FEG CURIO INVESTMENT PARTNERS, LLC

RIASEC RegisteredEst. 2022
Total AUM
$195M
Discretionary
$195M
100% of AUM
Avg account
$10.8M
Accounts
18
Employees
17
Advisory reps
11

Firm details

Headquarters
CINCINNATI, Ohio
CRD number
323497
Registered since
November 29, 2022
Custodians
CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles97.06%
  • Individuals1.44%
  • State / Municipal Government1.15%
  • Charitable Organizations0.35%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

FEG Curio Investment Partners, LLC is a multi-strategy investment manager and fund sponsor that combines direct portfolio management for individuals and pooled vehicles with selection and oversight of third‑party managers. The firm is active across hedge fund, private equity and real estate strategies and operates trading and commodity program activities consistent with a CPO/CTA role. Its client base includes both high‑net‑worth individuals and institutional investors, and the firm charges a mix of percentage‑of‑AUM, fixed fees and performance‑based fees depending on the mandate. Investment activity is skewed toward private and pooled vehicles: the firm operates and advises multiple private funds while maintaining a smaller sleeve of exchange‑traded equities and ETFs for liquid exposure. Manager allocation interest centers on alternative managers — private equity, hedge funds, private placements and private credit — while public markets exposure appears tactical and liquidity‑focused.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 54%, Public Funds/Mutual Funds 44%, Cash & Cash Equivalents 2%54%
  • Exchange Traded Equities54%
  • Public Funds/Mutual Funds44%
  • Cash & Cash Equivalents2%

Owners & executives

3 of 5
  • ANTHONY FESTA

    Chief Operating OfficerCRD 4868456

  • Kurt Krebs

    Chief Financial OfficerCRD 5961866

  • JULIE THOMAS

    Chief Compliance OfficerCRD 5835243

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Contacts

3 of 6
  • DAVID BARCUS

    Senior Vice PresidentCRD 7895232

  • WILLIAM GOSLEE

    PresidentCRD 2671834

  • GIANNA TREMOULIS

    General CounselCRD 7348202

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

CINCINNATI, OH

HAMILTON

Location

CINCINNATI, OH

Headquartered in CINCINNATI, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
Midwest
County
HAMILTON
Address
201 E 5th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth