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The Magnolia Group, LLC

● SEC registered since 2014CRD 171102SEC# 801-79848Omaha, NE
Export (members)
Ranks #2,941 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$811.9M
Fund GAV
$732.6M
Private funds
1
Employees
2
Accounts
2
Location
Omaha, NE

The Magnolia Group, LLC assets under management

The Magnolia Group, LLC operates as an SEC-registered investment adviser based in Omaha, NE. The firm has been registered since 2014. It reports $811.9 million in regulatory assets under management and employs 2 people. The Magnolia Group, LLC manages 1 private fund with combined gross assets of $732.6 million, including Magnolia Capital Fund, LP. By regulatory assets, it ranks 2,941 of 5,911 private fund managers.

The Magnolia Group, LLC private funds

1 funds · $732.6M GAV
FundTypeGross assetsMin.
Magnolia Capital Fund, LPHedge$732.6M$2M

The Magnolia Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Adam Kenneth Peterson ControlManaging MemberOver 75%2014
Ryan Samuels Welner ControlChief Compliance OfficerUnder 5%2019

Frequently asked questions

How much does The Magnolia Group, LLC manage?

The Magnolia Group, LLC reports $811.9 million in regulatory assets under management on its Form ADV.

How many private funds does The Magnolia Group, LLC manage?

The Magnolia Group, LLC manages 1 private funds with combined gross assets of $732.6 million.

How many employees does The Magnolia Group, LLC have?

The Magnolia Group, LLC reports 2 employees.

Where is The Magnolia Group, LLC located?

The Magnolia Group, LLC is based in Omaha, NE and has been SEC-registered since 2014.

Does The Magnolia Group, LLC disclose fund performance?

The Magnolia Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1601 Dodge Street, Suite 3300, Omaha, NE 68102
Phone402-509-8456
Office hours8:00 To 5:30
SEC regionDenver Regional Office (DRO)
CIK1618376
Discloses disciplinary historyNo

Assets under management

Discretionary$811.9M
Non-discretionary$0
Total (RAUM)$811.9M

Service providers