DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Feg Private Investors, LLC
Latest filing Mar 20, 2026
First filing on the tape Mar 29, 2012 · 33 filings
SEC status approved since Apr 8, 2011
RAUM
$1.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
24
16 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
27
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$1.5B as of Mar 20, 2026
Mar 29, 2012$61.7M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Mar 22, 20139 then
Employees (5.A)24 as of Mar 20, 2026
Mar 22, 201310 then
Private funds27 as of Mar 20, 2026
Mar 29, 20121 then
RAUM -0.2% over the last fiscal year+6.3% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $210MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- -0.2%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $1.5B, 7 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- an independent public accountant performs a surprise examination (9.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$1.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $1.5B for 7 clientsreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
23 reported on Schedule D 7.B.(1)
Owners and control persons
Schedule A and B, latest filing
- Elizabeth Susan Fasig · Presidentcontrolsince 01/2021 · owns less than 5%
- Scott Paul Keating · Treasurer, Chief Financial Officer, And Chief Operating Officercontrolsince 02/2018 · owns less than 5%
- Richard Gary Price · Executive Vice Presidentcontrolsince 01/2021 · owns less than 5%
- Lee Susan Schrader Hartanto · Executive Vice Presidentcontrolsince 01/2024 · owns less than 5%
- Trondle Julie Thomas · Chief Compliance Officercontrolsince 11/2015 · owns less than 5%
- Francis John Labmeier · Secretarysince 01/2021 · owns less than 5%
- B. Gianna Tremoulis · Assistant Secretarysince 01/2021 · owns less than 5%
Entity owners
- Fund Evaluation Group, LLC · Memberdirect · owns 75% or more
- Argent Trust Company · Argent Is The Trustee Of Fund Evaluation Group Employee Stock Ownership Trustindirect · owns F of Fund Evaluation Group Employee Stock Ownership Trust
- Fund Evaluation Group 2017, Inc. · Holding Company For Fund Evaluation Group, LLC.indirect · owns 75% or more of Fund Evaluation Group, LLC
- Fund Evaluation Group Employee Stock Ownership Trust · This Trust Owns 100% Of Fund Evaluation Group 2017, Inc.indirect · owns 75% or more of Fund Evaluation Group 2017, Inc.
Related persons
Schedule D 7.A
- Curio Select Gp, LLCbankpooled vehicle sponsorn
- Feg Curio Investment Partners, LLCinvestment adviserbankpooled vehicle sponsornRAUM $195M
- Feg Investment Services, LLCinvestment adviserbankpooled vehicle sponsornRAUM $2.2B
- Feg Pof II, LLCbankpooled vehicle sponsorn
- Feg Pof, LLCbankpooled vehicle sponsorn
- Feginvestment adviserLP sponsoryRAUM $24B
Advisers that list Feg Private Investors, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
- Indianapolis, IN3 employees
- Dallas, TX1 employees
What changed
consecutive filings, newest first
- Assets in custody · $1.5B to $1.5BMay 13, 2025 to Mar 20, 2026
- Discretionary RAUM · $1.5B to $1.5BMay 13, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $1.5B to $1.5BMay 13, 2025 to Mar 20, 2026
- RAUM · $1.5B to $1.5BMay 13, 2025 to Mar 20, 2026
- Financial planning clients · unset to Mar 18, 2025 to May 13, 2025
- Discretionary RAUM · $1.5B to $1.5BMar 18, 2025 to May 13, 2025
- Pooled vehicle RAUM · $1.5B to $1.5BMar 18, 2025 to May 13, 2025
- RAUM · $1.5B to $1.5BMar 18, 2025 to May 13, 2025
- Accounts · 6 to 7Mar 27, 2024 to Mar 18, 2025
