PartnerFacts
Data last updated: Oct 23, 2026, 5:45 PM ETLatest filing: Oct 22, 2026Now: Oct 24, 2026, 9:41 AM ET

Sponsor Check › Sponsor group

F

Feg

One sponsor team, 16 deal companies · Cincinnati, OH

Grouped because: 26 shared people, 7 shared management entities, same business address (15 issuers), similar issuer names (16) (automatic match from the filings) · not the same sponsor?

16deal companies
$5.79Breported sold
1,347investors
69Form D filings
2009–2026active
1new, last 12 mo
Follow this sponsor groupLook further ↓

Data last updated Oct 23, 2026, 5:45 PM ET · Latest filing in this group Jul 7, 2026 · Courts (RECAP) last checked: Oct 24, 2026, 2:14 AM ET · SEC enforcement last checked: covered by the index scan as of Oct 24, 2026, 2:50 AM ET

The short version

Feg is a sponsor group of 16 issuers that PartnerFacts links to one sponsor (shared people, shared management entity, same business address, similar issuer names; automatic match from the filings), filing 69 Form D filings between Mar 2009 and Jul 2026.

What this means One team, 16 deal companies, about 17 years of track record in SEC filings. We link the companies because the same people or address appear on their forms — tap "Request a correction" if that is wrong.

Combined reported sold: $5.79B to 1,347 investors (latest filing per issuer). Industries as reported: Pooled Investment Fund (16). Issuers are based in OH (15), Cayman Islands (as filed: E9) (1).

What this means $5.79B raised across the group, about $4.3M per investor. Amounts come from each company's latest Form D; they are what the sponsor reported, not audited figures.

Principal people: Fund Evaluation Group, LLC (13 issuers, director and promoter, entity), Gary R Price (12 issuers, executive officer and director), Mary T Bascom (11 issuers, executive officer and director), Julie T Thomas (9 issuers, executive officer), Scott B Harsh (9 issuers, executive officer and director) and 40 more.

What this means The person on the most companies is usually the one running the show; their page lists every deal.

Activity: 1 new offering in the last 12 months; latest filing Jul 7, 2026.

What this means still raising money this year.

Adviser registration (Form ADV) on record: FEG; FEG PRIVATE INVESTORS, LLC and 2 more.

Public records searched: federal courts (CourtListener / RECAP), SEC enforcement releases, state securities regulators (AK, AL, AR, AZ, CA, CO, CT, DC, DE, FINRA, FL, GA, HI, ID, IL, KS, KY, LA, MA, MD, ME, MI, MO, MS, MT, NASAA, NC, ND, NH, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI, WV, WY), property records (NYC, FL, IL and TX counties) — none found.

What this means Nothing turned up where we looked (4 sources). That does not prove there is nothing — it means none was found in those sources on that date.

We compared the newest 50 of 69 public filings for Feg and found 21 differences, 5 worth asking the sponsor about: 15 offerings reported less sold on a later filing than an earlier one; 17 offerings reported fewer investors on a later filing; and more below.

What this means These are differences between the sponsor's own SEC filings — both values, dates and sources are listed in Key records, section 4. Most have ordinary explanations; ask the sponsor.

What the community is saying

Community search for Feg has not run yet — it is joining a line of 38,587 names; searches run around the clock at the hosts' allowed rate. Searched so far: 641 names.

Community comments are quoted as written by their authors. Sources searched: Bing (site:reddit.com / site:biggerpockets.com) and Reddit's own search, plus DuckDuckGo/Brave/BiggerPockets search when they are answering.

Key records

Five things investors ask first. Items still in human review are counted, not shown.

1. Lawsuits

None found so far — 16 of 16 issuers searched (federal courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: CourtListener bulk data (RECAP dockets as of 2026-09-30; recall-first rule 10-24) — federal district + bankruptcy courts State courts: not covered (one-tap state court links under Look further). PACER: not searched.. Searched so far: 16 of 16 issuers in this group; 0 still to be searched. Results are added automatically.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

2. Regulatory actions

None found in sources searched — SEC enforcement releases (index scan as of Oct 24, 2026, 2:50 AM ET) · state securities regulators: 48 regulators (FINRA, NASAA, 37 states) — crawled Oct 24, 2026, 8:48 AM ET

What was searched

SEC enforcement searched: SEC litigation releases and administrative proceedings — respondent names in the sec.gov index titles (30,205 releases, 1995-09-19 to 2026-10-23); release text is read only to confirm a candidate. Names that appear only in the body of a release are not found. — Searched SEC litigation releases and administrative proceedings (1995→ / 2007→) (30,205 records as of Oct 24, 2026, 2:50 AM ET) — nothing matched Feg..

State securities regulators: Securities regulators searched (64,910 actions): FINRA (38,350 actions, 1995–2026), NASAA (31 actions, 2000–2026; listing starts 1997), AK Division of Banking and Securities (273 actions, 1971–2025), AL Securities Commission (880 actions, 2001–2026), AR Securities Department (1,305 actions, 1998–2026), AZ Corporation Commission Securities Division (411 actions, 2017–2026), CA DFPI (25 actions, 2007–2024; listing starts 2002 — 16 of 12,159 DFPI respondent pages read so far; sponsor-name matches are read first), CO Division of Securities (731 actions, 2001–2026; older years from the Internet Archive (snapshot of 2026-05-02)), CT Department of Banking Securities Division (940 actions, 2006–2026; older years from the Internet Archive (snapshot of 2026-04-22)), DC DISB Securities Bureau (25 actions, 2012–2026), DE DOJ Investor Protection Unit (257 actions, 1987–2026), FL Office of Financial Regulation (49 actions, 2018–2026), GA Secretary of State Securities Division (65 actions, 2015–2026; listing starts 2012), HI DCCA Securities Enforcement Branch (26 actions, 2012–2026), ID Department of Finance Securities Bureau (663 actions, 1994–2026), IL Secretary of State Securities Department (4,122 actions, 2003–2023), KS Insurance Department Securities Division (58 actions), KY Department of Financial Institutions (342 actions, 2005–2026), LA Office of Financial Institutions Securities Division (13 actions, 2010–2025; listing starts 2008), MA Secretary of the Commonwealth Securities Division (125 actions, 2012–2025; live site blocks automated access — loaded from the Internet Archive snapshot of 2026-02-04), MD Attorney General Securities Division (1,054 actions, 2004–2026), ME Office of Securities (539 actions, 2000–2026), MI LARA Corporations, Securities & Commercial Licensing Bureau (201 actions), MO Secretary of State Securities Division (919 actions, 1998–2026), MS Secretary of State Securities Division (209 actions, 1995–2026), MT Commissioner of Securities and Insurance (597 actions, 2000–2026), NC Secretary of State Securities Division (265 actions, 2004–2024), ND Securities Department (711 actions, 1990–2026; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2026-01-06), NH Bureau of Securities Regulation (402 actions, 2002–2026), NM Regulation and Licensing Department Securities Division (90 actions, 2010–2025), NV Secretary of State Securities Division (118 actions, 2018–2026), NY Attorney General Investor Protection Bureau (44 actions, 2012–2026), OH Division of Securities (327 actions, 1993–2006), OK Department of Securities (2,531 actions, 1998–2026), OR Division of Financial Regulation (589 actions, 1988–2026), PA Department of Banking and Securities (1,448 actions, 2008–2024; the regulator no longer publishes this list live — loaded from the Internet Archive snapshot of 2024-08-09), RI DBR Securities Division (98 actions, 2005–2025), SC Attorney General Securities Division (540 actions, 2006–2026), SD Division of Insurance – Securities Regulation (106 actions, 2017–2026), TN Department of Commerce and Insurance Securities Division (405 actions, 1992–2026), TX State Securities Board (936 actions, 1999–2026), UT Division of Securities (772 actions, 2000–2026; older years from the Internet Archive (snapshot of 2010-05-27)), VT DFR Securities Division (137 actions, 2010–2026), WA DFI (2,039 actions, 2001–2026), WI DFI Division of Securities (1,072 actions, 1998–2026), WV Securities Commission (State Auditor) (64 actions), WY Secretary of State Compliance Division (6 actions, 2016–2024) — last crawled Oct 24, 2026, 8:48 AM ET. No machine-readable public listing today for IA, IN, MN, NE, NJ, VA (see docs/state-regulators.md).

