Magnolia is a fund manager in Omaha with $999.78 mm assets under management.
Company profile
Employees
Incorporated
Location
Fiscal year end
Industry
SEC CIK
IRS number
383924814
SEC advisor number
801-79848
FINRA CRD number
171102
AUM ?
$999.78 mm
(as of 29 Mar 22)
Accounts
2
(as of 29 Mar 22)
Employees
2
(2 investment advisory or research)
Address
Magnolia
1411 HARNEY STREET
SUITE 200
OMAHA
NE 68102
1411 HARNEY STREET
SUITE 200
OMAHA
NE 68102
Office hours
Monday - Friday, 8:00 TO 5:30
Phone
918-796-3158
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Peterson, Adam, Kenneth | Managing Member | 04/2014 | > 75% |
| Welner, Ryan, Samuels | Chief Compliance Officer | 03/2019 | < 5% |
Ownership
| Fund structure | AUM | Fund type |
|---|---|---|
| the Magnolia Group, LLC | $999.78 mm | |
| Magnolia Capital Fund, LP | $798.97 mm | Hedge Fund |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
SC 13G
AMERICAS CARMART INC
10 Jan 23
4
Adam K Peterson
29 Dec 22
4
Adam K Peterson
29 Dec 22
4
Adam K Peterson
22 Dec 22
4
Adam K Peterson
22 Dec 22
3
Adam K Peterson
21 Dec 22
4
Adam K Peterson
17 Nov 22
4
Adam K Peterson
9 Nov 22
4
Adam K Peterson
26 Oct 22