290 Woodcliff Drive
Fairport, NY 14450
Google Maps
Contact
Main Phone: 585-325-6880
Web Site:
http://www.manning-napier.com
Mutual Fund Brand(s)
Manning & Napier Funds
Research Links
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
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Background:
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In October 2022, Callodine Group bought Manning & Napier as planned, taking the fund firm private in a $293-million deal.
Founded in 1970 by namesakes Bill Manning and Bill Napier, Manning & Napier is based in Fairport, New York, outside Rochester, with additional offices in Ohio and Florida. It is a subsidiary of Boston-based Callodine Group. (Callodine's other subsidiaries include: a shop that invests in dividend-paying equities strategies; an asset-based loan provider; a mezzanine debt and structured capital solutions provider; a BDC manager; and a commercial real estate lending firm.)
Manning & Napier offers more than 20 funds in the stock, foreign stock, life cycle, taxable bond, and tax exempt bond asset allocations. The firm offers mutual fund products to both individual and institutional investors. The company emphasizes a team-based investing approach that focuses on maximizing long-term absolute returns through an active and flexible process.
Manning & Napier IPOed on November 18, 2011. Its stock traded on the New York Stock Exchange under the ticker symbol "MN." Yet the firm was still majority-owned by Bill Manning himself and other employees.
In May 2016, Manning bought a 75-percent stake in Seattle-based mutual fund shop Rainier Investment Management.
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Sponsored Opportunities
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Key People:
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Bill Manning
Co-Founder, Chairman, Director of Investment Process, Manning & Napier Investor Services, Inc. | Marc Mayer
CEO, Chairman, Manning & Napier | Richard Goldberg
Board Member / Senior Advisor, Manning & Napier / Needham & Company | Ebrahim Busheri
Director of Investments, Manning & Napier Advisors | Richard Yates
Chief Legal Officer, Secretary, Manning & Napier Advisors | Beth Galusha
Principal Financial Officer, Manning & Napier | Jeff Herrmann
Co-Director of Research, Co -Head of Global Equities, Manning & Napier | Tom Anderson
Managing Director, Intermediary Distribution, Wealth Management Sales Team, Manning & Napier | Nikki Hamblin
Director of Retirement Plan Services, Global Retirement Partners | Nicole Kingsley-Brunner
Chief Marketing Officer, Manning & Napier Advisors |
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