The Magnolia Group, LLC
● SEC registered since 2014CRD 171102SEC# 801-79848Omaha, NE
Ranks #3,435 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$710.6M
Fund GAV
$641.4M
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 $710.6 million in regulatory assets under management and employs 2 people. The Magnolia Group, LLC manages 1 private fund with combined gross assets of $641.4 million, including Magnolia Capital Fund, LP. By regulatory assets, it ranks 3,435 of 6,004 private fund managers.
The Magnolia Group, LLC private funds
1 funds · $641.4M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Magnolia Capital Fund, LP | Hedge | $641.4M | $2M |
The Magnolia Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Kenneth Peterson Control | Managing Member | Over 75% | 2014 |
| Ryan Samuels Welner Control | Chief Compliance Officer | Under 5% | 2019 |
Frequently asked questions
How much does The Magnolia Group, LLC manage?
The Magnolia Group, LLC reports $710.6 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 $641.4 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
| Address | 1601 Dodge Street, Suite 3300, Omaha, NE 68102 |
| Phone | 402-509-8456 |
| Office hours | 8:00 To 5:30 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1618376 |
| Discloses disciplinary history | No |
Regulatory AUM
$710.6M▼ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 40%
Larger than 60% of 16,271 advisers
AUM vs fund managersTop 57%
Larger than 43% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$710.6Mregulatory AUM
Discretionary $710.6M