3. Bankruptcies

None found so far — 16 of 16 issuers searched (federal bankruptcy courts (CourtListener / RECAP), last checked Oct 24, 2026)

What was searched

Sources searched: Federal bankruptcy courts via CourtListener / RECAP archive (federal district courts, federal bankruptcy courts). State courts: not covered (one-tap state court links under Look further). PACER: not searched (RECAP only).. Searched so far: 16 of 16 issuers in this group; 0 still to be searched. Results are added automatically.

State courts: not covered (one-tap state court links under Look further). No state offers a lawful automated statewide source PartnerFacts can use today. Texas (re:SearchTX) terms prohibit storing results in a database open to third parties; New York (WebCivil) and Massachusetts (MassCourts) require a browser check that blocks scripted queries; California has no statewide index (58 county portals; Rule of Court 2.503 grants name-based access case by case); Florida, Utah and Illinois offer paid or partial access whose terms for automated use are unverified. Washington (dw.courts.wa.gov; bulk index reports under a JISC data-dissemination agreement), Delaware (CourtConnect; Court of Chancery not included) and Arizona (apps.azcourts.gov/publicaccess, which has an official channel to request high-volume access) are the candidates; PartnerFacts will request written permission before any automated search. Federal courts are searched through CourtListener / RECAP.

4. Differences between public sources

No comparisons published

What is compared

No public statement by this sponsor group has been collected yet, so there is nothing to compare. Sources compared: the sponsor's own website (known from the issuer's own filings — Form C issuer website, EDGAR company profile — an approved profile claim or Form ADV Item 1.I of its matched adviser) · SEC Form D · SEC Form ADV (IAPD) · Internet Archive · No website is on file for this sponsor group yet.

21 differences found between the filings for Feg — 5 worth asking about (compared the newest 50 of 69 filings on Oct 24, 2026; older filings not covered)

Worth asking · Jul 5, 2012 – Aug 5, 2022

15 offerings reported less sold on a later filing than an earlier one

Amount sold went down between filings — FEG Absolute Access Fund I LLC · Amount sold went down between filings — FEG ABSOLUTE ACCESS FUND LLC · Amount sold went down between filings — FEG Absolute Access Fund I LLC · Amount sold went down between filings — FEG ABSOLUTE ACCESS FUND LLC · Amount sold went down between filings — FEG Absolute Access Fund I LLC · and 10 more

What this means Amounts sold normally only go up. Ask the sponsor what happened on each.

Form D/A (earlier) · Aug 6, 2021 ↗Form D/A (later) · Aug 5, 2022 ↗FEG Absolute Access Fund I LLC — PartnerFacts page ↗Form D/A (earlier) · Mar 9, 2021 ↗
Sources
Worth asking · Jul 5, 2012 – Jun 30, 2023

17 offerings reported fewer investors on a later filing

Investor count went down between filings — FEG Select LLC · Investor count went down between filings — FEG Absolute Access Fund I LLC · Investor count went down between filings — FEG ABSOLUTE ACCESS FUND LLC · Investor count went down between filings — FEG Absolute Access Fund I LLC · Investor count went down between filings — FEG ABSOLUTE ACCESS FUND LLC · and 12 more

What this means Investor counts normally only grow. Ask the sponsor what happened on each.

Form D/A (earlier) · Jul 12, 2022 ↗Form D/A (later) · Jun 30, 2023 ↗FEG Select LLC — PartnerFacts page ↗Form D/A (earlier) · Aug 7, 2020 ↗
Sources
Note · Mar 11, 2011

97 other issuers file from the same address — FEG Absolute Access Fund Ltd.

The address on file, C/O Maples Corporate Services Limited, Ugland House, Grand Cayman, Cayman Islands (as filed: E9), is used by 98 issuers in our index across 43 sponsor groups; 97 are outside this group. It is on our registered-agent / shared-office list (registered agent / corporate services / fund administrator).

What this means Many unrelated companies file from this address. Often a registered agent or a fund administrator; sometimes a shared office. Ask where the team actually works.

FEG Absolute Access Fund Ltd. — PartnerFacts page ↗EDGAR filer page · FEG Absolute Access Fund Ltd. ↗
Sources
Worth asking · Mar 31, 2014 – Mar 21, 2022

5 Form Ds were filed more than 15 days after the first sale

Form D filed 103 days after the first sale — FEG Private Opportunities Fund V, L.P. · Form D filed 375 days after the first sale — FEG Private Opportunities Fund II, L.P. · Form D filed 39 days after the first sale — FEG Private Opportunities Fund VI, L.P. · Form D filed 52 days after the first sale — FEG Select LLC · Form D filed 38 days after the first sale — FEG Private Opportunities Fund IV, LP

What this means Late notices are common and carry no penalty by themselves. A pattern of late paperwork is worth asking the sponsor about.

Form D · Jun 24, 2020 ↗FEG Private Opportunities Fund V, L.P. — PartnerFacts page ↗Form D · Apr 10, 2015 ↗FEG Private Opportunities Fund II, L.P. — PartnerFacts page ↗
Sources
Note · Apr 1, 2008 – Mar 3, 2025

12 offerings have no amendment in the last 12 months and may still be open

No amendment in the last 12 months on an offering that may still be open — FEG Private Opportunities Fund VII, L.P. (latest filing Mar 3, 2025) · No amendment in the last 12 months on an offering that may still be open — FEG Absolute Access Fund I LLC (latest filing Aug 5, 2022) · No amendment in the last 12 months on an offering that may still be open — FEG Private Opportunities Fund VI, L.P. (latest filing Mar 21, 2022) · No amendment in the last 12 months on an offering that may still be open — FEG ABSOLUTE ACCESS FUND LLC (latest filing Mar 8, 2022) · No amendment in the last 12 months on an offering that may still be open — FEG Private Opportunities Fund V, L.P. (latest filing Jun 24, 2020) · and 7 more

What this means SEC rules expect a yearly amendment while an offering is still going. Ask the sponsor which of these raises have closed.

Form D/A · Mar 3, 2025 ↗FEG Private Opportunities Fund VII, L.P. — PartnerFacts page ↗Form D/A · Aug 5, 2022 ↗FEG Absolute Access Fund I LLC — PartnerFacts page ↗
Sources
Worth asking · Jul 5, 2012 – Jun 30, 2026

42 people are no longer listed on a later amendment

Paul S Keating is no longer listed on the Jun 30, 2026 amendment — FEG Select LLC · Susan L. Schrader is no longer listed on the Jun 30, 2026 amendment — FEG Select LLC · John F. Labmeier is no longer listed on the Jun 26, 2025 amendment — Curio Select, L.P. · Susan E Fasig is no longer listed on the Mar 3, 2025 amendment — FEG Private Opportunities Fund VII, L.P. · William G. Goslee is no longer listed on the Jul 8, 2024 amendment — Curio Select, L.P. · and 37 more

What this means People leave; the issuer lists only current officers, directors and promoters. Ask why and who replaced them.

Form D/A · Jun 30, 2025 ↗Form D/A · Jun 30, 2026 ↗Paul S Keating — PartnerFacts page ↗FEG Select LLC — PartnerFacts page ↗
Sources
Note · Mar 9, 2012 – Mar 10, 2016

8 role changes for the same people across filings

Anthony L Festa's role changed at FEG Equity Access Fund Ltd.: executive officer, director → director · J. Alan Lenahan's role changed at FEG ABSOLUTE ACCESS FUND LLC: executive officer, director, promoter → executive officer, director · Gary R Price's role changed at FEG Equity Access Fund Ltd.: executive officer, director → executive officer · Anthony L Festa's role changed at FEG Equity Access Fund Ltd.: director → executive officer, director · Mary T Bascom's role changed at FEG Equity Access Fund Ltd.: executive officer → executive officer, director · and 3 more

What this means Roles on Form D are self-reported. Ask who runs the company today.

Form D/A · Mar 10, 2015 ↗Form D/A · Mar 10, 2016 ↗Anthony L Festa — PartnerFacts page ↗FEG Equity Access Fund Ltd. — PartnerFacts page ↗
Sources
Note · Apr 10, 2015 – Apr 13, 2015

Offering amount changed between filings — FEG Private Opportunities Fund II, L.P.

The Apr 10, 2015 filing says $189,510,000 offered; the Apr 13, 2015 Form D/A says an indefinite amount.

What this means The target raise changed. Raising the cap is common when a deal grows; ask whether the extra money has the same terms and use.

Form D (earlier) · Apr 10, 2015 ↗Form D/A (later) · Apr 13, 2015 ↗FEG Private Opportunities Fund II, L.P. — PartnerFacts page ↗
Sources
Note · Mar 11, 2013 – Mar 11, 2014

Minimum investment changed between filings — FEG Absolute Access Fund I LLC

The Mar 11, 2013 filing lists a minimum of $250,000; the Mar 11, 2014 Form D/A lists $50,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Mar 11, 2013 ↗Form D/A (later) · Mar 11, 2014 ↗FEG Absolute Access Fund I LLC — PartnerFacts page ↗
Sources
Note · Mar 11, 2013 – Mar 11, 2014

Minimum investment changed between filings — FEG Directional Access Fund LLC

The Mar 11, 2013 filing lists a minimum of $250,000; the Mar 11, 2014 Form D/A lists $50,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Mar 11, 2013 ↗Form D/A (later) · Mar 11, 2014 ↗FEG Directional Access Fund LLC — PartnerFacts page ↗
Sources
Note · Mar 11, 2013 – Mar 10, 2014

Minimum investment changed between filings — FEG ABSOLUTE ACCESS FUND LLC

The Mar 11, 2013 filing lists a minimum of $250,000; the Mar 10, 2014 Form D/A lists $50,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Mar 11, 2013 ↗Form D/A (later) · Mar 10, 2014 ↗FEG ABSOLUTE ACCESS FUND LLC — PartnerFacts page ↗
Sources
Note · Jul 5, 2012 – Mar 11, 2013

Minimum investment changed between filings — FEG Directional Access Fund LLC

The Jul 5, 2012 filing lists a minimum of $0; the Mar 11, 2013 Form D/A lists $250,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jul 5, 2012 ↗Form D/A (later) · Mar 11, 2013 ↗FEG Directional Access Fund LLC — PartnerFacts page ↗
Sources
Note · Jul 5, 2012 – Mar 11, 2013

Minimum investment changed between filings — FEG Equity Access Fund Ltd.

The Jul 5, 2012 filing lists a minimum of $100,000; the Mar 11, 2013 Form D/A lists $250,000.

What this means A different minimum usually means the offering terms changed. Check which terms apply to you.

Form D/A (earlier) · Jul 5, 2012 ↗Form D/A (later) · Mar 11, 2013 ↗FEG Equity Access Fund Ltd. — PartnerFacts page ↗
Sources
Note · Mar 13, 2009 – Mar 5, 2024

11 people are written more than one way across the filings

Gregory M Dowling is written 2 different ways on the filings · Gary R Price is written 2 different ways on the filings · Susan E Fasig is written 2 different ways on the filings · Paul S Keating is written 2 different ways on the filings · Kyndal Michel Marks is written 3 different ways on the filings · and 6 more

What this means Middle names and suffixes come and go on these forms. Check full legal names against your documents.

Form D/A · Mar 13, 2009 ↗Form D · Mar 5, 2024 ↗Gregory M Dowling — PartnerFacts page ↗Gary R Price — PartnerFacts page ↗
Sources
Note · Apr 15, 2011 – Mar 11, 2013

Reported net asset value range changed between filings — FEG Absolute Access Fund I LLC

"Decline to Disclose" (Apr 15, 2011); then "Over $100,000,000" (Apr 13, 2012); then "Decline to Disclose" (Mar 11, 2013).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D · Apr 15, 2011 ↗Form D/A · Apr 13, 2012 ↗Form D/A · Mar 11, 2013 ↗FEG Absolute Access Fund I LLC — PartnerFacts page ↗
Sources
Note · Mar 13, 2009 – Mar 11, 2013

Reported net asset value range changed between filings — FEG ABSOLUTE ACCESS FUND LLC

"Decline to Disclose" (Mar 13, 2009); then "Over $100,000,000" (Mar 9, 2012); then "Decline to Disclose" (Mar 11, 2013).

What this means This is the size band the issuer picks for itself on the form. A change can mean the business grew or shrank — or that it chose not to say. Ask for current numbers.

Form D/A · Mar 13, 2009 ↗Form D/A · Mar 9, 2012 ↗Form D/A · Mar 11, 2013 ↗FEG ABSOLUTE ACCESS FUND LLC — PartnerFacts page ↗
Sources
Worth asking · Mar 13, 2009 – Mar 12, 2010

2 separate companies in this group use the same name: "FEG ABSOLUTE ACCESS FUND LLC"

CIK 1432122 (first filed Mar 13, 2009, Cincinnati, OH); CIK 1456184 (first filed Mar 12, 2010, Grand Cayman, Cayman Islands (as filed: E9)).

What this means Two legal entities with one name can make it unclear which one you invested in. Match the CIK and the SEC file number on your documents, not just the name.

