| Name | Title | Ownership | Since |
|---|---|---|---|
| Fund Evaluation Group 2017, Inc. Control | Holding Company For Fund Evaluation Group, Llc. | Over 75% | 2017 |
| Gary Richard Price Control | Director & Managing Director Of Institutional Services | Under 5% | 2005 |
| Gianna B. Tremoulis | General Counsel And Secretary | Under 5% | 2025 |
Fund Evaluation Group, LLC reports $20.6 billion in regulatory assets under management on its Form ADV.
Fund Evaluation Group, LLC reports 130 employees.
Fund Evaluation Group, LLC is based in Cincinnati, OH and has been SEC-registered since 2002.
Fund Evaluation Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 |
| Phone | 513-977-4400 |
| Fax | 513-977-4430 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $13.65B |
| Non-discretionary | $6.91B |
| Total (RAUM) | $20.57B |