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THE MAGNOLIA GROUP, LLC
CRD 171102 · SEC 801-79848
1601 DODGE STREET, SUITE 3300, OMAHA, NE, 68102, United States
Phone
402-509-8456
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$710.6M
Discretionary AUM
$710.6M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $641.4M |
States served
NE
Official SEC filing: View on IAPD