FEG ABSOLUTE ACCESS FUND LLC — PartnerFacts page ↗FEG Absolute Access Fund Ltd. — PartnerFacts page ↗EDGAR filer page · CIK 1432122 ↗EDGAR filer page · CIK 1456184 ↗
Sources
Note · Mar 11, 2011 – Jul 7, 2026

Member companies were formed in 2 different states

Delaware (14), Cayman Islands (2) — out of 16 member issuers. The odd ones out: FEG Absolute Access Fund Ltd. (Cayman Islands); FEG Equity Access Fund Ltd. (Cayman Islands).

What this means Sponsors often form each deal company in Delaware or Wyoming no matter where the property is. A mix is common; it just tells you which state's rules each company lives under.

Feg — sponsor group page ↗FEG Absolute Access Fund Ltd. — PartnerFacts page ↗FEG Equity Access Fund Ltd. — PartnerFacts page ↗
Sources
Note · Mar 11, 2011 – Jul 7, 2026

Member companies list addresses in 2 different states

OH (15), Cayman Islands (as filed: E9) (1). 1 member uses a registered-agent or shared-office address: FEG Absolute Access Fund Ltd. (C/O Maples Corporate Services Limited, Ugland House, Grand Cayman, Cayman Islands (as filed: E9)).

What this means A registered agent's address is a mailbox, not where the team works. The other address is more likely the real office — ask which one is.

Feg — sponsor group page ↗FEG Absolute Access Fund Ltd. — PartnerFacts page ↗
Sources
Note · Apr 15, 2011 – Aug 5, 2022

Issuer used a different name before — FEG Absolute Access Fund I LLC

SEC records list prior names for this filer: FEG ABSOLUTE ACCESS TEI FUND LLC. The current name on file is "FEG Absolute Access Fund I LLC".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗FEG Absolute Access Fund I LLC — PartnerFacts page ↗
Sources
Note · Apr 16, 2010 – Mar 10, 2017

Issuer used a different name before — FEG Directional Access Fund LLC

SEC records list prior names for this filer: FEG Equity Access Fund LLC. The current name on file is "FEG Directional Access Fund LLC".

What this means A name change is normal, but your documents may show the old name. Match the CIK, not just the name.

EDGAR filer page ↗FEG Directional Access Fund LLC — PartnerFacts page ↗
Sources
What is compared

What is compared: every Form D and D/A we hold for this subject, side by side — filing dates vs. first-sale dates (the 15-day rule), amendment timing on open offerings (the yearly-amendment expectation), amounts sold, investor counts, offering amounts and minimums across amendments, industry and size bands, addresses, how each person's name and role is written, paid sellers' CRD numbers, and (for groups) where the member companies were formed and sit. Everything is as filed by the issuer; the SEC does not check it. Differences are common and usually have ordinary explanations — we show both values, the dates, and the source so you can ask. We compared the newest 50 of 69 filings (work cap); older filings are not covered here. As of Oct 24, 2026.

5. Money to insiders

0 of 17 offerings report sales commissions; 0 report finder's fees; 5 report proceeds to related persons totalling $120,000. (includes amounts the issuer reported as estimates)

Offering (latest filing)Sales commissionsFinder's feesTo insidersPaid to sell itSource
Jul 7, 2026 D/A
Curio Select, L.P.
File 021-486075
$0$0$0None listed on this filingEDGAR ↗
Jun 30, 2026 D/A
FEG Select LLC
File 021-317476
$0$0$0None listed on this filingEDGAR ↗
Mar 16, 2026 D
FEG Private Opportunities Fund VIII, L.P.
File 021-576632
$0$0$0None listed on this filingEDGAR ↗
Mar 3, 2025 D/A
FEG Private Opportunities Fund VII, L.P.
File 021-506737
$0$0$0None listed on this filingEDGAR ↗
Aug 5, 2022 D/A
FEG Absolute Access Fund I LLC
File 021-158502
$0$0$24,000 (est.)
Director's Fees
None listed on this filingEDGAR ↗
Mar 21, 2022 D
FEG Private Opportunities Fund VI, L.P.
File 021-438114
$0$0$0None listed on this filingEDGAR ↗
Mar 8, 2022 D/A
FEG ABSOLUTE ACCESS FUND LLC
File 021-116916
$0$0$24,000 (est.)
Directors' Fees
None listed on this filingEDGAR ↗
Jun 24, 2020 D
FEG Private Opportunities Fund V, L.P.
File 021-369584
$0$0$0None listed on this filingEDGAR ↗
Jun 22, 2018 D
FEG Private Opportunities Fund IV, LP
File 021-315186
$0$0$0None listed on this filingEDGAR ↗
Mar 10, 2017 D/A
FEG Directional Access Fund LLC
File 021-140711
$0$0$24,000 (est.)
Directors' Fees
None listed on this filingEDGAR ↗
Mar 10, 2017 D/A
FEG Directional Access TEI Fund LLC
File 021-262340
$0$0$24,000 (est.)None listed on this filingEDGAR ↗
Mar 10, 2016 D/A
FEG Equity Access Fund Ltd.
File 021-140707
$0$0$24,000 (est.)
Directors' fees
None listed on this filingEDGAR ↗
Feb 4, 2016 D
FEG Private Opportunities Fund III, LP
File 021-256784
$0$0$0None listed on this filingEDGAR ↗
Apr 13, 2015 D/A
FEG Private Opportunities Fund II, L.P.
File 021-237699
$0$0$0NA no CRD number reportedEDGAR ↗
Apr 11, 2014 D
FEG Private Opportunities Fund II, L.P.
File 021-215395
$0$0$0NA no CRD number reportedEDGAR ↗
Aug 10, 2012 D/A
FEG Private Opportunities Fund, L.P.
File 021-164374
$0$0$0None listed on this filingEDGAR ↗
Mar 11, 2011 D/A
FEG Absolute Access Fund Ltd.
File 021-129451
$0$0$0None listed on this filingEDGAR ↗
How this is counted

Counts come from Form D Items 12–15 on the filings in our index (latest filing per offering; one offering = one SEC file number; an amendment updates its offering rather than adding one). "To insiders" = gross proceeds used for payments to executive officers, directors or promoters. "—" = not reported on that filing. Amounts marked (est.) were reported as estimates. "Paid to sell it" = sales compensation recipients named on that filing (Item 12), each linked to FINRA BrokerCheck when a CRD number is reported.

Counted across all 16 issuers in this group — every filing in our index, latest filing per offering (SEC file number).

Property records 0 documents · 0 ownership records · last checked Oct 24, 2026, 9:34 AM ET · NYC and Cook County lookup still to run

0 recorded documents and 0 ownership records matched to Feg in the sources searched.

Not found in sources searched as of Oct 24, 2026, 9:34 AM ET: Hillsborough County FL Clerk of Court Official Records daily index (publicrec.hillsclerk.com D/P/M files), 2 daily files (Oct 14, 2026 to Oct 15, 2026) — loaded Oct 23, 2026, 8:59 PM ET; Harris County TX (HCAD ownership rolls 2005–2026) — 1,032,426 records, loaded Oct 24, 2026, 8:00 AM ET; Dallas County TX (DCAD ownership rolls 2021–2027) — 285,535 records, loaded Oct 24, 2026, 8:20 AM ET; Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll) — 514,336 records, loaded Oct 24, 2026, 8:25 AM ET; King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published) — 538,619 records, loaded Oct 24, 2026, 8:27 AM ET; Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026) — 1,031,843 records, loaded Oct 24, 2026, 9:05 AM ET. Still to be looked up for this group: NYC ACRIS via NYC Open Data (Real Property Parties 636b-3b5g, Master bnx9-e6tj, Legals 8h5j-fqxa, Document Control Codes 7isb-wh4c) · NYC PLUTO ownership via NYC Open Data (64uk-42ks) · Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp). Records in other counties, and recorder indexes we do not yet cover, were not searched.

