THE MAGNOLIA GROUP, LLC

THE MAGNOLIA GROUP, LLC of OMAHA, NE is an SEC-registered investment adviser (CRD 171102). Regulatory assets under management: $710.6M.

Registration

Business model

Compensation: % of AUM, Performance.

Clients served: Investment cos.

Officers, owners & control persons (5)

NameRoleLocation
Adam Kenneth PetersonMANAGING MEMBER—
Ryan Samuels WelnerCHIEF COMPLIANCE OFFICER—
PETERSON ADAM KENNETHMANAGING MEMBER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER—
LINDMARK PETER KARLCHIEF COMPLIANCE OFFICER—
WELNER RYAN SAMUELSCHIEF COMPLIANCE OFFICER—

Private funds (1)

FundTypeFormedOwnersGross asset valueMin investment
MAGNOLIA CAPITAL FUND, LPHedge FundDelaware46$641.4M$2.0M

Fund service providers (1)

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