7250 Redwood Boulevard |
Novato, CA 94945
Main Phone: 415-899-1555
Mutual Fund Brand(s)
Stock Data: SEC Filings | Yahoo! Quote
SEC Fund Filings by CIK
Hennessy Advisors, Inc., the investment advisor to the Hennessy Funds, was founded in 1989 in the San Francisco Bay Area by Neil J. Hennessy, who had been a successful stockbroker, branch, regional, and divisional manager for Paine Webber. |
The firm became an SEC-registered investment advisor in 1990 and expanded from serving individual clients to managing open-end mutual funds. Their first fund, the Hennessy Balanced Fund opened in 1996, followed soon thereafter by the Hennessy Total Return Fund in 1998.
Following seven successful, strategic acquisitions, the Hennessy family of products now includes 16 mutual funds covering domestic equity, sector and specialty, balanced and fixed income categories.
Its total AUM as of March 31, 2017 is around $6.8 to $7 billion.
President and Chief Executive Officer, Hennessy Advisors, Inc.
Vice President of Marketing, Hennessy Funds
Co-Portfolio Manager, Hennessy Funds, Hennessy Funds
Director, Executive Vice President, COO, CFO, and Secretary, Hennessy Advisors, Hennessy Advisors, Inc.
Director, Executive Vice President, Hennessy Advisors, Inc.
|Brian Carlson |
SVP, Head of Distribution, Hennessy Funds, Hennessy Management Group
VP, Portfolio Manager, Hennessy Funds, Hennessy Advisors
SVP, Portfolio Manager, Hennessy Funds, Hennessy Advisors