Terrence Michael Pegula
OwnerManning & Napier Advisors, LLCCRD 6169669
About Terrence Michael Pegula
Terrence Michael Pegula is listed as Owner at Manning & Napier Advisors, LLC in Fairport, NY. Form ADV reports a beneficial ownership band of 50-75%. Terrence Michael Pegula is associated with 7 registered advisers.
Reported ownership
Owns 50-75% of Manning & Napier Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Terrence Michael Pegula work?
Terrence Michael Pegula is listed as Owner at Manning & Napier Advisors, LLC on SEC Form ADV.
How much of Manning & Napier Advisors, LLC does Terrence Michael Pegula own?
Form ADV reports a beneficial ownership band of 50-75%.
Manning & Napier Advisors, LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |
Rainier Investment Management LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2018 |
Bison Wealth, LLC
| Title | Managing Member |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2010 |
Liquid Strategies, LLC
| Title | Member |
| Ownership | 50-75% |
| Control person | No |
| Since | 2021 |
Corrum Capital Management LLC
| Title | Owner |
| Ownership | 50-75% |
| Control person | No |
| Since | 2018 |