Fund Evaluation Group, LLC
● SEC registered since 2002CRD 121658SEC# 801-61324Cincinnati, OH
Reg. AUM
$19.71B
Employees
136
Accounts
813
Location
Cincinnati, OH
Fund Evaluation Group, LLC assets under management
Fund Evaluation Group, LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2002. It reports $19.7 billion in regulatory assets under management and employs 136 people.
Fund Evaluation Group, LLC owners & executives
15 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fund Evaluation Group 2017, Inc. Control | Holding Company For Fund Evaluation Group, Llc. | Over 75% | 2017 |
| Gary Richard Price Control | Director & Managing Director Of Institutional Services | Under 5% | 2005 |
| Gianna B. Tremoulis | General Counsel And Secretary | Under 5% | 2025 |
| James Alan Lenahan Control | Director, Chief Executive Officer | Under 5% | 2024 |
| Julie Trondle Thomas Control | Chief Compliance Officer | Under 5% | 2015 |
| Kurt Krebs Control | Chief Financial Officer & Treasurer | Under 5% | 2022 |
| Nolan Michael Bean Control | Director, Chief Investment Officer & Head Of Portfolio Management | Under 5% | 2011 |
| Paul Andrew Hawkinson Control | Independent Director | Under 5% | 2026 |
| Rebecca Sue Wood Control | Non-Executive Chair | Under 5% | 2024 |
| Robert Daniel Jennings Control | Chief Operating Officer | Under 5% | 2018 |
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Join to unlock · $37/moFrequently asked questions
How much does Fund Evaluation Group, LLC manage?
Fund Evaluation Group, LLC reports $19.7 billion in regulatory assets under management on its Form ADV.
How many employees does Fund Evaluation Group, LLC have?
Fund Evaluation Group, LLC reports 136 employees.
Where is Fund Evaluation Group, LLC located?
Fund Evaluation Group, LLC is based in Cincinnati, OH and has been SEC-registered since 2002.
Does Fund Evaluation Group, LLC disclose fund performance?
Fund Evaluation Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 201 East Fifth Street, Suite 1600, Cincinnati, OH 45202 |
| Phone | 513-977-4400 |
| Fax | 513-977-4430 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$19.71B▼ 4%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 5%
Larger than 95% of 16,389 advisers
EmployeesTop 6%
More than 94% of 16,799 advisers
Assets under management
$19.71Bregulatory AUM
Discretionary $15.18BNon-discretionary $4.53B