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MFWire: Manning & Napier Funds
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Manning & Napier Advisors, Inc.
290 Woodcliff Drive
Fairport, NY  14450
Google Maps

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

  • Background:
    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.
    Sponsored Opportunities

    Key People:
    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
    Story Archive for Manning & Napier Advisors, Inc.
    Published On Story Headline Publication
    10/25/2022 A 276-Employee Fund Firm Goes Private MFWire.com
    10/4/2022 Mr. Market Took Fund Firms Down 13 Percent In September, But ... MFWire.com
    9/29/2022 A 274-Employee Fund Firm Pushes Its Sale Back MFWire.com
    8/8/2022 Week In Preview, August 8 - August 14 MFWire.com
    6/16/2022 Innovator Repeats, Yet Small Firms' Outflows Double MFWire.com
    6/2/2022 Mister Market Smiled On Fund Firms In May MFWire.com
    5/3/2022 Most Fund Firms Felt Mister Market's April Pain MFWire.com
    4/5/2022 11 Years Post-IPO, a 52-Year-Old Fund Firm Sells MFWire.com
    3/3/2022 Mister Market Is Hitting Fund Firms Harder In 2022, But ... MFWire.com
    2/7/2022 Week In Preview, February 7 - February 13 MFWire.com
    3/12/2021 100 Fund Firms Win Big, With Morgan Stanley Leading the Pack MFWire.com
    3/12/2021 The Pandemic Hasn't Dispelled Mister Market's Love of Fund Firms MFWire.com
    7/31/2020 A 50-Year-Old Fund Firm's Chief Succeeds Its Co-Founder MFWire.com
    4/27/2020 Then a Public MF Shop Turned Down Stimulus Funds MFWire.com
    4/23/2020 A 50-Year-Old Fund Firm Wins Stimulus Funds MFWire.com
    3/17/2020 A Very Bad Monday MFWire.com
    3/9/2020 Asset Managers Slip As the NYSE Circuit Breaker Trips MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/28/2020 As Markets Swoon, Asset Managers Fall Nearly 12 Percent MFWire.com
    12/16/2019 Small Fund Firms' Outflows Plunge MFWire.com
    11/5/2019 Mayer Envisions a Nimbler, Leaner, Less Complicated Manning MFWire.com
    9/5/2019 "We Still Need to Run Leaner But" MFWire.com
    8/6/2019 A Rough Week? How About a Rough 12 Months? MFWire.com
    7/29/2019 Week In Preview, July 29-August 4 MFWire.com
    3/14/2019 Small Fund Firms' Flows Fall 50 Percent MFWire.com
    2/26/2019 Three Months, $1.311B MFWire.com
    2/12/2019 Manning's New CEO Creates a Broad, Flat Organization MFWire.com
    2/4/2019 Week In Preview, February 4-10 MFWire.com
    1/31/2019 A Triumvirate Cedes Power to a Sole CEO MFWire.com
    12/19/2018 In November, a PE Titan Took the Lead MFWire.com
    12/19/2018 Asset Managers Fall 31 Percent MFWire.com
    10/11/2018 Bad Day? Asset Managers Are Having a Bad Year. MFWire.com
    8/3/2018 As AUM Slips, a $23B-AUM Shop Slims Down By 10 Percent MFWire.com
    5/2/2018 Ark Takes the Lead MFWire.com
    4/23/2018 Week In Preview, April 23-29 401kWire.com
    3/29/2018 Two Niche ETF Shops Lead the Small Firm Pack MFWire.com
    3/13/2018 Manning Passes the Reins to a Triumvirate MFWire.com
    12/27/2017 Global X and AlphaCentric Stay on Top MFWire.com
    11/29/2017 Global X Tops Inflows Twice in a Row MFWire.com
    11/27/2017 A GRP Shop Hires a Manning Vet 401kWire.com
    10/3/2017 Credit Suisse and ETC Had a Big Month MFWire.com
    9/11/2017 Filings For Fundsters - September 11, 2017 MFWire.com
    8/24/2017 New Fund Fuss - August 24, 2017 MFWire.com
    8/24/2017 ETC Breaks $1B and Nationwide Shines MFWire.com
    7/24/2017 USCF and Edgewood Had a Fantastic June! MFWire.com
    7/5/2017 GlobalX, Angel Oak, and IndexIQ Climb the Ranks! MFWire.com
    6/27/2017 Follow the Fundsters - June 27, 2017 MFWire.com
    6/26/2017 Week In Preview, June 26-July 2 MFWire.com
    5/19/2017 Filings for Fundsters - May 19, 2017 MFWire.com
    5/12/2017 Hennessy Buys a $565MM Trio of Funds MFWire.com
    5/8/2017 Eye for Earnings - May 8, 2017 MFWire.com
    4/26/2017 Filings for Fundsters - April 26, 2017 MFWire.com
    4/18/2017 Follow the Fundsters - April 18, 2017 MFWire.com
    3/6/2017 Filings for Fundsters - March 6, 2017 MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    2/13/2017 Eye for Earnings - February 13, 2017 MFWire.com
    12/14/2016 Mutual Fund Milestones - December 14, 2016 MFWire.com
    11/10/2016 Mister Market Smiles On Asset Managers After Trump's Big Win MFWire.com
    11/9/2016 PMs Ponder President Trump MFWire.com
    10/31/2016 Debunking Fiduciary Reg Myths, DC I-O Style 401kWire.com
    10/28/2016 Eye for Earnings - October 28, 2016 MFWire.com
    8/26/2016 Filings for Fundsters - August 26, 2016 MFWire.com
    7/29/2016 Eye for Earnings -- July 29, 2016 MFWire.com
    7/14/2016 A Manning C-Suiter Switches Industries MFWire.com
    5/16/2016 As Manning Seals the Deal, a Top Rainier Exec Departs MFWire.com
    4/20/2016 Manning Returns His Namesake Fund Firm to a Familiar Structure MFWire.com
    4/20/2016 Cunningham Retires From Manning MFWire.com
    1/4/2016 Mr. Market Smiles On Two Fund Firms As the Dow Tumbles MFWire.com
    12/28/2015 Manning's 2nd Acquisition Has a DC I-O-Tinted Silver Lining 401kWire.com
    12/23/2015 Manning and Napier Invests In a Traditional Shop and Hungers For Alts MFWire.com
    12/18/2015 Manning and Napier Buys a $3B Shop On the West Coast MFWire.com
    5/14/2015 Here's How Manning Looks Post-Research Shakeup MFWire.com
    4/23/2015 The Most Underpaid Fundster CEO Is Not Who You Think MFWire.com
    2/11/2015 Acquisitions Take Center Stage at Manning and Napier MFWire.com
    2/9/2015 DC I-O Will Be Manning's Primary Driver of Growth in 2015 401kWire.com
    11/13/2013 October AUM Update: Cohen and Steers Leads MFWire.com
    9/16/2013 A Manning PM Talks Fed Tapering MFWire.com
    8/9/2013 Fund Firms Are Getting The Facebook Bug MFWire.com
    8/5/2013 Three Things to Know From MN's Q2 2013 Earnings MFWire.com
    8/1/2013 An Assistant Fund CFO Resigns MFWire.com
    5/2/2013 Three Things to Know From Manning's Earnings MFWire.com
    3/26/2013 M* Analysts Target Another Category MFWire.com
    2/14/2013 Three Things to Know From Manning and Napier's Earnings MFWire.com
    11/27/2012 Manning Advances into Income and Retirement MFWire.com
    11/19/2012 Manning Adds an Independent Director MFWire.com
    11/2/2012 Manning & Napier Shows Q3 Outflows, But Stock Rises MFWire.com
    9/26/2012 Forbes Takes a World Tour with Manning & Napier MFWire.com
    8/27/2012 Manning & Napier Debuts Income-Generating Funds MFWire.com
    8/7/2012 Stork and Reaper for August 7, 2012 MFWire.com
    8/2/2012 Bill Gross' Paycheck Was Number Two MFWire.com
    8/1/2012 Stork and Reaper for August 1, 2012 MFWire.com
    7/26/2012 Target Date Funds Are Turning to ETFs MFWire.com
    6/27/2012 Cunningham Aims Manning & Napier at 401ks MFWire.com
    6/26/2012 Kinnel Spotlights Funds from Four Institutional Heavyweights MFWire.com
    5/24/2012 Saibus Praises Manning and Napier MFWire.com
    5/4/2012 Manning & Napier Still Expands, Reports First Profit MFWire.com
    4/23/2012 A Manning and Napier Board Member Dies MFWire.com
    3/22/2012 A Private Equity Exec Joins Manning & Napier's Board MFWire.com
    12/23/2011 Manning & Napier Execs Get Gift of Gab for X-Mas MFWire.com
    11/18/2011 Manning and Napier Barely Climbs on Day 1 MFWire.com
    11/18/2011 The Price is Low on Manning and Napier's IPO... MFWire.com
    11/15/2011 Vanguard Dominates Morningstar's New Ratings MFWire.com
    11/15/2011 Manning & Napier's IPO Could Make it an Acquirer MFWire.com
    11/14/2011 Manning & Napier IPO Expected This Week MFWire.com
    10/31/2011 Manning & Napier is Tops in Rochester MFWire.com
    9/15/2011 Hatteras Wins Praise for 261 Percent Growth MFWire.com
    7/11/2011 Three Fund Firms Have Made Official IPO Plans: Who's Next? MFWire.com
    7/8/2011 A New York Asset Manager Files for an IPO MFWire.com
    4/4/2011 Berkowitz Bucks Bear Market Trend MFWire.com
    7/23/2010 Manning & Napier's DC I-O Point Man Moves On 401kWire.com
    6/17/2010 Manning & Napier Picks a CEO MFWire.com
    1/14/2010 Van Eck, Manning & Napier and Matthews Asia Grew Faster in '09 Than Any Other Active Fund Managers MFWire.com
    1/6/2010 Will Manning and Napier Take Up Bill Miller's Mantle? MFWire.com
    11/19/2009 Who Made it to Morningstar's Manager of the Decade Shortlist? MFWire.com
    6/8/2009 A Health-Care Fund Gains a WSJ Nod for Performance MFWire.com
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