Fund Evaluation Group Overview

  • Founded
  • 1988
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 125
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 2
  • Investments
  • 1

Fund Evaluation Group General Information

Description

Provider of investment consulting services to institutional clients. The company's services include investment consulting, outsourced chief investment officer services and research services, enabling their clients to achieve their goals through superior investment performance, objective insights, and pragmatic research.

Contact Information

Website
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Consulting Services (B2B)
Other Industries
Other Financial Services
Primary Office
  • 201 East Fifth Street
  • Suite 1600
  • Cincinnati, OH 45202
  • United States
+1 (513) 000-0000
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Fund Evaluation Group Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Fund Evaluation Group Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of investment consulting services to institutional clients. The company's services include investment consultin
Consulting Services (B2B)
Cincinnati, OH
125 As of 2020
000000&0

00000000

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00000 000000000 00000000
Cleveland, OH
00 As of 0000
000000000 -
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Fund Evaluation Group Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
0000000000 Private Equity-Backed Cleveland, OH 00 000000000 -
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Fund Evaluation Group Executive Team (72)

Name Title Board Seat Contact Info
Rebecca Wood President & Chief Executive Officer
Lisa Hague Chief Financial Officer
Robert Jennings Chief Operating Officer
David Center Managing Director of Institutional Services
Gary Price Managing Director of Institutional Services
You’re viewing 5 of 72 executive team members. Get the full list »

Fund Evaluation Group Board Members (2)

Name Representing Role Since
00000000 0000 Self Investment Advisory Board Member 000 0000
000000 0000000 Self Investment Advisory Board Member 000 0000
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Fund Evaluation Group Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Fund Evaluation Group Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Fund Evaluation Group Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
00000 00000000 & 0 30-Nov-2016 000000000000000000 Other Financial Services 00000 00000
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Fund Evaluation Group Subsidiaries (1)

Company Name Industry Location Founded
000 0000000 000000 Investment Advisor Cincinnati, OH
To view Fund Evaluation Group’s complete subsidiaries history, request access »