Property records coverage: New York City (ACRIS recorded documents and PLUTO ownership, looked up per issuer when its page is viewed; re-checked when the page is viewed again more than 30 days after the last check); Harris County TX (ownership only, no deed, mortgage or sale records; HCAD ownership rolls 2005–2026); Dallas County TX (ownership only, no deed, mortgage or sale records; DCAD ownership rolls 2021–2027); Hillsborough County FL (FL DOR 2026 ownership roll + Clerk recorded-document index Oct 14, 2026 to Oct 15, 2026), Miami-Dade County FL (FL DOR 2026 ownership roll), Broward County FL (FL DOR 2026 ownership roll), Palm Beach County FL (FL DOR 2026 ownership roll); King County WA (Assessor sale records 0000-00-00–2026-10-14; no owner-of-record names published); Cook County IL (Assessor sale records 1982–2026 + ownership rolls 2014–2026); also looked up per issuer when its page is viewed. Recorder indexes (party names on deeds, mortgages and liens) in TX, AZ, NV, CA and WA counties and outside the Clerk index in FL, mortgages and liens outside NYC and Hillsborough County, lis pendens and foreclosure notices everywhere, Los Angeles County CA, Clark County NV, New York City bulk pass (not finished; per-issuer lookups only so far), Maricopa County AZ (loader ready; commercial-purpose statement not yet filed), Salt Lake County UT, and all other counties are not covered — not searched. Last refresh by source: Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 9:05 AM ET; Cook County IL Assessor via Cook County Open Data (Parcel Sales wvhk-k5uv; Parcel Addresses 3723-97qp) Oct 24, 2026, 8:30 AM ET; King County WA Assessor Real Property Sales extract (EXTR_RPSale.csv) Oct 24, 2026, 8:27 AM ET; Florida DOR NAL roll (Palm Beach 60) Oct 24, 2026, 8:25 AM ET; Florida DOR NAL roll (Broward 16) Oct 24, 2026, 8:24 AM ET; Florida DOR NAL roll (Dade 23) Oct 24, 2026, 8:23 AM ET; Florida DOR NAL roll (Hillsborough 39) Oct 24, 2026, 8:21 AM ET; Dallas Central Appraisal District ACCOUNT_INFO.CSV Oct 24, 2026, 8:20 AM ET; Harris County Appraisal District real_acct.txt Oct 24, 2026, 8:00 AM ET; Hillsborough County FL Clerk daily index Oct 23, 2026, 8:59 PM ET. NYC and Cook County are also looked up per issuer when its page is viewed; the most recent such lookup on this site finished Oct 24, 2026, 3:30 AM ET. Parties are named as the recorder's index names them (role suffixes as recorded); no address, account number or trust date is shown for an individual, and individual owners of record (home ownership) are not matched or shown. Items still in human review are not shown.

Issuers in this group

Why each issuer is here is stated in the "Linked by" column. Low-confidence links are never shown — they wait for human review.

SourceIssuerLinked byLocationIndustryFilingsSold (max)InvestorsMin. investment (latest filing)Active
EDGAR ↗FA FEG ABSOLUTE ACCESS FUND LLCshared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund14$389,180,746
offering Indefinite · similar: $155,000–$5,250,000
153
similar: 4–27
$50,000
similar: $1,000–$100,000
2009–2022
EDGAR ↗FA FEG Absolute Access Fund Ltd.shared people, shared management entity, similar issuer namesGRAND CAYMAN, Cayman Islands (as filed: E9)Pooled Investment Fund2$88,998,640101$100,0002010–2011
EDGAR ↗FE FEG Equity Access Fund Ltd.shared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund8$96,682,163
offering Indefinite · similar: $155,000–$5,250,000
61
similar: 4–27
$250,000
similar: $1,000–$100,000
2010–2016
EDGAR ↗FD FEG Directional Access Fund LLCshared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund8$106,830,309
offering Indefinite · similar: $155,000–$5,250,000
40
similar: 4–27
$50,000
similar: $1,000–$100,000
2010–2017
EDGAR ↗FA FEG Absolute Access Fund I LLCshared people, shared management entity, same business address, similar issuer namesCincinnati, OHPooled Investment Fund9$270,064,587
offering Indefinite · similar: $155,000–$5,250,000
352
similar: 4–27
$50,000
similar: $1,000–$100,000
2011–2022
EDGAR ↗FP FEG Private Opportunities Fund, L.P.shared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund2$122,258,25036$1,000,0002011–2012
EDGAR ↗FP FEG Private Opportunities Fund II, L.P.shared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund3$189,510,000
offering Indefinite · similar: $155,000–$5,250,000
42
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2014–2015
EDGAR ↗FP FEG Private Opportunities Fund III, LPshared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund1$35,450,000
offering Indefinite · similar: $155,000–$5,250,000
6
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2016–2016
EDGAR ↗FD FEG Directional Access TEI Fund LLCshared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund2$65,671,780
offering Indefinite · similar: $155,000–$5,250,000
52
similar: 4–27
$50,000
similar: $1,000–$100,000
2016–2017
EDGAR ↗FP FEG Private Opportunities Fund IV, LPshared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund1$54,250,000
offering Indefinite · similar: $155,000–$5,250,000
15
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2018
EDGAR ↗FS FEG Select LLCshared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund9$4,261,549,957
offering Indefinite · similar: $155,000–$5,250,000
103
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2018–2026
EDGAR ↗FP FEG Private Opportunities Fund V, L.P.shared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund1$86,300,000
offering Indefinite · similar: $155,000–$5,250,000
8
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2020–2020
EDGAR ↗FP FEG Private Opportunities Fund VI, L.P.shared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund1$52,650,000
offering Indefinite · similar: $155,000–$5,250,000
11
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2022–2022
EDGAR ↗CS Curio Select, L.P.shared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund5$200,282,500
offering Indefinite · similar: $155,000–$5,250,000
280
similar: 4–27
$100,000
similar: $1,000–$100,000
2023–2026
EDGAR ↗FP FEG Private Opportunities Fund VII, L.P.shared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund2$385,090,000
offering Indefinite · similar: $155,000–$5,250,000
78
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2024–2025
EDGAR ↗FP FEG Private Opportunities Fund VIII, L.P.shared people, shared management entity, same business address, similar issuer namesCINCINNATI, OHPooled Investment Fund1$83,850,000
offering Indefinite · similar: $155,000–$5,250,000
9
similar: 4–27
$1,000,000
similar: $1,000–$100,000
2026–2026

"Similar" = offerings in the same industry claiming the same exemption, filed in the last 5 years: Pooled Investment Fund / 506(b) (83,801 filings); ranges are the middle half (25th–75th percentile). Computed by PartnerFacts from SEC EDGAR Form D data as of Oct 23, 2026, 5:45 PM ET. Rows without a range: fewer than 30 comparable filings, or not a Rule 506 offering. No ranking or score.

