Feg Private Investors, LLC is a large advisory firm based in Cincinnati. It manages $694.02 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Indiana and Ohio.
Feg Private Investors provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Feg Private Investors, LLC is $694.02 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 1024% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Feg Private Investors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Gary Richard Price is pooled investment vehicles with 4 clients and $694.02 million of assets under management. Among the 9 most similar advisory firms, Feg Private Investors has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $694.02 million for 4 clients. None of the firm’s clients are foreign persons or businesses.
Feg Private Investors also advises several private funds. Namely, three real estate funds, seven other private funds, and two private equity funds. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.
The company employs 20 people that are either part- or full-time employees. 65 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gary Richard Price has been acting as President since 1 Feb 2011. Paul Scott Keating joined the executive team most recently as the Chief Operating Officer.
The principal office where Feg Private Investors, LLC performs its advisory services is located at 201 E. Fifth Street, Cincinnati, OH 45202, which is also the mailing address of the firm. An additional office of the firm is in Indianapolis, IN. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-977-4400 or by fax 513-977-4430. The normal business hours are 8:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at feg.com.