FEG
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 121658
- Registered since
- June 30, 2002
- Website
- www.feg.com
- Custodians
- CHARLES SCHWAB & CO., INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Charitable Organizations76.88%
- Sovereign Wealth Funds20.99%
- HNWI0.81%
- State / Municipal Government0.78%
- Pension & Profit Sharing Plans0.33%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
FEG is an institutional registered investment adviser organized as an LLC that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registered in 2002) and offers advisory services that include portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selection of other advisers. Its fee arrangements include percentage-of-AUM, fixed fees and performance-based fees. FEG is not positioned as an active ESG investor and holds industry roles beyond advisory work, including acting as a sponsor/GP or managing member of pooled investment vehicles and operating in other adviser/CPO/CTA capacities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds44%
- Private Funds27%
- Exchange Traded Equities19%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Owners & executives
3 of 4
Julie Thomas
Chief Compliance OfficerCRD 5835243
Robert Jennings
Chief Operating OfficerCRD 2263389
James Lenahan
Chief Executive OfficerCRD 5494481
Contacts
3 of 10
Alan Bergin
Senior Vice PresidentCRD 5243872
Stephen Hopkins
Senior Client AdvisorCRD 4730599
Peter Salvator
Vice PresidentCRD 2239137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$3.8B in ETFs
99%
$3.7B
1%
$22.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $1.1B | 1,456,901 | 28.99% |
Location
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 201 E 5th St
- Time zone
- ET (UTC-5)
- Office locations
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