FEG PRIVATE INVESTORS, LLC
CRD #156458 SEC #801-72258 CINCINNATI, OH 513-977-4400
SEC Registered Private Funds
Total AUM
$1.5B
Discretionary
$1.5B
Employees
24
Clients
--
Accounts
7
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 13, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BASCOM, MARY, THAYER | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BERLIN, KEITH, BRYAN | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| BUSKEN, CHRISTIAN, SEELY | I | MEMBER | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | PRESIDENT | NA | Control |
| FASIG, SUSAN, ELIZABETH | I | PRESIDENT | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| FESTA, ANTHONY, LOUIS | I | CHIEF OPERATING OFFICER | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| HARSH, SCOTT, BRIAN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| JENNINGS, ROBERT, DANIEL | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| JENNINGS, ROBERT, DANIEL | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| JENNINGS, ROBERT, DANIEL | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| JENNINGS, ROBERT, DANIEL | I | DIRECTOR OF CLIENT SERVICES | NA | Control |
| JENNINGS, ROBERT, DANIEL | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| JENNINGS, ROBERT, DANIEL | I | ASSISTANT SECRETARY | NA | |
| JENNINGS, ROBERT, DANIEL | I | ASSISTANT SECRETARY | NA | |
| KEATING, PAUL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | TREASURER, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | TREASURER, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | TREASURER, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER | NA | Control |
| KEATING, PAUL, SCOTT | I | TREASURER, CHIEF FINANCIAL OFFICER, AND CHIEF OPERATING OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| KIEFER-GOLDENBERG, MAUREEN, KIM | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL AND ACTING CHIEF COMPLIANCE OFFICER | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | GENERAL COUNSEL | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| LABMEIER, JOHN, FRANCIS | I | SECRETARY | NA | |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MEYER, CHRISTOPHER, MARTIN | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| MICHEL MARKS, KYNDAL | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| MICHEL MARKS, KYNDAL | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| MICHEL MARKS, KYNDAL | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| MICHEL MARKS, KYNDAL | I | TREASURER AND CHIEF FINANCIAL OFFICER | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| PRICE, GARY, RICHARD | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Schrader Hartanto, Susan, Lee | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Schrader Hartanto, Susan, Lee | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| Schrader Hartanto, Susan, Lee | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| THOMAS, JULIE, TRONDLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TREMOULIS, GIANNA, B. | I | ASSISTANT SECRETARY | NA | |
| TREMOULIS, GIANNA, B. | I | ASSISTANT SECRETARY | NA | |
| TREMOULIS, GIANNA, B. | I | ASSISTANT SECRETARY | NA | |
| TREMOULIS, GIANNA, B. | I | ASSISTANT SECRETARY | NA | |
| TREMOULIS, GIANNA, B. | I | ASSISTANT SECRETARY | NA | |
| TREMOULIS, GIANNA, B. | I | ASSISTANT SECRETARY | NA | |
| TREMOULIS, GIANNA, B. | I | SECRETARY | NA | |
| TREMOULIS, GIANNA, B. | I | SECRETARY | NA | |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | MEMBER | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| WERNER, NATHAN, CHRISTOPHER | I | PRESIDENT | NA | Control |
| WHEELER, RYAN, SCOTT | I | DIRECTOR OF OPERATIONS | NA | Control |
| WHEELER, RYAN, SCOTT | I | DIRECTOR OF OPERATIONS | NA | Control |
| WHEELER, RYAN, SCOTT | I | DIRECTOR OF OPERATIONS | NA | Control |
| WHEELER, RYAN, SCOTT | I | DIRECTOR OF OPERATIONS | NA | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FUND EVALUATION GROUP, LLC | DE | MEMBER | E | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
| FASIG, SUSAN, ELIZABETH | I | EXECUTIVE VICE PRESIDENT AND MEMBER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | F | Control |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP 2017, INC. | E | |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP 2017, INC. | E | |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP 2017, INC. | E | Control |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP 2017, INC. | E | |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP 2017, INC. | E | Control |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP 2017, INC. | E | Control |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP 2017, INC. | E | Control |
| ARGENT TRUST COMPANY | DE | FUND EVALUATION GROUP 2017, INC. | E | Control |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | Control |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | Control |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | Control |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | Control |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | Control |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | Control |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | Control |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | Control |
| FUND EVALUATION GROUP 2017, INC. | DE | FUND EVALUATION GROUP, LLC | E | Control |
| FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | DE | FUND EVALUATION GROUP 2017, INC. | E | Control |
| FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | DE | FUND EVALUATION GROUP 2017, INC. | E | Control |
| FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | DE | FUND EVALUATION GROUP 2017, INC. | E | Control |
| FUND EVALUATION GROUP EMPLOYEE STOCK OWNERSHIP TRUST | DE | FUND EVALUATION GROUP 2017, INC. | E | Control |
Registrations
Federal
IA
May 13, 2025 REGISTERED
Notice Filings (23)
CA CT FL GA IA ID IL IN KS KY LA MA MS NC NH OH OR PA SC SD TN TX WA
Address
201 E. FIFTH STREETSUITE 1600
CINCINNATI, OH 45202
United States
Phone: 513-977-4400