FEG Curio Investment Partners, LLC

RIASEC RegisteredEst. 2022

Total AUM

$195M

Discretionary

$195M

100% of AUM

Avg account

$10.8M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

FEG Curio Investment Partners, LLC is an SEC‑registered investment manager structured as a limited liability company and registered in 2022. The firm operates as a multifaceted fund manager, combining roles across hedge funds, private equity, real estate and other pooled vehicles. Its client base includes both individual and family investors as well as institutional clients. Fee arrangements vary by engagement and include AUM‑based fees, fixed fees and performance‑based compensation. The firm performs portfolio management for individual and pooled vehicles, selects other advisers, and functions in commodity pool operator/commodity trading advisor (CPO/CTA) capacities. It does not identify as an active ESG investor.