FEG
Alpha Nasdaq OCIO Indices - ContributorCINCINNATI, OH
Form ADV and provider website profile · CRD 121658 · regulatory data as of Oct 6, 2026
This profile compiles reported firm AUM, regulatory account 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.
$19.7BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
813Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$15.2BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.5BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
$19.7BTotal Firm AUM
$15.2BDiscretionary AUM
$4.5BNon-discretionary AUM
813Total accounts
641Discretionary accounts
172Non-discretionary accounts
Client Mix by Firm AUM
$19.7BFirm AUM
Charities76.9%
Sovereign Wealth & Foreign Institutions21.0%
High-Net-Worth0.8%
Municipalities0.8%
Retirement Plans0.3%
Corporations0.2%
Individuals0.0%
Reported Client Types
Source: Form ADV client recordsCharities76.9%
166 clients$15.2B firm assets
Sovereign Wealth & Foreign Institutions21.0%
0 clients$4.1B firm assets
High-Net-Worth0.8%
14 clients$159M firm assets
Municipalities0.8%
0 clients$154M firm assets
Retirement Plans0.3%
0 clients$66M firm assets
Corporations0.2%
0 clients$36M firm assets
Individuals0.0%
25 clients$5M firm assets
Reported total205 clients
| Client type | Firm assets | Clients | AUM share |
|---|---|---|---|
| Charities | $15.2B | 166 | 76.9% |
| Sovereign Wealth & Foreign Institutions | $4.1B | 0 | 21.0% |
| High-Net-Worth | $159M | 14 | 0.8% |
| Municipalities | $154M | 0 | 0.8% |
| Retirement Plans | $66M | 0 | 0.3% |
| Corporations | $36M | 0 | 0.2% |
| Individuals | $5M | 25 | 0.0% |
| Reported total | $19.7B | 205 | — |
Types of Clients
Official SEC PDFLoading official Form ADV brochure…