FUND EVALUATION GROUP, LLC

FUND EVALUATION GROUP, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 121658). Regulatory assets under management: $23.9B.

Registration

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: High net worth, Pooled vehicles, Pensions, Charities, Other.

Officers, owners & control persons (51)

Showing 25 of 51 people.

NameRoleLocation
Benjamin Carl AllenMANAGING PRINCIPALAustin, TX
Gianna B TremoulisGENERAL COUNSEL AND SECRETARYCincinnati, OH
Benjamin AllenMANAGING MEMBER; MANAGING PRINCIPAL; MANAGING PRINCIPAL & DIRECTORAustin, TX
Stephen Henry HopkinsINDEPENDENT DIRECTORNew York, NY
Benjamin Elliot AllenMANAGING PRINCIPAL
Gary Richard PriceDIRECTOR & MANAGING DIRECTOR OF INSTITUTIONAL SERVICES
Nolan Michael BeanDIRECTOR, CHIEF INVESTMENT OFFICER & HEAD OF PORTFOLIO MANAGEMENT
Julie Trondle ThomasCHIEF COMPLIANCE OFFICER
Robert Daniel JenningsCHIEF OPERATING OFFICER
Rebecca Sue WoodNON-EXECUTIVE CHAIR
Kurt KrebsCHIEF FINANCIAL OFFICER & TREASURER
James Alan LenahanDIRECTOR, CHIEF EXECUTIVE OFFICER
William George GosleeDIRECTOR, PRESIDENT
Donald James HerremaINDEPENDENT DIRECTOR
LABMEIER JOHN FRANCISGENERAL COUNSEL; GENERAL COUNSEL AND ACTING CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL & SECRETARY
HOPKINS STEPHEN HENRYINDEPENDENT DIRECTOR
HERREMA DONALD JAMESINDEPENDENT DIRECTOR
MEYER DAVID MICHAELMANAGING PRINCIPAL
HARSH SCOTT BRIANMANAGING MEMBER/PRESIDENT/CEO & DIRECTOR; MANAGING PRINCIPAL/PRESIDENT/CEO & DIRECTOR; MEMBER/MANAGING PRINCIPAL/PRESIDENT/CEO & DIRECTOR (+4 more)
MEYER CHRISTOPHER MARTINMANAGING PRINCIPAL
HENDERSON CYNTHIA ELAINEMANAGING PRINCIPAL
PRICE GARY RICHARDDIRECTOR & MANAGING DIRECTOR OF INSTITUTIONAL SERVICES; MANAGING DIRECTOR OF INSTITUTIONAL SERVICES & DIRECTOR; MANAGING MEMBER (+2 more)
STEIN JOHN DAVIDMANAGING PRINCIPAL
STONECIPHER MICHAEL CURTISDIRECTOR; LEAD DIRECTOR; MANAGING MEMBER & DIRECTOR (+2 more)
WOOD REBECCA SUEMANAGING MEMBER; MANAGING PRINCIPAL; NON-EXECUTIVE CHAIR (+1 more)

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