FIERA CAPITAL CORPORATION | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FIERA CAPITAL INC. | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
| FIERA COMOX GLOBAL AGRICULTURE OPEN-END FUND (U.S. II) GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| FIERA COMOX GLOBAL AGRICULTURE OPEN-END FUND (U.S.) GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| FIERA COMOX GLOBAL AGRICULTURE OPEN-END FUND GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| FIERA COMOX GLOBAL SUSTAINABLE TIMBERLAND FUND (U.S.) GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| FIERA COMOX GLOBAL SUSTAINABLE TIMBERLAND FUND GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| FIERA COMOX PRIVATE CREDIT OPPORTUNITIES OPEN-END FUND (INTERNATIONAL) GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| FIERA COMOX PRIVATE CREDIT OPPORTUNITIES OPEN-END FUND GP INC. | Sponsor, GP, manager of pooled investment vehicles |
| FIERA GLOBAL DIVERSIFIED LENDING FUND GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| FIERA INFRASTRUCTURE INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| FIERA INFRASTRUCTURE US, LLC | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| FIERA PRIVATE DEBT INC. | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| FIERA REAL ESTATE UK LIMITED | Other investment adviser, including financial plannersSponsor, GP, manager of pooled investment vehicles |
| GLACIER GOLDEN PEAR CO-INVESTMENT GP LLC | Sponsor, GP, manager of pooled investment vehicles |
| GLOBAL EQUITY LONG-ONLY GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| FIERA COMOX GLOBAL AGRICULTURE OPEN-END FUND L.P. | Private Equity Fund | $1,685.4M | $5.0M | 53 |
| FIERA COMOX GLOBAL SUSTAINABLE TIMBERLAND FUND L.P. | Private Equity Fund | $28.0M | $5.0M | 5 |
| FIERA COMOX PRIVATE CREDIT OPPORTUNITIES OPEN-END FUND L.P. | DEBT FUND | $564.9M | $5.0M | 28 |
| GLACIER GENESIS LP | Private Equity Fund | $8.0M | $0.0M | 2 |
| GLACIER GOLDEN PEAR CO-INVESTMENT, LP | Private Equity Fund | $22.9M | $0.0M | 12 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FIERA CAPITAL CORPORATION | Foreign Entity | – | SHAREHOLDER | 11/2016 | 50-75% |
| BRADLEY PARK HOLDINGS INC. | Foreign Entity | COMOX EQUITY PARTNERS INC. | SHAREHOLDER | 11/2016 | 50-75% |
| COMOX EQUITY PARTNERS INC. | Foreign Entity | – | SHAREHOLDER | 11/2016 | 25-50% |
| MCLERNON, ANTOINE, BISSON | Individual | – | PARTNER & CEO | 11/2016 | < 5% |
| DESPARS, FREDERIC, (NMN) | Individual | – | PARTNER & COO & CCO | 11/2016 | < 5% |
| MCLERNON, ANTOINE, BISSON | Individual | BRADLEY PARK HOLDINGS INC. | SHAREHOLDER | 10/2016 | > 75% |
| DESJARDINS, JEAN-GUY | Individual | – | DIRECTOR | 11/2016 | < 5% |
| VALENTINI, JOHN, (NMN) | Individual | – | DIRECTOR | 11/2016 | < 5% |
| DESJARDINS, MARC-ANDRE | Individual | – | DIRECTOR | 06/2019 | < 5% |
| ZWEIG, JEFF, (NMN) | Individual | – | PARTNER, VICE CHAIR, HEAD OF NATURAL CAPITAL | 09/2022 | < 5% |