FEG INVESTMENT SERVICES, LLC

RIASEC RegisteredEst. 2016
Total AUM
$2.2B
Discretionary
$2.2B
100% of AUM
Avg account
$2.2B
Accounts
1
Employees
13
Advisory reps
5

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
281516
Registered since
November 18, 2016
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

FEG Investment Services, LLC operates as an adviser and operator of pooled investment vehicles with a focus on manager-led and multi-strategy fund structures. The firm is registered with the SEC since 2016 and serves an institutional client base, providing portfolio management for pooled vehicles and the selection of other advisers. Its regulatory profile lists business activity as a CPO/CTA, and it acts as sponsor, GP or managing member for funds it advises, indicating hands-on management of fund governance, trading oversight and sub-advisory relationships. Investment activity centers on pooled vehicles where FEG combines direct portfolio management with manager selection. The firm is not an active ESG investor and charges fees on a percentage-of-AUM basis. While its reporting classifies it across several fund types — hedge funds, private equity and other pooled vehicles — the firm is not described as a standalone capital allocator; instead, it fills both operating sponsor and adviser roles for the vehicles it manages.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • ROBERT JENNINGS

    Chief Operating OfficerCRD 2263389

  • JULIE THOMAS

    Chief Compliance OfficerCRD 5835243

Contacts

3 of 3
  • GIANNA TREMOULIS

    General CounselCRD 7348202

  • PAUL KEATING

    Senior Vice PresidentCRD 6927873

  • Susan Schrader Hartanto

    Executive Vice PresidentCRD 7591006

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth