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Manning and Napier Inc
290 Woodcliff Dr
Phone: (585) 325-6880p:585 325-6880 FAIRPORT, NY  14450-4212  United States Fax: (585) 325-1984f:585 325-1984

This company ceased filing statements with the SEC on 10/31/2022.
On 10/21/2022, the Company was acquired by Callodine Group LLC.
This company is no longer actively traded on any major stock exchange.

Business Summary
Manning & Napier, Inc. is an independent investment management firm. The Company provides its clients with a range of financial solutions and investment strategies, including wealth management services. The Company’s investment strategies are powered by multiple research engines, employing fundamental and quantitative approaches, and are offered as both single- and multi-asset class portfolios. The Company primarily provides investment management services to separately managed accounts, mutual funds and collective investment trust funds. The Company's separate accounts are primarily distributed through wealth management sales channel, where its financial consultants form relationships with high-net-worth individuals, endowments, foundations, and retirement plans. Its mutual funds and collective investment trusts are primarily distributed through financial intermediaries, including brokers, financial advisors, retirement plan advisors and platform relationships.
(Source: 10-K)

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
-YesYesYes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
6/30/202212/31/2021YesYes--Yes

Industries
SIC Code Description
6282 Investment advice

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board, Chief Executive Officer Marc O.Mayer 64 7/30/2020 1/30/2019
Chief Financial Officer Paul J.Battaglia 43 3/26/2018 3/26/2018
Chief Technology Officer Christopher P.Briley 51 3/20/2019 3/20/2019
11 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
2100 XENON GROUP LLC 430 W. ERIE ST CHICAGO IL
Rainier Investment Management, LLC 601 Union Street Seattle WA United States

Business Names
Business Name
2100 Xenon Group, LLC
Manning & Napier Advisors, LLC
Manning & Napier Group, LLC
4 additional Business Names available in full report.

General Information
Number of Employees: 270 (As of 12/31/2021)
Outstanding Shares: 19,124,332 (As of 8/4/2022)
Shareholders: 25
Stock Exchange: NYSE
Federal Tax Id: 452609100
Fax Number: (585) 325-1984


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Friday, March 22, 2024