Timeline of offerings

SourceFiledIssuerFormIndustryOfferedSold
EDGAR ↗Jul 7, 2026Curio Select, L.P.D/APooled Investment FundIndefinite$200,282,500
EDGAR ↗Jun 30, 2026FEG Select LLCD/APooled Investment FundIndefinite$4,261,549,957
EDGAR ↗Mar 16, 2026FEG Private Opportunities Fund VIII, L.P.DPooled Investment FundIndefinite$83,850,000
EDGAR ↗Jun 30, 2025FEG Select LLCD/APooled Investment FundIndefinite$3,705,488,062
EDGAR ↗Jun 26, 2025Curio Select, L.P.D/APooled Investment FundIndefinite$166,870,000
EDGAR ↗Mar 3, 2025FEG Private Opportunities Fund VII, L.P.D/APooled Investment FundIndefinite$385,090,000
EDGAR ↗Jul 8, 2024Curio Select, L.P.D/APooled Investment FundIndefinite$127,100,000
EDGAR ↗Jul 8, 2024Curio Select, L.P.D/APooled Investment FundIndefinite$127,100,000
EDGAR ↗Jun 28, 2024FEG Select LLCD/APooled Investment FundIndefinite$2,933,804,387
EDGAR ↗Mar 5, 2024FEG Private Opportunities Fund VII, L.P.DPooled Investment FundIndefinite$206,360,000
EDGAR ↗Jul 6, 2023Curio Select, L.P.DPooled Investment FundIndefinite$8,760,000
EDGAR ↗Jun 30, 2023FEG Select LLCD/APooled Investment FundIndefinite$2,823,620,168
EDGAR ↗Aug 5, 2022FEG Absolute Access Fund I LLCD/APooled Investment FundIndefinite$1,865,362
EDGAR ↗Jul 12, 2022FEG Select LLCD/APooled Investment FundIndefinite$2,590,690,587
EDGAR ↗Mar 21, 2022FEG Private Opportunities Fund VI, L.P.DPooled Investment FundIndefinite$52,650,000
EDGAR ↗Mar 8, 2022FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$3,267,335
EDGAR ↗Aug 6, 2021FEG Absolute Access Fund I LLCD/APooled Investment FundIndefinite$11,851,146
EDGAR ↗Jul 13, 2021FEG Select LLCD/APooled Investment FundIndefinite$2,391,750,783
EDGAR ↗Mar 9, 2021FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$144,110,232
EDGAR ↗Aug 7, 2020FEG Absolute Access Fund I LLCD/APooled Investment FundIndefinite$166,961,300
EDGAR ↗Jul 14, 2020FEG Select LLCD/APooled Investment FundIndefinite$1,557,265,976
EDGAR ↗Jun 24, 2020FEG Private Opportunities Fund V, L.P.DPooled Investment FundIndefinite$86,300,000
EDGAR ↗Mar 10, 2020FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$187,556,018
EDGAR ↗Aug 8, 2019FEG Absolute Access Fund I LLCD/APooled Investment FundIndefinite$231,097,732
EDGAR ↗Jul 19, 2019FEG Select LLCD/APooled Investment FundIndefinite$1,281,543,494
EDGAR ↗Mar 11, 2019FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$235,501,685
EDGAR ↗Jul 23, 2018FEG Select LLCDPooled Investment FundIndefinite$205,181,654
EDGAR ↗Jun 22, 2018FEG Private Opportunities Fund IV, LPDPooled Investment FundIndefinite$54,250,000
EDGAR ↗Mar 9, 2018FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$338,723,123
EDGAR ↗Mar 10, 2017FEG Directional Access Fund LLCD/APooled Investment FundIndefinite$72,509,311
EDGAR ↗Mar 10, 2017FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$368,933,813
EDGAR ↗Mar 10, 2017FEG Directional Access TEI Fund LLCD/APooled Investment FundIndefinite$65,480,577
EDGAR ↗Apr 29, 2016FEG Directional Access TEI Fund LLCDPooled Investment FundIndefinite$65,671,780
EDGAR ↗Mar 10, 2016FEG Equity Access Fund Ltd.D/APooled Investment FundIndefinite$87,068,310
EDGAR ↗Mar 10, 2016FEG Directional Access Fund LLCD/APooled Investment FundIndefinite$95,030,689
EDGAR ↗Mar 10, 2016FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$389,180,746
EDGAR ↗Feb 4, 2016FEG Private Opportunities Fund III, LPDPooled Investment FundIndefinite$35,450,000
EDGAR ↗Apr 13, 2015FEG Private Opportunities Fund II, L.P.D/APooled Investment FundIndefinite$189,510,000
EDGAR ↗Apr 10, 2015FEG Private Opportunities Fund II, L.P.DPooled Investment Fund$189,510,000$189,510,000
EDGAR ↗Mar 10, 2015FEG Equity Access Fund Ltd.D/APooled Investment FundIndefinite$96,682,163
EDGAR ↗Mar 10, 2015FEG Absolute Access Fund I LLCD/APooled Investment FundIndefinite$270,064,587
EDGAR ↗Mar 10, 2015FEG Directional Access Fund LLCD/APooled Investment FundIndefinite$106,830,309
EDGAR ↗Mar 10, 2015FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$343,952,511
EDGAR ↗Apr 11, 2014FEG Private Opportunities Fund II, L.P.DPooled Investment Fund$125,000,000$89,400,000
EDGAR ↗Mar 11, 2014FEG Absolute Access Fund I LLCD/APooled Investment FundIndefinite$201,900,864
EDGAR ↗Mar 11, 2014FEG Directional Access Fund LLCD/APooled Investment FundIndefinite$90,070,440
EDGAR ↗Mar 10, 2014FEG Equity Access Fund Ltd.D/APooled Investment FundIndefinite$75,164,214
EDGAR ↗Mar 10, 2014FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$275,372,772
EDGAR ↗Mar 11, 2013FEG Equity Access Fund Ltd.D/APooled Investment FundIndefinite$68,545,265
EDGAR ↗Mar 11, 2013FEG Directional Access Fund LLCD/APooled Investment FundIndefinite$84,491,334
EDGAR ↗Mar 11, 2013FEG Absolute Access Fund I LLCD/APooled Investment FundIndefinite$155,303,252
EDGAR ↗Mar 11, 2013FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$226,255,967
EDGAR ↗Aug 10, 2012FEG Private Opportunities Fund, L.P.D/APooled Investment FundIndefinite$122,258,250
EDGAR ↗Jul 5, 2012FEG Directional Access Fund LLCD/APooled Investment FundIndefinite$22,878,000
EDGAR ↗Jul 5, 2012FEG Equity Access Fund Ltd.D/APooled Investment FundIndefinite$70,517,500
EDGAR ↗Apr 13, 2012FEG Absolute Access Fund I LLCD/APooled Investment FundIndefinite$143,613,768
EDGAR ↗Mar 9, 2012FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$231,915,632
EDGAR ↗Aug 12, 2011FEG Private Opportunities Fund, L.P.DPooled Investment Fund$100,000,000$43,000,000
EDGAR ↗Jul 7, 2011FEG Directional Access Fund LLCD/APooled Investment FundIndefinite$23,237,337
EDGAR ↗Jul 7, 2011FEG Equity Access Fund Ltd.D/APooled Investment FundIndefinite$53,535,721
EDGAR ↗Apr 15, 2011FEG Absolute Access Fund I LLCDPooled Investment FundIndefinite$100,000,000
EDGAR ↗Mar 11, 2011FEG Absolute Access Fund Ltd.D/APooled Investment FundIndefinite$88,998,640
EDGAR ↗Mar 11, 2011FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$148,421,400
EDGAR ↗Apr 16, 2010FEG Equity Access Fund Ltd.D/APooled Investment FundIndefinite$10,035,000
EDGAR ↗Apr 16, 2010FEG Directional Access Fund LLCDPooled Investment FundIndefinite$16,630,000
EDGAR ↗Apr 15, 2010FEG Equity Access Fund Ltd.DPooled Investment FundIndefinite$16,630,000
EDGAR ↗Mar 12, 2010FEG Absolute Access Fund Ltd.D/APooled Investment FundIndefinite$40,519,171
EDGAR ↗Mar 12, 2010FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$74,495,291
EDGAR ↗Mar 13, 2009FEG ABSOLUTE ACCESS FUND LLCD/APooled Investment FundIndefinite$51,529,886

