Pegula, Terrence, M

Ownership stakes

• Manning & Napier Advisors, Llc
  Owner · 50% – 75% · Sep 2024
• Bison Wealth, Llc
  Managing Member · 50% – 75% · Sep 2024
• Liquid Strategies, Llc
  Member · 50% – 75% · May 2024
• Thorofare, Llc
  Owner · 50% – 75% · Mar 2024
• Rainier Investment Management Llc
  Owner · 50% – 75% · Mar 2024
• Great Gable Partners, Lp
  Member · 50% – 75% · Aug 2013

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