Data / Investment advisers / Ohio / Feg Curio Investment Partners, LLC
Feg Curio Investment Partners, LLC, Cincinnati, OH: $195 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Feg Curio Investment Partners, LLC is an SEC registered investment adviser with its main office in Cincinnati, Ohio and reports $195 million in regulatory assets under management in its Form ADV filed July 31, 2026. Its clients include pooled investment vehicles, individuals and state and municipal governments. It is paid through a percentage of assets under management, fixed fees and performance based fees. It advises 20 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 323497
- SEC file number
- 801-126960
- SEC status
- Approved, effective November 29, 2022
- Main office
- 201 East Fifth St., Suite 1600, Cincinnati, OH 45202
- Phone
- (513) 977-4400
- Website
- feg.com
- Regulatory AUM
- $195,280,839 in the Form ADV filed July 31, 2026
- Discretionary AUM
- $195,280,839
- Accounts
- 18
- Employees
- 17, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Private funds
- 20: 11 private equity funds, 4 hedge funds, 4 other private funds, 1 real estate fund
- Gross assets of private funds
- $379,068,738
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $189.5 million |
| Individuals (other than high net worth individuals) | 14 | $2.8 million |
| State or municipal government entities | Fewer than 5 | $2.2 million |
| Charitable organizations | Fewer than 5 | $691,934 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $195.3 million | March 25, 2026 |
| December 1, 2025 | $138.3 million | June 6, 2025 |
Other advisers in Cincinnati
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Saas Capital, LLC | Cincinnati | $244.9 million | 9 | adviserinfo.sec.gov |
| Crew Capital Management, LTD. | Cincinnati | $235.4 million | Not listed | adviserinfo.sec.gov |
| Fountain Square Asset Management | Cincinnati | $233.7 million | Not listed | adviserinfo.sec.gov |
| Financial Rounds | Cincinnati | $211.3 million | Not listed | adviserinfo.sec.gov |
| Brixey & Meyer Capital LLC | Cincinnati | $201.8 million | 5 | adviserinfo.sec.gov |
| Future Financial Wealth Management Group, LLC | Cincinnati | $193.4 million | Not listed | adviserinfo.sec.gov |
| Meyer Capital Management LLC. | Cincinnati | $190.8 million | Not listed | adviserinfo.sec.gov |
| Barnes Dennig Private Wealth Management, LLC | Cincinnati | $188.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Cincinnati, OH
- Investment advisers in Ohio
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving individuals
- Advisers that manage private funds
- Feg Curio Investment Partners, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.