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Fund Evaluation Group

Fund Evaluation Group
1988 FOUNDED
M&A STATUS
51-60 EMPLOYEES
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
1 INVESTMENTS
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.

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

Fund Evaluation Group Valuation and Funding

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

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Fund Evaluation Group Competitors (1)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
000 0000000 Corporation Moscow, Russia
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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
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Fund Evaluation Group Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Fund Evaluation Group Executive Team (71)

Name Title Board
Seat
Contact
Info
Mary Bascom Chief Financial Officer
Robert Jennings Chief Operating Officer
David Center Managing Director of Institutional Services
Gary Price Managing Director of Institutional Services
Richard Grzymajlo Managing Director of Institutional Services

20 Former Executives

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Fund Evaluation Group Board Members (2)

Name Representing Role Since Contact
Info
00000000 0000 Self Investment Advisory Board Member 000 0000
000000 0000000 Self Investment Advisory Board Member 000 0000