FEG CURIO INVESTMENT PARTNERS, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 323497
- Registered since
- November 29, 2022
- Website
- www.feg.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles97.06%
- Individuals1.44%
- State / Municipal Government1.15%
- Charitable Organizations0.35%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
FEG Curio Investment Partners, LLC is a multi-strategy investment manager and fund sponsor that combines direct portfolio management for individuals and pooled vehicles with selection and oversight of third‑party managers. The firm is active across hedge fund, private equity and real estate strategies and operates trading and commodity program activities consistent with a CPO/CTA role. Its client base includes both high‑net‑worth individuals and institutional investors, and the firm charges a mix of percentage‑of‑AUM, fixed fees and performance‑based fees depending on the mandate. Investment activity is skewed toward private and pooled vehicles: the firm operates and advises multiple private funds while maintaining a smaller sleeve of exchange‑traded equities and ETFs for liquid exposure. Manager allocation interest centers on alternative managers — private equity, hedge funds, private placements and private credit — while public markets exposure appears tactical and liquidity‑focused.
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents2%
Owners & executives
3 of 5ANTHONY FESTA
Chief Operating OfficerCRD 4868456
Kurt Krebs
Chief Financial OfficerCRD 5961866
JULIE THOMAS
Chief Compliance OfficerCRD 5835243
Contacts
3 of 6DAVID BARCUS
Senior Vice PresidentCRD 7895232
WILLIAM GOSLEE
PresidentCRD 2671834
GIANNA TREMOULIS
General CounselCRD 7348202
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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