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⚲
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| FEG Investment Services LLC
✚
| |
|---|---|
| CRD # | 281516 |
| SEC # | 801-108644 |
| CIK # | |
| AUM | $1.9 BB (2024-03-28) |
| Employees | 15 (33% Investors, 0% Brokers) |
| Phone | 513-977-4400 |
| Address | 201 E Fifth St Suite 1600 Cincinnati, OH 45202 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | FEG Select Active Equity Series I | [2023-03-27] | 2,933.8 | 47.2 |
| Other | FEG Select Active Emerging Markets Equity Series II | [2022-03-28] | 2,933.8 | 66.2 |
| Other | FEG Select Diversifying Strategies Series | [2022-03-28] | 2,933.8 | 187.0 |
| PE | FEG Select Private Equity Series - TG XIV | [2022-03-28] | 2,933.8 | 29.3 |
| Other | FEG Select SCGE Series | [2022-03-28] | 2,933.8 | 37.4 |
| Other | FEG Select Active Emerging Markets Equity Series I | [2021-03-24] | 2,933.8 | 171.8 |
| Other | FEG Select Biotech Series I | [2021-03-24] | 2,933.8 | 44.2 |
| HF | FEG Select Global REIT Series I | [2021-03-24] | 2,933.8 | 16.2 |
| PE | FEG Select Private Equity Series - TG XII | [2021-03-24] | 2,933.8 | 30.1 |
| Other | FEG Select Active Global Equity Series II | [2020-03-30] | 2,933.8 | 66.5 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 1.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 1.9 |
| By Discretionary | ||
| Discretionary | 1 | 1.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 1.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.9 | |
| Total | 1 | 1.9 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 | |
|---|---|---|---|---|
| Fund Evaluation Group LLC | 12 | |||
| Mary Bascom | 13 | |||
| Scott Harsh | 10 | |||
| Julie Thomas | 9 | |||
| Paul Keating | 6 | |||
| Kyndal Marks | 3 | |||
| Susan Schrader | 1 | |||
| FEG Investment Services LLC | 1 | |||
| Robert Jennings III | 1 | |||
| Rebecca Wood | 1 | |||
| View All | ||||
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Fund Evaluation Group LLC
✚
|
OH | 19.8 |
|
FEG Investment Services LLC
✚
|
OH | 1.9 |
|
FEG Private Investors LLC
✚
|
OH | 1.2 |
|
FEG Investors LLC
✚
|
OH | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Conversant Capital LLC
✚
|
NJ | 1.9 |
|
Tensile Capital Management LP
✚
|
CA | 1.9 |
|
Glouston Capital Partners LLC
✚
|
MA | 1.9 |
|
Advent Global Opportunities Management LLC
✚
|
MA | 1.8 |
|
P Schoenfeld Asset Management LP
✚
|
NY | 1.8 |
|
Hollis Park Partners LP
✚
|
NY | 1.8 |
|
Owl Creek Asset Management LP
✚
|
NY | 1.8 |
|
Hill City Capital LP
✚
|
MA | 1.8 |
|
Sycamore Tree Capital Partners LP
✚
|
TX | 1.8 |
|
Wexford Capital LP
✚
|
FL | 1.7 |