Activity: 1 new offering in the last 12 months across all issuers in this group (new offering = a Form D that is not an amendment, D/A) · most recent filing Jul 7, 2026. Industry history, as reported on each offering's latest filing: All 17 offerings reported: Pooled Investment Fund (2009–2026).

People across the group

NameRolesIssuers hereFirst → last listed
FE Fund Evaluation Group, LLC entityPromoter, Director13Mar 13, 2009 → Jul 7, 2026
GP Gary R PriceExecutive Officer, Director12Mar 13, 2009 → Mar 16, 2026
MB Mary T BascomExecutive Officer, Director11Aug 12, 2011 → Aug 7, 2020
JT Julie T ThomasExecutive Officer9Feb 4, 2016 → Jun 30, 2026
SH Scott B HarshExecutive Officer, Director9Mar 13, 2009 → Jul 23, 2018
FP FEG Private Investors, LLC entityPromoter, Executive Officer8Aug 12, 2011 → Mar 16, 2026
SF Susan E FasigExecutive Officer, Director7Aug 12, 2011 → Mar 5, 2024
CM Christopher M MeyerExecutive Officer, Director7Mar 13, 2009 → Apr 13, 2015
GD Gregory M DowlingExecutive Officer, Director, Promoter6Mar 13, 2009 → Mar 16, 2026
FP FEG POF LLC entityDirector, Promoter6Feb 4, 2016 → Mar 16, 2026
FI FEG Investors, LLC entityPromoter6Mar 13, 2009 → Aug 5, 2022
IC InterOcean Capital, LLC entityPromoter6Mar 13, 2009 → Mar 10, 2017
MG Maureen K Kiefer-GoldenbergExecutive Officer6Mar 11, 2011 → Apr 13, 2015
AF Anthony L FestaDirector, Executive Officer5Aug 12, 2011 → Jul 7, 2026
PK Paul S KeatingExecutive Officer5Jun 22, 2018 → Jun 30, 2025
RW Ryan S WheelerExecutive Officer5Apr 15, 2011 → Mar 10, 2017
JL J. Alan LenahanExecutive Officer, Director, Promoter5Mar 13, 2009 → Apr 29, 2016
MB Mary A BascomExecutive Officer5Mar 13, 2009 → Jul 5, 2012
DH David C HylandDirector4Apr 15, 2011 → Aug 5, 2022
GH Gregory J HahnDirector4Apr 15, 2011 → Aug 5, 2022
AS Ann Marie SwansonExecutive Officer4Mar 10, 2016 → Apr 29, 2016
RE Rege S EisamanExecutive Officer, Director4Mar 13, 2009 → Mar 10, 2014
RJ Robert D Jennings, IIIDirector, Executive Officer3Jul 23, 2018 → Jun 30, 2026
KM Kyndal Michel MarksExecutive Officer3Mar 9, 2021 → Mar 21, 2022
BF Brian FerkoExecutive Officer3Apr 15, 2011 → Mar 11, 2013
KK Kurt B. KrebsExecutive Officer2Jul 6, 2023 → Jul 7, 2026
NW Nathan WernerExecutive Officer2Mar 5, 2024 → Mar 16, 2026
NB Nolan M. BeanExecutive Officer2Mar 5, 2024 → Mar 16, 2026
FE Fund Evaluation Group Employee Stock Ownership Trust entityPromoter2Mar 9, 2018 → Aug 5, 2022
FE Fund Evaluation Group 2017, Inc. entityPromoter2Mar 9, 2018 → Aug 5, 2022
KC Kevin J ConroyExecutive Officer2Mar 9, 2018 → Aug 5, 2022
KM Kyndal Michel-MarksExecutive Officer2Aug 6, 2021 → Mar 8, 2022
KP Kenton K. PettitExecutive Officer2Mar 13, 2009 → Mar 12, 2010
JR J. Patrick RogersExecutive Officer1Jul 8, 2024 → Jul 7, 2026
CS Curio Select GP, LLC entityDirector1Jul 6, 2023 → Jul 7, 2026
FC FEG Curio Investment Partners, LLC entityDirector1Jul 6, 2023 → Jul 7, 2026
GT Gianna TremoulisExecutive Officer1Jun 26, 2025 → Jul 7, 2026
FI FEG Investment Services LLC entityPromoter1Jul 23, 2018 → Jun 30, 2026
MC Michael C. CiotolaExecutive Officer1Jun 30, 2026 → Jun 30, 2026
SS Susan L. SchraderExecutive Officer1Jul 12, 2022 → Jun 30, 2025
JL John F. LabmeierExecutive Officer1Jul 6, 2023 → Jul 8, 2024
WG William G. GosleeExecutive Officer1Jul 6, 2023 → Jul 6, 2023
RW Rebecca WoodExecutive Officer1Jul 19, 2019 → Jun 30, 2023
FP FEG POF II LLC entityDirector1Apr 11, 2014 → Apr 13, 2015
MB Mar A BascomExecutive Officer1Apr 15, 2010 → Apr 15, 2010

Business registration (state registry / Secretary of State)

None of the 16 issuers has a record in the registries searched.

Registries searched: AL (Alabama Secretary of State — Business Entity Records (arc-sos.state.al.us), searched by issuer name, data as of Oct 24, 2026); CO (Colorado Secretary of State — Business Entities in Colorado (data.colorado.gov), data as of Oct 23, 2026); CT (Connecticut Secretary of the State — Business Registry (data.ct.gov), data as of Oct 24, 2026); FL (Florida Department of State, Division of Corporations — quarterly corporate data file (Sunbiz), data as of Oct 7, 2026); NY (New York Department of State — Corporations and Other Entities (data.ny.gov: All Filings + Active Corporations), data as of Oct 20, 2026); OR (Oregon Secretary of State — Active Businesses, All (data.oregon.gov), data as of Oct 20, 2026); PA (Pennsylvania Department of State — Registered Businesses, Current (data.pa.gov), data as of Oct 6, 2026); TX (Texas Comptroller — Active Franchise Taxpayers incl. Secretary of State file data (data.texas.gov), data as of Oct 24, 2026). Registries of other states have not been searched: many publish no bulk file and require a CAPTCHA or bot challenge on their search page, which we do not bypass (Delaware, for example, offers no public bulk file). A registry listing is the state's own record of the entity; it says nothing about the offering itself.

