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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 10b 100b

MANNING & NAPIER ADVISORS, LLC

CRD 105992

FAIRPORT, NY

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Search this name across graphsid dfx:ria:efeea3d9-8fd2-c067-cd87-cbdb8aa9d0a4

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 146
Dated events: 40
On other graphs: 0
Observed: Mar 30, 2012 to Jun 23, 2026
58 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.34 fund_share=0.31 institutional_share=0.26 related_bd=true related_bank=true bd_reps=80.0
Regulatory AUM: $17BItem 5.F on the latest filing (2026-06-23); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $17B
Private client RAUM: $5.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 34%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 42
RAUM per advisor: $405Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 195
Advisory employees: 159
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 6,965
Individual clients: 1,475
High net worth clients: 1,549
Custody, client assets: $0
SEC number: 801-10733
CIK: 62039
CRD: 105992
Filings on the tape: 58
First filed: Mar 30, 2012
Latest filed: Jun 23, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 42

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CRAIG STEPHEN ABBOTT	n/a	Victor, NY \| FAIRPORT, NY	27	28	n/a	yes
DAVID LEE IMMONEN	Chartered Financial Analyst	FAIRPORT, NY \| Pittsburgh, PA	20	30	1	yes
CHRISTOPHER KYLE RYAN	n/a	Westerville, OH \| FAIRPORT, NY	19	28	1	yes
AARON THOMAS MCGREEVY	n/a	WORTHINGTON, OH \| DUBLIN, OH \| FAIRPORT, NY	18	22	n/a	yes
WILLIAM GREGORY HOLDEN	n/a	FAIRPORT, NY \| ST PETERSBURG, FL \| St. Petersburg, FL	17	20	n/a	yes
REBECCA K. Galliford	n/a	West Henrietta, NY \| FAIRPORT, NY	15	15	n/a	yes
ETHAN BENJAMIN MCKENNEY	Certified Financial Planner	Webster, NY \| FAIRPORT, NY	12	13	n/a	yes
Caleb Humbert	n/a	Syracuse, NY \| FAIRPORT, NY	5	10	2	yes
CATHY PEREIRA	Certified Financial Planner	FAIRPORT, NY \| Pittsford, NY	5	13	n/a	yes
DANA FARR VOSBURGH	Certified Financial Planner	Rochester, NY \| FAIRPORT, NY	5	13	n/a	yes
SAMANTHA MARIE LAREW	n/a	Rochester, NY \| FAIRPORT, NY	5	21	1	yes
FRANK EDWARD LESCZINSKI	n/a	FAIRPORT, NY \| PITTSFORD, NY	5	21	3	yes
DOUGLAS R HILFIKER	n/a	Webster, NY \| FAIRPORT, NY	5	17	3	yes
ROBIN COCHRANE YACOVETTA	Certified Financial Planner	MABLETON, GA \| FAIRPORT, NY	4	18	2	yes
CHELSEA ANN SEIBEL	Certified Financial Planner	FAIRPORT, NY \| Estero, FL	4	14	3	yes
NOAH LANDES ORDWAY	n/a	FAIRPORT, NY \| Indian Land, SC	4	21	2	yes
SUSAN ALEXANDRA PILON	Certified Financial Planner	FAIRPORT, NY \| St. Petersburg, FL \| Saint Petersburg, FL	4	25	7	yes
Annleah Rosemarie Jones Culberson	n/a	St. Petersburg, FL \| Wimauma, FL \| FAIRPORT, NY	3	10	n/a	yes
Amelia Judith Gage	n/a	FAIRPORT, NY \| Dover, NH \| Portsmouth, NH	3	13	2	yes
Ryan Timothy Willis	n/a	FAIRPORT, NY \| Columbus, OH \| Dublin, OH	3	11	1	yes
Steven C Futoran	n/a	St. Augustine, FL \| FAIRPORT, NY	3	32	2	yes
Timothy Alan O'Leary	n/a	FAIRPORT, NY \| West Chester, PA	2	28	3	yes
Mark Ricci	n/a	FAIRPORT, NY \| Wexford, PA	2	19	n/a	yes
Crysten Marie Parker	n/a	SW Marietta, GA \| FAIRPORT, NY	2	14	n/a	yes
MARGARET STRONG JEFFRIES	Certified Financial Planner	Rochester, NY \| FAIRPORT, NY	2	15	n/a	yes

