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CRD 323497
CINCINNATI, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| CURIO SELECT, L.P. | Other Private Fund | $14.5M | Jul 8, 2024 | 25 | Oct 28, 2022 | reported | 021-486075 |
| CURIO - RCPSOF IV | Private Equity Fund | $5.8M | Jul 8, 2024 | 14 | Mar 27, 2024 | reported | 021-486075 |
| CURIO - SFD CORE PRIVATE CAPITAL - TAXABLE SERIES | Other Private Fund | $5.4M | Jul 8, 2024 | 5 | Mar 27, 2024 | reported | 021-486075 |
| CURIO - RCPSOF IV - TE | Private Equity Fund | $3.3M | Jul 8, 2024 | 6 | Mar 27, 2024 | reported | 021-486075 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARGENT TRUST COMPANY | ARGENT IS THE TRUSTEE OFFUND EVALUATION GROUPEMPLOYEE STOCK OWNERSHIPTRUST | F | yes | 09/2017 | Oct 28, 2022 | Jul 8, 2024 |
| Feg | Member | E | yes | 09/2022 | Oct 28, 2022 | Jul 8, 2024 |
| FESTA, ANTHONY, LOUIS | CHIEF OPERATING OFFICER | Na | yes | 09/2022 | Oct 28, 2022 | Jul 8, 2024 |
| FUND EVALUATION GROUP 2017, INC. | HOLDING COMPANY FOR FUND EVALUATION GROUP, LLC. | E | yes | 09/2017 | Oct 28, 2022 | Jul 8, 2024 |
| FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | THIS TRUST OWNS 100% OF FUND EVALUATION GROUP 2017, INC | E | yes | 09/2017 | Oct 28, 2022 | Jul 8, 2024 |
| GOSLEE, WILLIAM, GEORGE | EXECUTIVE VICE PRESIDENT | Na | yes | 03/2024 | Oct 28, 2022 | Jul 8, 2024 |
| KEATING, PAUL, SCOTT | EXECUTIVE VICE PRESIDENT | Na | yes | 09/2022 | Oct 28, 2022 | Jul 8, 2024 |
| KREBS, KURT | TREASURER & CHIEF FINANCIAL OFFICER | Na | yes | 09/2022 | Oct 28, 2022 | Jul 8, 2024 |
| LENAHAN, JAMES, ALAN | EXECUTIVE VICE PRESIDENT | Na | yes | 09/2022 | Oct 28, 2022 | Jul 8, 2024 |
| SALVATOR, PETER, RAYMOND | CHIEF DEVELOPMENT OFFICER | Na | yes | 09/2022 | Oct 28, 2022 | Jul 8, 2024 |
| BARCUS, DAVID, ANDREW | SENIOR VICE PRESIDENT, HEAD OF INVESTMENTS | Na | no | 03/2024 | Mar 27, 2024 | Jul 8, 2024 |
| LABMEIER, JOHN, FRANCIS | Secretary | Na | no | 09/2022 | Oct 28, 2022 | Jul 8, 2024 |
| ROGERS, JAMES, PATRICK | President | Na | no | 03/2024 | Oct 28, 2022 | Jul 8, 2024 |
| THOMAS, JULIE, TRONDLE | CHIEF COMPLIANCE OFFICER | Na | no | 09/2022 | Oct 28, 2022 | Jul 8, 2024 |
| TREMOULIS, GIANNA, B. | ASSISTANT SECRETARY | Na | no | 09/2022 | Oct 28, 2022 | Jul 8, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FUND EVALUATION GROUP, LLC | n/a | Institutional manager | $24B | Y | yes | n/a |
| FEG INVESTMENT SERVICES, LLC | n/a | Asset manager | $2.2B | N | yes | n/a |
| FEG PRIVATE INVESTORS, LLC | n/a | Asset manager | $1.5B | N | yes | n/a |
| CURIO SELECT GP, LLC | n/a | n/a | n/a | N | yes | n/a |
| FEG POF II LLC | n/a | n/a | n/a | N | yes | n/a |
| FEG POF, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 25, 2026 | $195M | $195M | 17 | 5 | 0 | 20 | n/a |
| 2024 | Mar 26, 2025 | $149M | $149M | 14 | 6 | 0 | 18 | n/a |
| 2023 | Mar 27, 2024 | $14.5M | $14.5M | 13 | 6 | 0 | 4 | $28.9M |
| 2022 | Mar 24, 2023 | $2 | $2 | 11 | 6 | 0 | 1 | $0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $195M | $149M | 31.1% | $2 | 45947.9% | 17 | 14 | 0 | 0 |