SourcingSourcing

FEG CURIO INVESTMENT PARTNERS, LLC

C44
CRD 323497·SEC 801-126960·CINCINNATI, OH
AUM
$195.3M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$586K
@ 30% margin
Est. Deal Value
$4.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
FEG CURIO INVESTMENT PARTNERS, LLC
CRD
323497
SEC file #
801-126960
EIN
920285609
DBA names
—

Economics

AUM
$195.3M
AUM band
$100M-$500M
AUM trajectory
'23'26
$2 → $195.3M▲ +9764041850%
Client mix
Individuals Other14
Pooled Investment Vehicles1

Operations

Employees (total)
17
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
6 advisors → 5 advisors▼ -17%
Primary office
CINCINNATI OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
feg.com/curio

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FEG
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
12
Control Persons
FEG
FESTA, ANTHONY, LOUIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
FEG.COM
Rdap Domain Creation Date
1995-12-15T05:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001967853
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2023-07-06
Edgar Last Filing Date
2025-06-26
Edgar Form D Count
4
Edgar Form D Offerings
2025-06-262025-06-26 · 0001967853-25-000001
2024-07-082024-07-08 · 0001967853-24-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
201 EAST FIFTH STREETSUITE 1600CINCINNATI, OH 45202
Business
201 EAST FIFTH STREETSUITE 1600CINCINNATI, OH 45202
Edgar EIN
920285609
Edgar Recent Filings
D/A2025-06-26 · 0001967853-25-000001
D/A2024-07-08 · 0001967853-24-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-14T05:00:00Z
Rdap Domain Last Changed
2024-10-17T06:24:12Z
Rdap Nameservers
Ns3.worldnic.comNs4.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
121658
Trust Company Affiliate
Yes

People (12)

12
FEG
Direct Owner · 87.5%
121658
ANTHONY LOUIS FESTA
Executive Officer · 2.5%
4868456
GOSLEE, WILLIAM, GEORGE
Executive Officer · 2.5%
2671834
KEATING, PAUL, SCOTT
Executive Officer · 2.5%
6927873
KREBS, KURT
Executive Officer · 2.5%
5961866
LENAHAN, JAMES, ALAN
Executive Officer · 2.5%
5494481
SALVATOR, PETER, RAYMOND
Executive Officer · 2.5%
2239137
BARCUS, DAVID, ANDREW
Executive Officer · 2.5%
7895232
JENNINGS, ROBERT, DANIEL
Executive Officer · 2.5%
2263389
JAMES PATRICK ROGERS
Executive Officer · 2.5%
1873563
THOMAS, JULIE, TRONDLE
Executive Officer · 2.5%
5835243
TREMOULIS, GIANNA, B.
Executive Officer · 2.5%
7348202