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
MN XENON MANAGED FUTURES MASTER FUND LTD.	Hedge Fund	$4.4M	Mar 28, 2016	5	Mar 26, 2012	dropped	021-107863

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BATTAGLIA, PAUL, JOHN	CHIEF FINANCIAL OFFICER / PRESIDENT	Na	yes	03/2018	Jun 23, 2026	Jun 23, 2026
HOLDEN, WILLIAM, GREGORY	PRESIDENT, WEALTH MANAGEMENT	Na	yes	03/2026	Jun 23, 2026	Jun 23, 2026
Kingsley Brunner, Nicole	CHIEF GROWTH OFFICER, WEALTH MANAGEMENT	Na	yes	07/2021	Jun 23, 2026	Jun 23, 2026
MANNING & NAPIER GROUP, LLC	MANAGING MEMBER	E	yes	10/2011	Jun 23, 2026	Jun 23, 2026
MCGREEVY, AARON, THOMAS	PRESIDENT, ASSET MANAGEMENT	Na	yes	07/2021	Jun 23, 2026	Jun 23, 2026
Morabito, Scott, James	CHIEF OPERATING OFFICER	Na	yes	04/2021	Jun 23, 2026	Jun 23, 2026
BRILEY, CHRISTOPHER, PICKETT	CHIEF TECHNOLOGY OFFICER	Na	yes	03/2019	Mar 22, 2019	Sep 30, 2024
BUSHALLOW, MARC, EDWARD	MANAGING DIRECTOR, FIXED INCOME; EXECUTIVE GROUP MEMBER	Na	yes	01/2024	Mar 18, 2024	Sep 30, 2024
CALLODINE AGGREGATOR, LLC	Owner	E	yes	03/2022	Nov 14, 2022	Sep 30, 2024
CALLODINE GROUP, LLC	Owner	D	yes	03/2022	Nov 14, 2022	Sep 30, 2024
CALLODINE MIDCO, INC.	Owner	E	yes	04/2022	Nov 14, 2022	Sep 30, 2024
CALLODINE MN HOLDINGS, INC.	Owner	E	yes	03/2022	Nov 14, 2022	Sep 30, 2024
EAST ASSET MANAGEMENT. LLC	Owner	C	yes	03/2022	Nov 14, 2022	Sep 30, 2024
GREEN, STACEY, JONES	HEAD OF HUMAN RESOURCES	Na	yes	04/2021	Jul 30, 2021	Sep 30, 2024
MANNING & NAPIER, INC.	SOLE MANAGING MEMBER	E	yes	06/2011	Mar 30, 2012	Sep 30, 2024
MAYER, MARC, ORLANS	Ceo	Na	yes	01/2019	Feb 7, 2019	Sep 30, 2024
Morrow, James, Stuart	Owner	E	yes	10/2022	Nov 14, 2022	Sep 30, 2024
PEGULA, KIM, SUANNE	Owner	D	yes	01/2018	Nov 14, 2022	Sep 30, 2024
PEGULA, TERRENCE, MICHAEL	Owner	D	yes	01/2018	Nov 14, 2022	Sep 30, 2024
PETROSINO, CHRISTOPHER, FRED	MANAGING DIRECTOR, QUANTITATIVE STRATEGIES GROUP	Na	yes	01/2012	Mar 1, 2023	Sep 30, 2024
Turner, Sarah, Christine	GENERAL COUNSEL / CORPORATE SECRETARY	Na	yes	05/2018	May 29, 2018	Sep 30, 2024
WELLES, JAY, MICHAEL	HEAD OF CORE EQUITIES & MANAGING DIRECTOR, TECHNOLOGY GROUP	Na	yes	01/2023	Mar 1, 2023	Sep 30, 2024
LAREW, SAMANTHA, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	06/2026	Jun 23, 2026	Jun 23, 2026
KUSHNER, JESSICA, MICHELE	CHIEF COMPLIANCE OFFICER	Na	no	06/2015	Jun 5, 2015	Sep 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CALLODINE CAPITAL MANAGEMENT, LP	n/a	Asset manager	$2.0B	N	yes	n/a
THOROFARE, LLC	n/a	Asset manager	$1.4B	N	yes	n/a
CALLODINE CREDIT MANAGEMENT, LLC	n/a	Asset manager	$603M	N	yes	n/a
RAINIER INVESTMENT MANAGEMENT LLC	n/a	Asset manager	$581M	N	yes	n/a
RAND CAPITAL MANAGEMENT LLC	n/a	Asset manager	$137M	N	yes	n/a
CALLODINE CAPITAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
CALLODINE COMMERCIAL PARTNERS, LLC	n/a	n/a	n/a	N	yes	n/a
CALLODINE STRATEGIC CREDIT FUND II GP, LLC	n/a	n/a	n/a	N	yes	n/a
EXETER TRUST COMPANY	n/a	n/a	n/a	N	yes	Nh
MANNING & NAPIER INVESTOR SERVICES, INC.	n/a	n/a	n/a	N	yes	n/a
THOROFARE CAPITAL, INC.	n/a	n/a	n/a	N	yes	n/a
THOROFARE LENDING FUND IV MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a
THOROFARE LENDING FUND V MANAGEMENT, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
ST. PETERSBURG	FL	United States	4	yes
Dublin	Oh	United States	4	yes
Seattle	Wa	United States	0	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$17B	$17B	195	159	3	n/a	n/a
2023	Mar 18, 2024	$18B	$18B	223	145	3	n/a	n/a
2022	Mar 1, 2023	$17B	$17B	251	150	3	n/a	n/a
2021	Mar 27, 2022	$21B	$21B	261	164	3	n/a	n/a
2020	Mar 25, 2021	$20B	$20B	260	157	3	n/a	n/a
2019	Mar 25, 2020	$19B	$19B	268	152	3	n/a	n/a
2018	Mar 22, 2019	$20B	$20B	321	164	3	n/a	n/a
2017	Mar 25, 2018	$25B	$25B	349	186	3	n/a	n/a
2016	Mar 24, 2017	$30B	$30B	370	192	n/a	n/a	n/a
2015	Mar 28, 2016	$35B	$35B	395	206	n/a	1	$4.4M
2014	Mar 27, 2015	$48B	$48B	417	238	n/a	1	$4.6M
2013	Mar 28, 2014	$51B	$51B	386	209	n/a	n/a	n/a
2012	Mar 28, 2013	$45B	$45B	357	182	n/a	n/a	n/a
2011	Mar 30, 2012	$40B	$40B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	8	-7	19.0%	1	1	0	9	17

