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Magnolia Capital Management, Ltd.

● SEC registered since 2006CRD 119597SEC# 801-65323Cold Spring, NY
Export (members)
Reg. AUM
$218.4M
Employees
3
Accounts
88
Location
Cold Spring, NY

Magnolia Capital Management, Ltd. assets under management

Magnolia Capital Management, Ltd. is an investment advisory firm registered with the SEC based in Cold Spring, NY. The firm has been registered since 2006. It reports $218.4 million in regulatory assets under management and employs 3 people.

Magnolia Capital Management, Ltd. owners & executives

10 reported
NameTitleOwnershipSince
Carol Ann Powell ControlTreasurer & DirectorUnder 5%2002
Frederick Carter TwichellShareholder5-10%2002
Irene Mary Vanvoorhis ControlAssistant Secretary, Vice-President5-10%2005
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Frequently asked questions

How much does Magnolia Capital Management, Ltd. manage?

Magnolia Capital Management, Ltd. reports $218.4 million in regulatory assets under management on its Form ADV.

How many employees does Magnolia Capital Management, Ltd. have?

Magnolia Capital Management, Ltd. reports 3 employees.

Where is Magnolia Capital Management, Ltd. located?

Magnolia Capital Management, Ltd. is based in Cold Spring, NY and has been SEC-registered since 2006.

Does Magnolia Capital Management, Ltd. disclose fund performance?

Magnolia Capital Management, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address55 Chestnut Street, Suite 5, Cold Spring, NY 10516
Phone845-809-5259
Office hours9:30 - 4:30
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$187.5M
Non-discretionary$30.9M
Total (RAUM)$218.4M