Fund Evaluation is an investment advisor in Cincinnati with $18.77 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
10694771
SEC advisor number
801-61324
FINRA CRD number
121658
AUM ?
$18.77 bn
(as of 30 Mar 22)
Accounts
339
(as of 30 Mar 22)
Employees
120
(65 investment advisory or research)
Address
Fund Evaluation
201 EAST FIFTH STREET, SUITE 1600
CINCINNATI
OH 45202
201 EAST FIFTH STREET, SUITE 1600
CINCINNATI
OH 45202
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
513-977-4400
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bascom, Mary, Thayer | Acting Chief Financial Officer | 11/2020 | < 5% |
Price, Gary, Richard | Director & Managing Director of Institutional Services | 09/2005 | < 5% |
Stonecipher, Michael, Curtis | Director | 09/2005 | < 5% |
Fasig, Susan, Elizabeth | Director & Head of Private Capital | 09/2005 | < 5% |
Bean, Nolan, Michael | Head of Institutional Investments & Director | 10/2011 | < 5% |
Labmeier, John, Francis | General Counsel & Secretary | 01/2012 | < 5% |
Thomas, Julie, Trondle | Chief Compliance Officer | 11/2015 | < 5% |
Fund Evaluation Group 2017, Inc. | Holding Company for Fund Evaluation Group, LLC. | 09/2017 | > 75% |
Argent Trust Company | Argent Is the Trustee of Fund Evaluation Group Employee Stock Ownership Trust | 09/2017 | |
Hopkins, Stephen, Henry | Independent Director | 09/2017 | < 5% |
Herrema, Donald, James | Independent Director | 09/2017 | < 5% |
Jennings, Robert, Daniel | Chief Operating Officer | 01/2018 | < 5% |
Wood, Rebecca, Sue | President/ CEO & Director | 01/2019 | < 5% |
Tremoulis, Gianna, B. | Assistant Secretary | 11/2020 | < 5% |
Fund Evaluation Group Employee Stock Ownership Trust | This Trust Owns 100% of Fund Evaluation Group 2017, Inc. | 09/2017 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR/A
Quarterly holdings report by institutional manager (amended)
9 Sep 24
13F-HR
Quarterly holdings report by institutional manager
6 Aug 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
8 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22