Adviser registration (Form ADV)

FEG (legal name: FUND EVALUATION GROUP, LLC) — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Jun 30, 2002 · SEC file 801-61324 · Main office: CINCINNATI, OH · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $23,858,830,840 as reported on Form ADV filed Mar 31, 2026 (Item 5.F(2)(c)) · 218 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): WWW.LINKEDIN.COM/COMPANY/FUND-EVALUATION-GROUP ↗

Item 11 disclosure questions as answered on Form ADV filed Mar 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser legal name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

FEG PRIVATE INVESTORS, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Apr 8, 2011 · SEC file 801-72258 · Main office: CINCINNATI, OH · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $1,469,185,038 as reported on Form ADV filed Mar 20, 2026 (Item 5.F(2)(c)) · 7 accounts (Item 5.F(2)(f))

Item 11 disclosure questions as answered on Form ADV filed Mar 20, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

FEG INVESTMENT SERVICES, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Nov 18, 2016 · SEC file 801-108644 · Main office: CINCINNATI, OH · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $2,230,684,322 as reported on Form ADV filed Mar 25, 2026 (Item 5.F(2)(c)) · 1 accounts (Item 5.F(2)(f))

Item 11 disclosure questions as answered on Form ADV filed Mar 25, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

FEG CURIO INVESTMENT PARTNERS, LLC — SEC-registered investment adviser · SEC registration status as reported: “Approved” since Nov 29, 2022 · SEC file 801-126960 · Main office: CINCINNATI, OH · IAPD record ↗ · Form ADV filing (PDF) ↗

Regulatory assets under management: $195,280,839 as reported on Form ADV filed Jul 31, 2026 (Item 5.F(2)(c)) · 18 accounts (Item 5.F(2)(f))

Websites listed on Form ADV (Item 1.I): www.feg.com/curio ↗

Item 11 disclosure questions as answered on Form ADV filed Jul 31, 2026: 0 of 24 answered “Yes”
  • No — Form ADV Item 11 asks: “Do any of the events below involve you or any of your supervised persons?”
  • No — Form ADV Item 11A(1) asks: “A. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to any felony?”
  • No — Form ADV Item 11A(2) asks: “A. (2) been charged with any felony?”
  • No — Form ADV Item 11B(1) asks: “B. In the past ten years, have you or any advisory affiliate: (1) been convicted of or pled guilty or nolo contendere ("no contest") in a domestic, foreign, or military court to a misdemeanor involving: investments or an investment-related business, or any fraud, false statements, or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, extortion, or a conspiracy to commit any of these offenses?”
  • No — Form ADV Item 11B(2) asks: “B. (2) been charged with a misdemeanor listed in Item 11.B(1)?”
  • No — Form ADV Item 11C(1) asks: “C. Has the SEC or the Commodity Futures Trading Commission (CFTC) ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11C(2) asks: “C. (2) found you or any advisory affiliate to have been involved in a violation of SEC or CFTC regulations or statutes?”
  • No — Form ADV Item 11C(3) asks: “C. (3) found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11C(4) asks: “C. (4) entered an order against you or any advisory affiliate in connection with investment-related activity?”
  • No — Form ADV Item 11C(5) asks: “C. (5) imposed a civil money penalty on you or any advisory affiliate, or ordered you or any advisory affiliate to cease and desist from any activity?”
  • No — Form ADV Item 11D(1) asks: “D. Has any other federal regulatory agency, any state regulatory agency, or any foreign financial regulatory authority: (1) ever found you or any advisory affiliate to have made a false statement or omission, or been dishonest, unfair, or unethical?”
  • No — Form ADV Item 11D(2) asks: “D. (2) ever found you or any advisory affiliate to have been involved in a violation of investment-related regulations or statutes?”
  • No — Form ADV Item 11D(3) asks: “D. (3) ever found you or any advisory affiliate to have been a cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11D(4) asks: “D. (4) in the past ten years, entered an order against you or any advisory affiliate in connection with an investment-related activity?”
  • No — Form ADV Item 11D(5) asks: “D. (5) ever denied, suspended, or revoked your or any advisory affiliate's registration or license, or otherwise prevented you or any advisory affiliate, by order, from associating with an investment-related business or restricted your or any advisory affiliate's activity?”
  • No — Form ADV Item 11E(1) asks: “E. Has any self-regulatory organization or commodities exchange ever: (1) found you or any advisory affiliate to have made a false statement or omission?”
  • No — Form ADV Item 11E(2) asks: “E. (2) found you or any advisory affiliate to have been involved in a violation of its rules (other than a violation designated as a "minor rule violation" under a plan approved by the SEC)?”
  • No — Form ADV Item 11E(3) asks: “E. (3) found you or any advisory affiliate to have been the cause of an investment-related business having its authorization to do business denied, suspended, revoked, or restricted?”
  • No — Form ADV Item 11E(4) asks: “E. (4) disciplined you or any advisory affiliate by expelling or suspending you or the advisory affiliate from membership, barring or suspending you or the advisory affiliate from association with other members, or otherwise restricting your or the advisory affiliate's activities?”
  • No — Form ADV Item 11F asks: “F. Has an authorization to act as an attorney, accountant, or federal contractor granted to you or any advisory affiliate ever been revoked or suspended?”
  • No — Form ADV Item 11G asks: “G. Are you or any advisory affiliate now the subject of any regulatory proceeding that could result in a "yes" answer to any part of Item 11.C., 11.D., or 11.E.?”
  • No — Form ADV Item 11H(1)(a) asks: “H. (1) Has any domestic or foreign court: (a) in the past ten years, enjoined you or any advisory affiliate in connection with any investment-related activity?”
  • No — Form ADV Item 11H(1)(b) asks: “H. (1)(b) ever found that you or any advisory affiliate were involved in a violation of investment-related statutes or regulations?”
  • No — Form ADV Item 11H(1)(c) asks: “H. (1)(c) ever dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or any advisory affiliate by a state or foreign financial regulatory authority?”
  • No — Form ADV Item 11H(2) asks: “H. (2) Are you or any advisory affiliate now the subject of any civil proceeding that could result in a "yes" answer to any part of Item 11.H(1)?”

Answers as filed by the adviser on Form ADV Part 1A, Item 11; question text quoted from the form. Details of each “Yes” are in the Disclosure Reporting Pages of the Form ADV (PDF) ↗.

Matched on management entity listed on Form D = adviser name, business address on Form ADV = address on Form D · Form ADV data: SEC Investment Adviser Information Report (SEC-registered advisers), file dated 2026-10-02, loaded Oct 23, 2026, 8:39 PM ET · IAPD record last checked Oct 23, 2026, 8:36 PM ET

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