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$17B	n/a	n/a	$17B	-0.0%	195	n/a	4	n/a

Relationships

showing 80 of 146

Registered with (56)

← MELISSA ALENE PINKERTONAdvisorregistration: current employment
Aug 27, 2026 to presentfactForm ADV
← BRITTANY A BUFFINGTONAdvisorregistration: current employment
Jun 25, 2026 to presentfactForm ADV
← William Johnathan DombrockAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← Wyatt HulseyAdvisorregistration: current employment
Sep 2, 2025 to presentfactForm ADV
← GERALD ROBERT GUGGERAdvisorregistration: previous registration
May 31, 2023 to May 5, 2025factForm ADV
← Joseph M. KrossAdvisorregistration: current employment
Aug 17, 2025 to presentfactForm ADV
← MEAGHAN ROSE WRIGHTAdvisorregistration: current employment
Aug 17, 2025 to presentfactForm ADV
← IOANNIS KYRIAKOS PROFYLIENOSAdvisorregistration: current employment
Jul 28, 2025 to presentfactForm ADV
← David SuttonAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← PAUL LOUIS STANZIONEAdvisorregistration: current employment
May 9, 2025 to presentfactForm ADV
← Jack KnaptonAdvisorregistration: current employment
Apr 15, 2025 to presentfactForm ADV
← JEFFREY DANIEL MCCORMACKAdvisorregistration: current employment
Oct 29, 2024 to presentfactForm ADV
← Zachary Thomas PipolyAdvisorregistration: current employment
Sep 10, 2024 to presentfactForm ADV
← Alexander Dalton SterbaAdvisorregistration: current employment
Aug 6, 2024 to presentfactForm ADV
← Seth Albert TruesdellAdvisorregistration: current employment
Jul 26, 2024 to presentfactForm ADV
← Ryan Paul HohenseeAdvisorregistration: current employment
Jul 25, 2024 to presentfactForm ADV
← MARGARET STRONG JEFFRIESAdvisorregistration: current employment
Jul 24, 2024 to presentfactForm ADV
← Thomas StedmanAdvisorregistration: current employment
Jul 24, 2024 to presentfactForm ADV
← Crysten Marie ParkerAdvisorregistration: current employment
Dec 11, 2023 to presentfactForm ADV
← Mark RicciAdvisorregistration: current employment
Dec 8, 2023 to presentfactForm ADV
← Timothy Alan O'LearyAdvisorregistration: current employment
Dec 5, 2023 to presentfactForm ADV
← Steven C FutoranAdvisorregistration: current employment
Sep 18, 2023 to presentfactForm ADV
← Ryan Timothy WillisAdvisorregistration: current employment
Jun 27, 2023 to presentfactForm ADV
← Amelia Judith GageAdvisorregistration: current employment
May 30, 2023 to presentfactForm ADV
← Annleah Rosemarie Jones CulbersonAdvisorregistration: current employment
Mar 4, 2023 to presentfactForm ADV
← SUSAN ALEXANDRA PILONAdvisorregistration: current employment
Apr 8, 2022 to presentfactForm ADV
← NOAH LANDES ORDWAYAdvisorregistration: current employment
Mar 14, 2022 to presentfactForm ADV
← ROBIN COCHRANE YACOVETTAAdvisorregistration: current employment
Sep 21, 2021 to presentfactForm ADV
← CHELSEA ANN SEIBELAdvisorregistration: current employment
Sep 21, 2021 to presentfactForm ADV
← DOUGLAS R HILFIKERAdvisorregistration: current employment
Jul 31, 2021 to presentfactForm ADV
and 26 more

