FIERA COMOX PARTNERS INC other names

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Adviser Profile

As of Date:

06/14/2024

Adviser Type:

- Large advisory firm
- Outside the United States


Number of Employees:

45

of those in investment advisory functions:

31


Registration:

SEC, Approved, 7/24/2023

Other registrations (2)
Former registrations

FIERA COMOX PARTNERS INC

AUM:

2,764,853,435

of that, discretionary:

2,764,853,435

Private Fund GAV:

2,309,249,616 14.66%

Avg Account Size:

145,518,602


SMA’s:

NO

Private Funds:

5

Contact Info

514 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
1 1 1 1

Recent News



Private Funds Structure

Fund Type Count GAV
Private Equity Fund 4 $1,744,329,020
Other Private Fund 1 $564,920,596

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Private Funds



Employees




Brochure Summary

Overview

A. Description of Firm Fiera Comox Partners Inc. is organized as a corporation under the laws of Canada. Our principal place of business is in Montreal, Quebec, Canada. We have been providing investment advisory services since June 30, 2017. We are 60.4% owned by Fiera Capital Corporation, a publicly listed investment management firm, and 39.6% owned by Comox Equity Partners Inc. Comox Equity Partners Inc. is controlled by Bradley Park Holdings Inc, a corporation controlled by Antoine Bisson McLernon. B. Description of Advisory Services Fiera Comox provides discretionary investment advisory services to private pooled investment vehicles, the securities of which are offered to investors on a private placement basis (each, a “Fund” and collectively, the “Funds”) described below, which we manage in accordance with the relevant limited partnership agreement, investment management agreement, offering memorandum, and/or other applicable Fund documentation (collectively, “Offering Documents”). Each Fund is structured as a limited partnership in which investors acquire limited partnership interests or units. Fiera Comox has entered into a management services agreement with the Funds and their respective general partners pursuant to which Fiera Comox is providing investment advisory services to (i) the Fiera Comox Global Agriculture Open-End Fund L.P., a Canadian limited partnership (the “Agriculture Master Fund”) and its related feeder vehicles (collectively with the Agriculture Master Fund, the “Agriculture Fund”), (ii) the Fiera Comox Global Private Equity Fund I L.P. a Canadian limited partnership (the “Private Equity Master Fund”), and its related feeder and co-investment vehicles (collectively with the Private Equity Master Fund, the “Private Equity Fund”), (iii) the Fiera Comox Private Credit Opportunities Open-End Fund L.P., a Canadian limited partnership (the “Private Credit Master Fund”) and its related feeder vehicles (collectively with the Private Credit Master Fund, the “Private Credit Fund”), and (iv) the Fiera Comox Global Sustainable Timberland Fund L.P., a Canadian limited partnership (the “Timberland Master Fund”) and its related feeder vehicles (collectively with the Timberland Master Fund, the “Timberland Fund”). As used herein, the term “client” generally refers to each Fund. The Funds, limited partnerships formed under Ontario (Canada) and Delaware law, are not registered under the Investment Company Act of 1940, as amended (the “Company Act”) in reliance on Section 3(c)(1) or 3(c)(7) thereof. Furthermore, investment interests are not registered under the Securities Act of 1933, as amended (the “Securities Act”), in reliance on Section 4(2) and Regulation D, promulgated thereunder. An investment in a Fund is available only by way of private placement to institutional investors and other sophisticated, high-net-worth investors, who meet the eligibility requirements of the applicable Fund set forth in its Offering Documents. C. Description of Investment Strategies The Firm offers investors in the Funds four private investment
strategies in agriculture, timberland, private equity and private credit as follows: Agriculture Fund The Agriculture Fund is focused on building a global diversified portfolio of agriculture assets and invests in a portfolio of companies and businesses owning and operating agricultural land and rural producing assets primarily in the United States, Australia, New Zealand, and Canada (the “Agriculture Fiera Comox Partners, Inc. 2A Brochure Supplement 5 | P a g e Targeted Geographies"). The Agriculture Fund targets high-quality farmland assets with a history of production in stable geographies and seeks to develop a portfolio of farm investments diversified across geographies and commodities. Timberland Fund The Timberland Fund is focused on building a well-diversified portfolio of timberland assets primarily in North America, Western Europe, Scandinavia, Australia, and New Zealand (the “Timberland Targeted Geographies" and together with the Agriculture Targeted Geographies, the “Targeted Geographies”). The Timberland Fund is targeting investments in high quality assets with a history of production in stable and developed countries. Private Equity Fund The Private Equity Fund consists of a diversified portfolio of global corporate private equity investments and seeks to invest in cash flow generative companies, through a combination of investment channels including direct investments, co-investments, secondaries and primary fund investments. The Private Equity Fund is currently not offered to U.S. investors. Private Credit Fund The Private Credit Fund is focused on senior private credit opportunities and mezzanine instruments. Please refer to Item 8: Methods of Analysis, Investment Strategies and Risk of Loss below for additional disclosures related to these Funds. D. Availability of Customized Services for Individual Clients Any restrictions on investments are set forth in each respective Fund’s Offering Documents. The Firm does not tailor its investment advice to individual investors in each Fund that it manages. As such, investors cannot impose restrictions on the types of investments made through the Funds. Subject to applicable law and the relevant Fund’s Offering Documents, the general partners of the Funds have entered into side letter arrangements with certain investors that have the effect of altering or supplementing the terms of such investors’ investments in the Fund, including, without limitation, waivers or reductions of fees, access to portfolio information, rights to be excluded from certain investments, co-investment opportunities, transfers of interest in the Funds, taxation matters and other similar matters relating to their investment in the Funds. E. Wrap Fee Programs Fiera Comox does not participate in any wrap fee programs. F. Assets Under Management As of December 31, 2023, we had approximately US$2.8 billion in discretionary assets under management. Fiera Comox does not manage any assets on a non-discretionary basis. Fiera Comox Partners, Inc. 2A Brochure Supplement 6 | P a g e