Feg Curio Investment Partners, Llc
- Regulatory AUM
- $195M
- Discretionary
- $195M
- Clients
- 15
- Avg AUM / client
- $13.0M
- Accounts
- 18
- Employees
- 17
AUM over time
Annual snapshots from Form ADV filings · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 14 | $2.8M | 1.44% |
| Pooled investment vehicles (non-investment companies) | 1 | $190M | 97.1% |
| Charitable organizations | Fewer than 5 clients | $692K | 0.35% |
| State or municipal government entities | Fewer than 5 clients | $2.2M | 1.15% |
Private funds (4)
Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $28.9M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Curio Select, L.P. | Other Private Fund | Delaware | $14.5M | 25 |
| Curio Rcpsof Iv | Private Equity Fund | Delaware | $5.8M | 14 |
| Curio Sfd Core Private Capital Taxable Series | Other Private Fund | Delaware | $5.4M | 5 |
| Curio Rcpsof Iv Te | Private Equity Fund | Delaware | $3.3M | 6 |
People (11)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Festa, Anthony, Louis | Chief Operating Officer | Sep 2022 (4y) | Less than 5% | |
| Keating, Paul, Scott | Executive Vice President | Sep 2022 (4y) | Less than 5% | |
| Krebs, Kurt | Treasurer & Chief Financial Officer | Sep 2022 (4y) | Less than 5% | |
| Labmeier, John, Francis | Secretary | Sep 2022 (4y) | Less than 5% | |
| Lenahan, James, Alan | Executive Vice President | Sep 2022 (4y) | Less than 5% | |
| Peter Raymond Salvator | Chief Development Officer | Sep 2022 (4y) | Less than 5% | |
| Thomas, Julie, Trondle | Chief Compliance Officer | Sep 2022 (4y) | Less than 5% | |
| Tremoulis, Gianna, B. | Assistant Secretary | Sep 2022 (4y) | Less than 5% | |
| Barcus, David, Andrew | Senior Vice President, Head Of Investments | Mar 2024 (2y) | Less than 5% | |
| Goslee, William, George | Executive Vice President | Mar 2024 (2y) | Less than 5% | |
| Rogers, James, Patrick | President | Mar 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Feg | Member | Sep 2022 | A | 75% or more |
| Fund Evaluation Group 2017, Inc. | Holding Company For Fund Evaluation Group, Llc. | Sep 2017 | B | ≈ 56.25% – 100% via Feg |
| 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 Offund Evaluation Groupemployee Stock Ownershiptrust | 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 Feg × 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 Feg × 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 (4, $28.9M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Curio Select, L.P. | Other Private Fund | $14.5M | $100K | 25 |
| Curio Rcpsof Iv | Private Equity Fund | $5.8M | $100K | 14 |
| Curio Sfd Core Private Capital Taxable Series | Other Private Fund | $5.4M | $100K | 5 |
| Curio Rcpsof Iv Te | Private Equity Fund | $3.3M | $100K | 6 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/25/2026 | 4.65 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $3.6M (2% of AUM) Mar 2026
- National Financial Services (Fidelity) $1.9M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