Affiliated with (13)

← THOROFARE, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ RAINIER INVESTMENT MANAGEMENT LLCRegistered adviserother investment adviser, common control
factForm ADV
→ THOROFARE, LLCRegistered adviserother investment adviser, common control
factForm ADV
→ CALLODINE CAPITAL MANAGEMENTRegistered adviserother investment adviser, bank, common control
factForm ADV
→ RAND CAPITAL MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
→ CALLODINE CREDIT MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← RAINIER INVESTMENT MANAGEMENT LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← CALLODINE CAPITAL MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← RAND CAPITAL MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← CALLODINE CREDIT MANAGEMENTRegistered adviserother investment adviser, common control
factForm ADV
← MANNING & NAPIER ALTERNATIVE OPPORTUNITIES, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← EXETER ADVISORS, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV
← MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLCRegistered adviserother investment adviser, bank, common control
factForm ADV

Controls (9)

← MAYER, MARC, ORLANSOwnerCEO, ownership code NA, individual
Feb 7, 2019 to Sep 30, 2024factForm ADV
← BUSHALLOW, MARC, EDWARDOwnerMANAGING DIRECTOR, FIXED INCOME; EXECUTIVE GROUP MEMBER, ownership code NA, individual
Mar 18, 2024 to Sep 30, 2024factForm ADV
← PETROSINO, CHRISTOPHER, FREDOwnerMANAGING DIRECTOR, QUANTITATIVE STRATEGIES GROUP, ownership code NA, individual
Mar 1, 2023 to Sep 30, 2024factForm ADV
← BRILEY, CHRISTOPHER, PICKETTOwnerCHIEF TECHNOLOGY OFFICER, ownership code NA, individual
Mar 22, 2019 to Sep 30, 2024factForm ADV
← MCGREEVY, AARON, THOMASOwnerCHIEF DISTRIBUTION OFFICER, ownership code NA, individual
Jul 17, 2019 to Sep 30, 2024factForm ADV
← BATTAGLIA, PAUL, JOHNOwnerCHIEF FINANCIAL OFFICER, ownership code NA, individual
Apr 5, 2018 to Sep 30, 2024factForm ADV
← PEGULA, TERRENCE, MICHAELOwnerOWNER, ownership code D, individual
Nov 14, 2022 to Sep 30, 2024factForm ADV
← PEGULA, KIM, SUANNEOwnerOWNER, ownership code D, individual
Nov 14, 2022 to Sep 30, 2024factForm ADV
← Morabito, Scott, JamesOwnerMANAGING DIRECTOR, OPERATIONS, ownership code NA, individual
Jul 30, 2021 to Sep 30, 2024factForm ADV

Owns (1)

← KUSHNER, JESSICA, MICHELEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 5, 2015 to Sep 30, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 3, 2026
Advisor changed firm
Corey Lee Jackson left Manning & Napier Advisors, Llc for Ubs Financial Services Inc. (registered 2026-08-24)
Form ADVobserved 3 days ago
Occurred
Jun 11, 2026
Advisor changed firm
Christopher Joseph Labounty left Manning & Napier Advisors, Llc for Labounty Financial Planning (registered 2026-07-21)
Form ADVobserved 3 days ago
Occurred
May 26, 2026
Advisor changed firm
Aaron Anthony Pisani left Manning & Napier Advisors, Llc for William Blair & Company L.L.C. (registered 2026-05-19)
Form ADVobserved 3 days ago
Occurred
May 14, 2026
Advisor changed firm
Ryan M Stiphany left Manning & Napier Advisors, Llc for Raymond James & Associates, Inc. (registered 2026-04-23)
Form ADVobserved 3 days ago
Occurred
Apr 13, 2026
Advisor changed firm
Nicklaus J Catone left Manning & Napier Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2026-06-29)
Form ADVobserved 3 days ago
Occurred
Mar 18, 2026
Advisor changed firm
Jeffrey John Ingraham left Manning & Napier Advisors, Llc for Ep Wealth Advisors (registered 2026-04-06)
Form ADVobserved 3 days ago
Occurred
Nov 11, 2025
Advisor changed firm
Brian Patrick Hughes left Manning & Napier Advisors, Llc for Huntington Financial Advisors (registered 2026-08-03)
Form ADVobserved 3 days ago
Occurred
Sep 24, 2025
Advisor changed firm
Coty Brawdy left Manning & Napier Advisors, Llc for Ffo Investments Llc (registered 2026-08-04)
Form ADVobserved 3 days ago
Occurred
Mar 11, 2025
Advisor changed firm
Thane Jordan Blosser left Manning & Napier Advisors, Llc for Lpl Financial Llc (registered 2025-04-08)
Form ADVobserved 3 days ago
Occurred
Feb 6, 2025
Advisor changed firm
John Bryson Palmer left Manning & Napier Advisors, Llc for Hartford Funds (registered 2025-02-07)
Form ADVobserved 3 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Andrew Lansing Schuler left Manning & Napier Advisors, Llc for Sage, Rutty & Co., Inc. (registered 2025-01-15)
Form ADVobserved 3 days ago
Occurred
Dec 31, 2024
Advisor changed firm
John Andrew Pilkington left Manning & Napier Advisors, Llc for Vanguard Advisers, Inc. (registered 2025-01-18)
Form ADVobserved 3 days ago
Occurred
Oct 3, 2024
Advisor changed firm
Andrew Otto Delmedico left Manning & Napier Advisors, Llc for Solid Point Wealth Advisors, Llc (registered 2024-09-17)
Form ADVobserved 3 days ago
Occurred
Oct 3, 2024
Advisor changed firm
Jordan Ried Eich left Manning & Napier Advisors, Llc for Howe And Rusling, Inc. (registered 2024-10-10)
Form ADVobserved 3 days ago
Occurred
Mar 18, 2024
Control person joined
Edward Marc Bushallow (Managing Director, Fixed Income; Executive Group Member) appeared on Schedule A of Manning & Napier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Gregory Scott Woodard left Manning & Napier Advisors, Llc for Wilmington Trust Investment Advisors, Inc. (registered 2025-01-16)
Form ADVobserved 3 days ago
Occurred
Oct 12, 2023
Advisor changed firm
Douglas Charles Tyson left Manning & Napier Advisors, Llc for Cerity Partners Llc (registered 2024-02-02)
Form ADVobserved 3 days ago
Occurred
Oct 11, 2023
Advisor changed firm
Adele Kates left Manning & Napier Advisors, Llc for Missionsquare Retirement (registered 2023-10-31)
Form ADVobserved 3 days ago
Occurred
Mar 22, 2023
Advisor changed firm
Thomas M Murphy left Manning & Napier Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2024-12-18)
Form ADVobserved 3 days ago
Occurred
Mar 1, 2023
Control person left
Ebrahim Busheri (Director Of Investments) no longer on Schedule A of Manning & Napier Advisors, Llc (listed 2022-11-30, absent 2023-03-01)
Form ADVobserved 3 days ago
Occurred
Mar 1, 2023
Control person joined
Fred Christopher Petrosino (Managing Director, Quantitative Strategies Group) appeared on Schedule A of Manning & Napier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Mar 1, 2023
Control person joined
Jay Welles (Head Of Core Equities & Managing Director, Technology Group) appeared on Schedule A of Manning & Napier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Dec 12, 2022
Advisor changed firm
Teyonna S. Harris left Manning & Napier Advisors, Llc for Empower Advisory Group, Llc (registered 2023-01-09)
Form ADVobserved 3 days ago
Occurred
Nov 14, 2022
Control person joined
Stuart James Morrow (Owner) appeared on Schedule A of Manning & Napier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Nov 14, 2022
Control person joined
S Kim Pegula (Owner) appeared on Schedule A of Manning & Napier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Nov 14, 2022
Control person joined
M Terrence Pegula (Owner) appeared on Schedule A of Manning & Napier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Oct 6, 2022
Advisor changed firm
Deborah A Collins left Manning & Napier Advisors, Llc for Voya Financial Advisors, Inc. (registered 2023-04-03)
Form ADVobserved 3 days ago
Occurred
Aug 18, 2022
Advisor changed firm
Christopher Michael Sands left Manning & Napier Advisors, Llc for B. Riley Wealth Advisors, Inc. (registered 2024-04-25)
Form ADVobserved 3 days ago
Occurred
Jul 7, 2022
Advisor changed firm
Dylan Stone Greer left Manning & Napier Advisors, Llc for Buckingham Strategic Wealth, Llc (registered 2022-08-17)
Form ADVobserved 3 days ago
Occurred
Jun 2, 2022
Advisor changed firm
Christopher Charles Porpiglia left Manning & Napier Advisors, Llc for Manning & Napier Advisory Advantage Company, Llc (registered 2013-03-08)
Form ADVobserved 3 days ago
Occurred
May 10, 2022
Advisor changed firm
Justin A. Parisi left Manning & Napier Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2022-06-08)
Form ADVobserved 3 days ago
Occurred
May 10, 2022
Advisor changed firm
Joshua William Pryor left Manning & Napier Advisors, Llc for Manning & Napier Advisory Advantage Company, Llc (registered 2013-04-17)
Form ADVobserved 3 days ago
Occurred
Feb 28, 2022
Advisor changed firm
Jake Walker Cooper left Manning & Napier Advisors, Llc for High Probability Advisors, Llc (registered 2022-05-12)
Form ADVobserved 3 days ago
Occurred
Feb 4, 2022
Advisor changed firm
Julie Ann Schneider left Manning & Napier Advisors, Llc for D.A. Davidson & Co. (registered 2022-03-16)
Form ADVobserved 3 days ago
Occurred
Jul 30, 2021
Control person joined
Thomas Aaron Mcgreevy (Chief Distribution Officer) appeared on Schedule A of Manning & Napier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jul 30, 2021
Control person joined
James Scott Morabito (Managing Director, Operations) appeared on Schedule A of Manning & Napier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Jul 30, 2021
Control person joined
Stacey Green (Head Of Human Resources) appeared on Schedule A of Manning & Napier Advisors, Llc
Form ADVobserved 3 days ago
Occurred
Mar 25, 2021
Control person left
Scott Gregory Woodard (Managing Director, Wealth Management) no longer on Schedule A of Manning & Napier Advisors, Llc (listed 2021-02-16, absent 2021-03-25)
Form ADVobserved 3 days ago
Occurred
May 15, 2020
Control person left
William Manning (Managing Member) no longer on Schedule A of Manning & Napier Advisors, Llc (listed 2020-03-25, absent 2020-05-15)
Form ADVobserved 3 days ago

Show 1 bookkeeping events

Occurred
Mar 25, 2020
Manning & Napier Advisors, Llc reported 38 state-registered advisory representatives, down from 50 (2019-12-02 to 2020-03-25)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efeea3d9-8fd2-c067-cd87-cbdb8aa9d0a4
First observed: Mar 30, 2012
Last observed: Jun 23, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MANNING & NAPIER ADVISORS, LLC

CRD 105992

FAIRPORT, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:efeea3d9-8fd2-c067-cd87-cbdb8aa9d0a4

Data as of Jun 23, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CRAIG STEPHEN ABBOTT

n/a

Victor, NY | FAIRPORT, NY

n/a

yes

DAVID LEE IMMONEN

Chartered Financial Analyst

FAIRPORT, NY | Pittsburgh, PA

yes

CHRISTOPHER KYLE RYAN

n/a

Westerville, OH | FAIRPORT, NY

yes

AARON THOMAS MCGREEVY

n/a

WORTHINGTON, OH | DUBLIN, OH | FAIRPORT, NY

n/a

yes

WILLIAM GREGORY HOLDEN

n/a

FAIRPORT, NY | ST PETERSBURG, FL | St. Petersburg, FL

n/a

yes

REBECCA K. Galliford

n/a

West Henrietta, NY | FAIRPORT, NY

n/a

yes

ETHAN BENJAMIN MCKENNEY

Certified Financial Planner

Webster, NY | FAIRPORT, NY

n/a

yes

Caleb Humbert

n/a

Syracuse, NY | FAIRPORT, NY

yes

CATHY PEREIRA

Certified Financial Planner

FAIRPORT, NY | Pittsford, NY

n/a

yes

DANA FARR VOSBURGH

Certified Financial Planner

Rochester, NY | FAIRPORT, NY

n/a

yes

SAMANTHA MARIE LAREW

n/a

Rochester, NY | FAIRPORT, NY

yes

FRANK EDWARD LESCZINSKI

n/a

FAIRPORT, NY | PITTSFORD, NY

yes

DOUGLAS R HILFIKER

n/a

Webster, NY | FAIRPORT, NY

yes

ROBIN COCHRANE YACOVETTA

Certified Financial Planner

MABLETON, GA | FAIRPORT, NY

yes

CHELSEA ANN SEIBEL

Certified Financial Planner

FAIRPORT, NY | Estero, FL

yes

NOAH LANDES ORDWAY

n/a

FAIRPORT, NY | Indian Land, SC

yes

SUSAN ALEXANDRA PILON

Certified Financial Planner

FAIRPORT, NY | St. Petersburg, FL | Saint Petersburg, FL

yes

Annleah Rosemarie Jones Culberson

n/a

St. Petersburg, FL | Wimauma, FL | FAIRPORT, NY

n/a

yes

Amelia Judith Gage

n/a

FAIRPORT, NY | Dover, NH | Portsmouth, NH

yes

Ryan Timothy Willis

n/a

FAIRPORT, NY | Columbus, OH | Dublin, OH

yes

Steven C Futoran

n/a

St. Augustine, FL | FAIRPORT, NY

yes

Timothy Alan O'Leary

n/a

FAIRPORT, NY | West Chester, PA

yes

Mark Ricci

n/a

FAIRPORT, NY | Wexford, PA

n/a

yes

Crysten Marie Parker

n/a

SW Marietta, GA | FAIRPORT, NY

n/a

yes

MARGARET STRONG JEFFRIES

Certified Financial Planner

Rochester, NY | FAIRPORT, NY

n/a

yes

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

MN XENON MANAGED FUTURES MASTER FUND LTD.

Hedge Fund

$4.4M

Mar 28, 2016

Mar 26, 2012

dropped

021-107863

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BATTAGLIA, PAUL, JOHN

CHIEF FINANCIAL OFFICER / PRESIDENT

yes

03/2018

Jun 23, 2026

HOLDEN, WILLIAM, GREGORY

PRESIDENT, WEALTH MANAGEMENT

yes

03/2026

Jun 23, 2026

Kingsley Brunner, Nicole

CHIEF GROWTH OFFICER, WEALTH MANAGEMENT

yes

07/2021

Jun 23, 2026

MANNING & NAPIER GROUP, LLC

MANAGING MEMBER

yes

10/2011

Jun 23, 2026

MCGREEVY, AARON, THOMAS

PRESIDENT, ASSET MANAGEMENT

yes

07/2021

Jun 23, 2026

Morabito, Scott, James

CHIEF OPERATING OFFICER

yes

04/2021

Jun 23, 2026

BRILEY, CHRISTOPHER, PICKETT

CHIEF TECHNOLOGY OFFICER

yes

03/2019

Mar 22, 2019

Sep 30, 2024

BUSHALLOW, MARC, EDWARD

MANAGING DIRECTOR, FIXED INCOME; EXECUTIVE GROUP MEMBER

yes

01/2024

Mar 18, 2024

Sep 30, 2024

CALLODINE AGGREGATOR, LLC

Owner

yes

03/2022

Nov 14, 2022

Sep 30, 2024

CALLODINE GROUP, LLC

Owner

yes

03/2022

Nov 14, 2022

Sep 30, 2024

CALLODINE MIDCO, INC.

