Fund Evaluation Group Revenue and Competitors

Location

$711M

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • Fund Evaluation Group's estimated annual revenue is currently $22.1M per year.(i)
  • Fund Evaluation Group's estimated revenue per employee is $139,750
  • Fund Evaluation Group's total funding is $711M.

Employee Data

  • Fund Evaluation Group has 158 Employees.(i)
  • Fund Evaluation Group grew their employee count by 7% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$0M1-67%$3MN/A
#2
$379.7M0N/A$30.5MN/A
#3
$6.2M55-4%$3.4MN/A
#4
$0.8M10-50%N/AN/A
#5
$72.3M4380%$609.1MN/A
#6
$0M2-75%$10MN/A
#7
$56.2M346-7%N/AN/A
#8
$11.4M88N/AN/AN/A
#9
$84.7M5219%N/AN/A
#10
$4.2M40-11%N/AN/A
Add Company

Fund Evaluation Group (FEG) was founded in 1988 in response to institutions seeking better solutions for their investment portfolios. During the 1980s, the investments of organizations, especially portfolios of small to mid-sized institutions, were characterized by a lack of diversification among asset classes and investment managers. A typical portfolio was invested by one manager in a balanced account of U.S. large cap stocks and high quality bonds. The fixed income allocation often comprised nearly half of the portfolio. FEG provided a solution for these organizations that lacked the resources and education to develop a well-diversified investment program. FEG established the firm in Cincinnati, Ohio with 30 clients and five team members. Initially, FEG's clients were defined benefit plans, however the client base quickly became diversified among retirement plans, not-for-profits, insurance companies, and high net worth individuals. Growing primarily through referrals, by 1995, FEG had become a national investment consulting firm with approximately $10 billion in assets and 28 team members. In 2002, the two majority partners sold FEG to a regional financial institution. The minority partners, that provided the consulting relationships to the firm's clients, remained at FEG. In 2005, the same minority partners plus 5 additional key employees acquired FEG from the regional financial institution. The firm is once again independently owned, but with expanded ownership, which is paramount to the continuity and future of FEG. Today, not-for-profit organizations comprise the majority of our client base, although it continues to be diversified among retirement plans, insurance companies and high net worth individuals. Additionally, our services have expanded to include financial intermediaries. Our continued growth has resulted in FEG becoming an international investment advisory firm, with over 70 employees, approximately $30 billion in assets under advisement, and additional offices in Indianapolis, Indiana, Detroit, Michigan, and Rexburg, Idaho.

keywords:N/A

$711M

Total Funding

158

Number of Employees

$22.1M

Revenue (est)

7%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Fund Evaluation Group News

2022-04-17 - XpresSpa Group, Inc. (NASDAQ:XSPA) Director Robert ...

Fund Evaluation Group LLC purchased a new position in shares of XpresSpa Group during the fourth quarter valued at approximately $38,000.

2022-04-17 - Nonprofit organizations in Gainesville awarded more than $6 ...

Out of the 46 nonprofit organizations that applied for funding, ... The Evaluation Team reviewed applications and individually scored...

2022-04-17 - NC State College of Education Awarded $2.5 Million in ...

Callie Wombie Edwards, associate director of Program Evaluation and ... Wellcome Fund, will help a Friday Institute research team and NC...

2019-08-23 - Swiss fintech startup Numbrs joins unicorn club with a new round of €36 million from private investors

Photo credit: Pavol Delej, Centralway CC BY-SA 4.0 Zurich-based fintech startup Numbrs has raised an additional €36 million, bringing the total raised by the startup to over €200 million and its valuation to over €1 billion, making it Europe’s newest unicorn. The funding comes primarily from pr ...

2019-01-08 - FEG Private Investors Closes Fourth Fund of Funds, at $165M

FEG Private Investors, LLC, an affiliate of Fund Evaluation Group, LLC, closed its fourth private capital fund of funds, FEG Private Opportunities Fund IV, L.P. (the Fund) on December 31, 2018. The fund closed with $165m in capital commitments, surpassing its target of $150m. As with prior fund ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$15M15810%N/A
#2
$31.5M1592%N/A
#3
$50.2M159-4%N/A
#4
$40M160-3%N/A
#5
$35M160-3%N/A