RIA · CRD 171102SEC-RegisteredPrivate Fund Adviser

Updated:

The Magnolia Group

The Magnolia Group, LLC is an SEC-registered investment adviser in Omaha, NE, registered since 2014. It manages approximately $711 million in regulatory...

The Magnolia Group

The Magnolia Group, LLC is an SEC-registered investment adviser in Omaha, NE, registered since 2014. It manages approximately $711 million in regulatory assets. The firm has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

Who runs investment decisions at The Magnolia Group?

No named investment principal or decision-maker has been publicly identified for The Magnolia Group. The firm's leadership and management team are not disclosed in any known source.

What is the wealth origin behind The Magnolia Group?

The source of capital for The Magnolia Group is not publicly documented. Without a named family or individual tied to the entity, the wealth origin cannot be attributed to any specific industry, fortune, or individual.

Does The Magnolia Group make direct investments or commit to funds?

No direct investments, fund commitments, co-investments, or other deployment activity has been reported for The Magnolia Group in any credible public record. The firm's investment approach is unobservable.

Which sectors does The Magnolia Group explicitly avoid?

No sector preferences or exclusions have been publicly declared by The Magnolia Group. The firm's investment thesis and sector focus remain unknown.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles