FEG Curio Investment Partners, LLC
SEC RegisteredPartnering in Your Success
About the firm
FEG Curio Investment Partners helps advisory firms, wealth platforms, and financial intermediaries expand their investment capabilities through private market access, custom research support, and risk-managed portfolio solutions. Backed by the resources of FEG, the firm provides access to institutional-quality research, comprehensive investment databases, and decades of advisory experience. FEG is 100% employee owned with over $20B in alternatives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Outsourced CIO, advisory services, and private wealth solutions, including private market access, custom research support, risk-managed portfolio solutions, centralized capital call management, consolidated reporting, manager-level tax coordination, and institutional-quality research.
Who they serve
Advisory firms, wealth platforms, financial intermediaries, financial advisors, and family offices, as well as endowments and foundations, healthcare organizations.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 14 | $2.8M |
| Pension/Profit Sharing Plans | 1 | $190M |
Leadership
Office locations
Regulatory & compliance
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FEG Curio Investment Partners, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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