Feg Private Investors, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.5B
- Clients
- 7
- Avg AUM / client
- $210M
- Accounts
- 7
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 7 | $1.5B | 100.0% |
Private funds (22)
View all →Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $1.2B combined gross assets
People (7)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Thomas, Julie, Trondle | Chief Compliance Officer | Nov 2015 (11y) | Less than 5% | |
| Keating, Paul, Scott | Treasurer, Chief Financial Officer, And Chief Operating Officer | Feb 2018 (9y) | Less than 5% | |
| Fasig, Susan, Elizabeth | President | Jan 2021 (6y) | Less than 5% | |
| Labmeier, John, Francis | Secretary | Jan 2021 (6y) | Less than 5% | |
| Price, Gary, Richard | Executive Vice President | Jan 2021 (6y) | Less than 5% | |
| Tremoulis, Gianna, B. | Assistant Secretary | Jan 2021 (6y) | Less than 5% | |
| Schrader Hartanto, Susan, Lee | Executive Vice President | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fund Evaluation Group, Llc | Member | Feb 2011 | A | 75% or more |
| Fund Evaluation Group 2017, Inc. | Holding Company For Fund Evaluation Group, Llc. | Sep 2017 | B | ≈ 56.25% – 100% via Fund Evaluation Group, Llc |
| Fund Evaluation Group Employee Stock Ownership Trust | This Trust Owns 100% Of Fund Evaluation Group 2017, Inc. | Sep 2017 | B | ≈ 42.19% – 100% via Fund Evaluation Group 2017, Inc. |
| Argent Trust Company | Argent Is The Trustee Of Fund Evaluation Group Employee Stock Ownership Trust | Sep 2017 | B | GP / trustee / elected manager of Fund Evaluation Group Employee Stock Ownership Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Fund Evaluation Group 2017, Inc.: 75% – 100% of Fund Evaluation Group, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Fund Evaluation Group Employee Stock Ownership Trust: 75% – 100% of Fund Evaluation Group 2017, Inc. × 75% – 100% of Fund Evaluation Group, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (22, $1.2B gross assets)
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 6.47 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