Feg Investment Services, LLC
● SEC registered since 2016CRD 281516SEC# 801-108644Cincinnati, OH
Ranks #2,067 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.23B
Fund GAV
$4.88B
Private funds
21
Employees
13
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 $2.2 billion in regulatory assets under management and employs 13 people. Feg Investment Services, LLC manages 21 private funds with combined gross assets of $4.9 billion, including Feg Select, LLC. By regulatory assets, it ranks 2,067 of 6,004 private fund managers.
Feg Investment Services, LLC private funds
21 funds · $4.88B GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Feg Select, LLC | Other Private | $2.23B | $1M |
| Feg Select Master Public Equity Series | Other Private | $754.4M | $1M |
| Feg Select Active Global Equity Series I | Other Private | $283M | $1M |
| Feg Select Structured US Equity Series | Hedge | $276.1M | $1M |
| Feg Select Core Plus Bond Series | Other Private | $266.1M | $1M |
| Feg Select Diversifying Strategies Series | Other Private | $253.4M | $1M |
| Feg Select Structured International Equity Series | Hedge | $85.6M | $1M |
| Feg Select Core Fixed Income Series | Other Private | $80.8M | $1M |
| Feg Select Active Emerging Markets Equity Series II | Other Private | $78.9M | $1M |
| Feg Select Active Equity Series II | Other Private | $76.7M | $1M |
See all 21 funds — unlock the full record.
Join to unlock · $37/moFeg Investment Services, LLC owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fund Evaluation Group, LLC Control | Member | Over 75% | 2016 |
| Gianna B. Tremoulis | Secretary | Under 5% | 2025 |
| Julie Trondle Thomas Control | Chief Compliance Officer | Under 5% | 2016 |
| Paul Scott Keating Control | Treasurer, Chief Financial Officer, Chief Operating Officer | Under 5% | 2018 |
| Robert Daniel Jennings Control | President | Under 5% | 2016 |
| Susan Lee Schrader Hartanto | Executive Vice President | Under 5% | 2022 |
| Argent Trust Company Control | Argent Is The Trustee Of Fund Evaluation Group Employee Stock Ownership Trust, Which Owns 100% Of Fund Evaluation Group 2017,inc | — | 2017 |
| Fund Evaluation Group 2017, Inc. Control | Holding Company For Fund Evaluation Group, Llc. | Over 75% | 2017 |
| Fund Evaluation Group Employee Stock Ownership Trust Control | This Trust Owns 100% Of Fund Evaluation Group 2017, Inc. | Over 75% | 2017 |
Frequently asked questions
How much does Feg Investment Services, LLC manage?
Feg Investment Services, LLC reports $2.2 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 $4.9 billion.
How many employees does Feg Investment Services, LLC have?
Feg Investment Services, LLC reports 13 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
| Address | 201 E. Fifth St. Suite 1600, Cincinnati, OH 45202 |
| Phone | (513) 977-4400 |
| Fax | (513) 977-4430 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.23B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
AUM vs fund managersTop 34%
Larger than 66% of 6,004 private-fund managers
Number of fundsTop 11%
More funds than 89% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$2.23Bregulatory AUM
Discretionary $2.23B
Fund type mix
Other Private16
Private Equity3
Hedge2