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Fund Evaluation Group
Fund Evaluation Group was established in 2016. It functions as a US wealth manager and RIA that delivers advisory and portfolio services to family offices,...
Fund Evaluation Group
Fund Evaluation Group was established in 2016. It functions as a US wealth manager and RIA that delivers advisory and portfolio services to family offices, regional banks, and financial institutions. The firm pursues a generalist approach with allocations to private equity at 50 percent. Strategies include fund of funds, buyout, growth, venture, distressed debt, mezzanine, natural resources, and special situations. Geographic reach centers on the United States. No public data exists on team size, additional offices, or adjacent vehicles. No operational events from the last 24 months appear in available records.
General information
Firm type
Generalist
Year founded
2016
AUM
13600 (Altss estimate)
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
201 East Fifth Street Suite 1600, Cincinnati, OH 45202, United States
Sector focus
Frequently asked questions
Who runs investment decisions at Fund Evaluation Group?
No named principals or investment committee members are disclosed in public records.
Does Fund Evaluation Group participate in fund commitments or only direct deals?
The firm executes through fund-of-funds and other private equity strategies.
What asset classes does Fund Evaluation Group allocate to?
Private equity accounts for 50 percent of allocations, with additional exposure to buyout, growth, venture, and special situations.
Where does Fund Evaluation Group source its clients?
Clients include family offices, regional banks, and other financial institutions.
Is Fund Evaluation Group structured as a single family office?
No. It operates as a multi-client registered investment advisor.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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