FEG INVESTMENT SERVICES, LLC
Firm details
- Headquarters
- CINCINNATI, Ohio
- CRD number
- 281516
- Registered since
- November 18, 2016
- Website
- www.feg.com
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ROBERT JENNINGS
Chief Operating OfficerCRD 2263389
JULIE THOMAS
Chief Compliance OfficerCRD 5835243
Contacts
3 of 3GIANNA TREMOULIS
General CounselCRD 7348202
PAUL KEATING
Senior Vice PresidentCRD 6927873
Susan Schrader Hartanto
Executive Vice PresidentCRD 7591006
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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