- Advisory employees · 12 to 16Mar 27, 2024 to Mar 18, 2025
- Pooled vehicle clients · 6 to 7Mar 27, 2024 to Mar 18, 2025
- Assets in custody · $1.2B to $1.5BMar 27, 2024 to Mar 18, 2025
- Employees · 21 to 24Mar 27, 2024 to Mar 18, 2025
- Private funds · 22 to 27Mar 27, 2024 to Mar 18, 2025
- Discretionary RAUM · $1.2B to $1.5BMar 27, 2024 to Mar 18, 2025
- Pooled vehicle RAUM · $1.2B to $1.5BMar 27, 2024 to Mar 18, 2025
- RAUM · $1.2B to $1.5BMar 27, 2024 to Mar 18, 2025
- Assets in custody · $1.2B to $1.2BMar 27, 2023 to Mar 27, 2024
- Employees · 20 to 21Mar 27, 2023 to Mar 27, 2024
- Discretionary RAUM · $1.2B to $1.2BMar 27, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $1.2B to $1.2BMar 27, 2023 to Mar 27, 2024
- RAUM · $1.2B to $1.2BMar 27, 2023 to Mar 27, 2024
- Accounts · 5 to 6Mar 25, 2022 to Mar 27, 2023
- Pooled vehicle clients · 5 to 6Mar 25, 2022 to Mar 27, 2023
- Assets in custody · $1.1B to $1.2BMar 25, 2022 to Mar 27, 2023
- Employees · 21 to 20Mar 25, 2022 to Mar 27, 2023
- Private funds · 16 to 22Mar 25, 2022 to Mar 27, 2023
- Discretionary RAUM · $1.1B to $1.2BMar 25, 2022 to Mar 27, 2023
- Pooled vehicle RAUM · $1.1B to $1.2BMar 25, 2022 to Mar 27, 2023
- RAUM · $1.1B to $1.2BMar 25, 2022 to Mar 27, 2023
- Advisory employees · 13 to 12Jul 1, 2021 to Mar 25, 2022
- Assets in custody · $857M to $1.1BJul 1, 2021 to Mar 25, 2022
- Discretionary RAUM · $857M to $1.1BJul 1, 2021 to Mar 25, 2022
- Pooled vehicle RAUM · $857M to $1.1BJul 1, 2021 to Mar 25, 2022
- RAUM · $857M to $1.1BJul 1, 2021 to Mar 25, 2022
- Accounts · 4 to 5Mar 25, 2020 to Mar 9, 2021
- Pooled vehicle clients · 4 to 5Mar 25, 2020 to Mar 9, 2021
- Assets in custody · $706M to $857MMar 25, 2020 to Mar 9, 2021
- Other offices · 1 to 2Mar 25, 2020 to Mar 9, 2021
- Private funds · 12 to 16Mar 25, 2020 to Mar 9, 2021
Signals
7 dated events
- Lee Susan Schrader Hartanto (Executive Vice President) appeared on Schedule A of Feg Private Investors, LlcMar 27, 2024 · Control person joined · fact
- Kyndal Michel Marks (Treasurer And Chief Financial Officer) no longer on Schedule A of Feg Private Investors, Llc (listed 2022-03-25, absent 2023-03-27)Mar 27, 2023 · Control person left · inference
- Thayer Mary Bascom (Treasurer And Chief Financial Officer) no longer on Schedule A of Feg Private Investors, Llc (listed 2020-03-25, absent 2021-03-09)Mar 9, 2021 · Control person left · inference
- Daniel Robert Jennings (Executive Vice President) no longer on Schedule A of Feg Private Investors, Llc (listed 2020-03-25, absent 2021-03-09)Mar 9, 2021 · Control person left · inference
- Kyndal Michel Marks (Treasurer And Chief Financial Officer) appeared on Schedule A of Feg Private Investors, LlcMar 9, 2021 · Control person joined · fact
- Daniel Robert Jennings (Executive Vice President) appeared on Schedule A of Feg Private Investors, LlcMar 25, 2020 · Control person joined · fact
- Brian Scott Harsh (Executive Vice President) no longer on Schedule A of Feg Private Investors, Llc (listed 2018-03-27, absent 2019-03-27)Mar 27, 2019 · Control person left · inference
Across DFX
shared identifiers only, never a name match
- FEG Private Investors, LLC · Independent Sponsorsshared crd · capital_provider
- FEG Private Investors, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Principal office phone
- 513-977-4400reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Feg Private Investors, LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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