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 Curio Investment Partners, LLC
Latest filing Jul 31, 2026
First filing on the tape Oct 28, 2022 · 9 filings
SEC status approved since Nov 29, 2022
RAUM
$195M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
1.4%
$2.8M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
17
5 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
20
reported on Schedule D
History
9 filings and snapshots on the tape
RAUM$195M as of Jul 31, 2026
Mar 24, 2023$2 then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Jul 31, 2026
Mar 24, 20230 then
Employees (5.A)17 as of Jul 31, 2026
Mar 24, 202311 then
Private funds20 as of Jul 31, 2026
Mar 24, 20231 then
RAUM +31% over the last fiscal year+45948% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Jul 31, 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
- $10.8MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +31%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, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- 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)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$190M97%
- Individuals$2.8M1.4%
- State and municipal entities$2.2M1.1%
- Charitable organizations$691,9340.4%
- Individual clients
- 14reported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 18reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.01 fund_share=0.97 institutional_share=0.02 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
4 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Curio Select, L.P. | Other Private Fund | $14.5M | 25 | Oct 28, 2022 |
| Curio - Rcpsof IV | Private Equity Fund | $5.8M | 14 | Mar 27, 2024 |
| Curio - Sfd Core Private Capital - Taxable Series | Other Private Fund | $5.4M | 5 | Mar 27, 2024 |
| Curio - Rcpsof IV - Te | Private Equity Fund | $3.3M | 6 | Mar 27, 2024 |
Owners and control persons
Schedule A and B, latest filing
- Louis Anthony Festa · Chief Operating Officercontrolsince 09/2022 · owns less than 5%
- George William Goslee · Executive Vice Presidentcontrolsince 03/2024 · owns less than 5%
- Scott Paul Keating · Executive Vice Presidentcontrolsince 09/2022 · owns less than 5%
- Kurt Krebs · Treasurer & Chief Financial Officercontrolsince 09/2022 · owns less than 5%
- Alan James Lenahan · Executive Vice Presidentcontrolsince 09/2022 · owns less than 5%
- Raymond Peter Salvator · Chief Development Officercontrolsince 09/2022 · owns less than 5%
- Andrew David Barcus · Senior Vice President, Head Of Investmentssince 03/2024 · owns less than 5%
- Francis John Labmeier · Secretarysince 09/2022 · owns less than 5%
- Patrick James Rogers · Presidentsince 03/2024 · owns less than 5%
- Trondle Julie Thomas · Chief Compliance Officersince 09/2022 · owns less than 5%
- B. Gianna Tremoulis · Assistant Secretarysince 09/2022 · owns less than 5%
Entity owners
- Feg · Memberdirect · owns 75% or more
- Argent Trust Company · Argent Is The Trustee Offund Evaluation Groupemployee Stock Ownershiptrustindirect · 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 Feg
- Fund Evaluation Group Employee Stock Ownership Trust · This Trust Owns 100% Of Fund Evaluation Group 2017, Incindirect · owns 75% or more of Fund Evaluation Group 2017, Inc.
Related persons
Schedule D 7.A
- Curio Select Gp, LLCpooled vehicle sponsorn
- Feg Investment Services, LLCinvestment adviserbanknRAUM $2.2B
- Feg Pof II LLCbankpooled vehicle sponsorn
- Feg Pof, LLCbankpooled vehicle sponsorn
- Feg Private Investors, LLCinvestment adviserbanknRAUM $1.5B
- Feginvestment adviserLP sponsoryRAUM $24B
Advisers that list Feg Curio Investment Partners, LLC as a related person
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 1 to 18Jun 6, 2025 to Mar 25, 2026
- Advisory employees · 6 to 5Jun 6, 2025 to Mar 25, 2026
- Advisory activities · 2 to 3Jun 6, 2025 to Mar 25, 2026
- Individual clients · unset to 14.0Jun 6, 2025 to Mar 25, 2026
- Employees · 14 to 17Jun 6, 2025 to Mar 25, 2026
- Private funds · 18 to 20Jun 6, 2025 to Mar 25, 2026
- Discretionary RAUM · $138M to $195MJun 6, 2025 to Mar 25, 2026
- Individual RAUM · unset to 2817021.0Jun 6, 2025 to Mar 25, 2026
- Pooled vehicle RAUM · $138M to $190MJun 6, 2025 to Mar 25, 2026
- RAUM · $138M to $195MJun 6, 2025 to Mar 25, 2026
- Financial planning clients · unset to Mar 26, 2025 to Jun 6, 2025
- Discretionary RAUM · $149M to $138MMar 26, 2025 to Jun 6, 2025
- Pooled vehicle RAUM · $149M to $138MMar 26, 2025 to Jun 6, 2025
- RAUM · $149M to $138MMar 26, 2025 to Jun 6, 2025
- Employees · 13 to 14Jul 8, 2024 to Mar 26, 2025
- Private funds · 4 to 18Jul 8, 2024 to Mar 26, 2025
- Discretionary RAUM · $14.5M to $149MJul 8, 2024 to Mar 26, 2025
- Pooled vehicle RAUM · $14.5M to $149MJul 8, 2024 to Mar 26, 2025
- RAUM · $14.5M to $149MJul 8, 2024 to Mar 26, 2025
- Related broker-dealer · true to falseJul 8, 2024 to Mar 26, 2025
- Employees · 11 to 13Aug 24, 2023 to Mar 27, 2024
- Private funds · 1 to 4Aug 24, 2023 to Mar 27, 2024
- Discretionary RAUM · $2 to $14.5MAug 24, 2023 to Mar 27, 2024
- Pooled vehicle RAUM · $2 to $14.5MAug 24, 2023 to Mar 27, 2024
- RAUM · $2 to $14.5MAug 24, 2023 to Mar 27, 2024
- Related broker-dealer · false to trueAug 24, 2023 to Mar 27, 2024
Signals
1 dated events
- Feg Curio Investment Partners, Llc filed its initial SEC registration (Form ADV)Oct 28, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- FEG Curio Investment Partners, LLC · Independent Sponsorsshared crd · capital_provider
- FEG Curio Investment Partners, LLC · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Website
- feg.com/curioreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 513-977-4400reportedpublic record, Form ADV, Jul 31, 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