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Feg Investment Services, LLC

● SEC registered since 2016CRD 281516SEC# 801-108644Cincinnati, OH
Export (members)
Ranks #1,957 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.87B
Fund GAV
$3.74B
Private funds
21
Employees
15
Accounts
1
Location
Cincinnati, OH

Feg Investment Services, LLC assets under management

Feg Investment Services, LLC is an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2016. It reports $1.9 billion in regulatory assets under management and employs 15 people. Feg Investment Services, LLC manages 21 private funds with combined gross assets of $3.7 billion, including Feg Select, LLC. By regulatory assets, it ranks 1,957 of 5,911 private fund managers.

Feg Investment Services, LLC private funds

21 funds · $3.74B GAV
FundTypeGross assetsMin.
Feg Select, LLCOther Private$1.87B$1M
Feg Select Core Plus Bond SeriesOther Private$267.4M$1M
Feg Select Structured US Equity SeriesHedge$260.6M$1M
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Feg Investment Services, LLC owners & executives

9 reported
NameTitleOwnershipSince
Fund Evaluation Group, LLC ControlMemberOver 75%2016
Gianna B. TremoulisSecretaryUnder 5%2025
Julie Trondle Thomas ControlChief Compliance OfficerUnder 5%2016
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Frequently asked questions

How much does Feg Investment Services, LLC manage?

Feg Investment Services, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many private funds does Feg Investment Services, LLC manage?

Feg Investment Services, LLC manages 21 private funds with combined gross assets of $3.7 billion.

How many employees does Feg Investment Services, LLC have?

Feg Investment Services, LLC reports 15 employees.

Where is Feg Investment Services, LLC located?

Feg Investment Services, LLC is based in Cincinnati, OH and has been SEC-registered since 2016.

Does Feg Investment Services, LLC disclose fund performance?

Feg Investment Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address201 E. Fifth St. Suite 1600, Cincinnati, OH 45202
Phone(513) 977-4400
Fax(513) 977-4430
Office hours8 a.m. - 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.87B
Non-discretionary$0
Total (RAUM)$1.87B

Service providers

Auditor
Custodian
Administrator