Owner

yes

04/2022

Nov 14, 2022

Sep 30, 2024

CALLODINE MN HOLDINGS, INC.

Owner

yes

03/2022

Nov 14, 2022

Sep 30, 2024

EAST ASSET MANAGEMENT. LLC

Owner

yes

03/2022

Nov 14, 2022

Sep 30, 2024

GREEN, STACEY, JONES

HEAD OF HUMAN RESOURCES

yes

04/2021

Jul 30, 2021

Sep 30, 2024

MANNING & NAPIER, INC.

SOLE MANAGING MEMBER

yes

06/2011

Mar 30, 2012

Sep 30, 2024

MAYER, MARC, ORLANS

Ceo

yes

01/2019

Feb 7, 2019

Sep 30, 2024

Morrow, James, Stuart

Owner

yes

10/2022

Nov 14, 2022

Sep 30, 2024

PEGULA, KIM, SUANNE

Owner

yes

01/2018

Nov 14, 2022

Sep 30, 2024

PEGULA, TERRENCE, MICHAEL

Owner

yes

01/2018

Nov 14, 2022

Sep 30, 2024

PETROSINO, CHRISTOPHER, FRED

MANAGING DIRECTOR, QUANTITATIVE STRATEGIES GROUP

yes

01/2012

Mar 1, 2023

Sep 30, 2024

Turner, Sarah, Christine

GENERAL COUNSEL / CORPORATE SECRETARY

yes

05/2018

May 29, 2018

Sep 30, 2024

WELLES, JAY, MICHAEL

HEAD OF CORE EQUITIES & MANAGING DIRECTOR, TECHNOLOGY GROUP

yes

01/2023

Mar 1, 2023

Sep 30, 2024

LAREW, SAMANTHA, MARIE

CHIEF COMPLIANCE OFFICER

06/2026

Jun 23, 2026

KUSHNER, JESSICA, MICHELE

CHIEF COMPLIANCE OFFICER

06/2015

Jun 5, 2015

Sep 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CALLODINE CAPITAL MANAGEMENT, LP

n/a

Asset manager

$2.0B

yes

n/a

THOROFARE, LLC

n/a

Asset manager

$1.4B

yes

n/a

CALLODINE CREDIT MANAGEMENT, LLC

n/a

Asset manager

$603M

yes

n/a

RAINIER INVESTMENT MANAGEMENT LLC

n/a

Asset manager

$581M

yes

n/a

RAND CAPITAL MANAGEMENT LLC

n/a

Asset manager

$137M

yes

n/a

CALLODINE CAPITAL PARTNERS, LLC

n/a

yes

n/a

CALLODINE COMMERCIAL PARTNERS, LLC

n/a

yes

n/a

CALLODINE STRATEGIC CREDIT FUND II GP, LLC

n/a

yes

n/a

EXETER TRUST COMPANY

n/a

yes

MANNING & NAPIER INVESTOR SERVICES, INC.

n/a

yes

n/a

THOROFARE CAPITAL, INC.

n/a

yes

n/a

THOROFARE LENDING FUND IV MANAGEMENT, LLC

n/a

yes

n/a

THOROFARE LENDING FUND V MANAGEMENT, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

ST. PETERSBURG

United States

yes

Dublin

United States

yes

Seattle

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$17B

195

159

n/a

2023

Mar 18, 2024

$18B

223

145

n/a

2022

Mar 1, 2023

$17B

251

150

n/a

2021

Mar 27, 2022

$21B

261

164

n/a

2020

Mar 25, 2021

$20B

260

157

n/a

2019

Mar 25, 2020

$19B

268

152

n/a

2018

Mar 22, 2019

$20B

321

164

n/a

2017

Mar 25, 2018

$25B

349

186

n/a

2016

Mar 24, 2017

$30B

370

192

n/a

2015

Mar 28, 2016

$35B

395

206

n/a

$4.4M

2014

Mar 27, 2015

$48B

417

238

n/a

$4.6M

2013

Mar 28, 2014

$51B

386

209

n/a

2012

Mar 28, 2013

$45B

357

182

n/a

2011

Mar 30, 2012

$40B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-7

19.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$17B

n/a

$17B

-0.0%

195

n/a