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FEG

Alpha Nasdaq OCIO Indices - Contributor

CINCINNATI, OH

Form ADV and provider website profile · CRD 121658 · regulatory data as of Mar 31, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for FEG. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$23.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
218Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$16.0BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$7.9BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameFUND EVALUATION GROUP, LLC

CRD number121658

Firm foundedNot reported

SEC registration dateJun 30, 2002

Employees136

Advisory professionals74

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

201 EAST FIFTH STREET, CINCINNATI, OH, 45202

513-977-4400

https://www.feg.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$23.9B

As of Mar 31, 2026

Client Mix by Firm AUM

Source: Form ADV client records
Charities80.9%$19.3B
Sovereign Wealth & Foreign Institutions17.4%$4.1B
High-Net-Worth0.7%$163M
Municipalities0.6%$154M
Retirement Plans0.3%$66M
Corporations0.1%$36M

Percentages and AUM are shown from the same reported Form ADV client-type records.