THE MAGNOLIA GROUP, LLC
CRD #171102 SEC #801-79848 OMAHA, NE 402-509-8456
SEC Registered Private Funds
Total AUM
$811.9M
Discretionary
$811.9M
Employees
2
Clients
--
Accounts
2
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $811.9M | $811.9M | $0 | 2 | 0 |
| May 2024 | $783.6M | $783.6M | $0 | 2 | 0 |
| Apr 2024 | $783.6M | $783.6M | $0 | 2 | 0 |
| Mar 2024 | $783.6M | $783.6M | $0 | 2 | 0 |
| Mar 2023 | $797.4M | $797.4M | $0 | 2 | 0 |
| Nov 2022 | $999.8M | $999.8M | $0 | 2 | 0 |
| Mar 2022 | $999.8M | $999.8M | $0 | 2 | 0 |
| Feb 2021 | $1B | $982.1M | $57.3M | 2 | 0 |
| Nov 2020 | $1B | $977.6M | $52.1M | 4 | 0 |
| Mar 2020 | $1B | $977.6M | $52.1M | 4 | 0 |
| Mar 2019 | $726.6M | $662.9M | $63.6M | 4 | 0 |
| Aug 2018 | $519.9M | $466.8M | $53.1M | 3 | 0 |
| Jul 2018 | $519.9M | $466.8M | $53.1M | 3 | 0 |
| Mar 2018 | $519.9M | $466.8M | $53.1M | 3 | 0 |
| Sep 2017 | $360.9M | $331.3M | $29.6M | 3 | 1 |
| Mar 2017 | $360.9M | $331.3M | $29.6M | 3 | 1 |
| Mar 2016 | $233M | $233M | $0 | 4 | 1 |
| Jan 2016 | $207.6M | $207.6M | $0 | 4 | 1 |
| Sep 2015 | $155.2M | $155.2M | $0 | 4 | 1 |
| Mar 2015 | $139.9M | $139.9M | $0 | 4 | 1 |
| Sep 2014 | $112.9M | $112.9M | $0 | 4 | 0 |
| Jun 2014 | $150M | $150M | $0 | 4 | 1 |
| May 2014 | $150M | $150M | $0 | 4 | 1 |
DateMar 2025
Total AUM$811.9M
Discretionary$811.9M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$783.6M
Discretionary$783.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$783.6M
Discretionary$783.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$783.6M
Discretionary$783.6M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$797.4M
Discretionary$797.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$999.8M
Discretionary$999.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$999.8M
Discretionary$999.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$1B
Discretionary$982.1M
Non-Disc.$57.3M
Employees2
Clients0
DateNov 2020
Total AUM$1B
Discretionary$977.6M
Non-Disc.$52.1M
Employees4
Clients0
DateMar 2020
Total AUM$1B
Discretionary$977.6M
Non-Disc.$52.1M
Employees4
Clients0
DateMar 2019
Total AUM$726.6M
Discretionary$662.9M
Non-Disc.$63.6M
Employees4
Clients0
DateAug 2018
Total AUM$519.9M
Discretionary$466.8M
Non-Disc.$53.1M
Employees3
Clients0
DateJul 2018
Total AUM$519.9M
Discretionary$466.8M
Non-Disc.$53.1M
Employees3
Clients0
DateMar 2018
Total AUM$519.9M
Discretionary$466.8M
Non-Disc.$53.1M
Employees3
Clients0
DateSep 2017
Total AUM$360.9M
Discretionary$331.3M
Non-Disc.$29.6M
Employees3
Clients1
DateMar 2017
Total AUM$360.9M
Discretionary$331.3M
Non-Disc.$29.6M
Employees3
Clients1
DateMar 2016
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees4
Clients1
DateJan 2016
Total AUM$207.6M
Discretionary$207.6M
Non-Disc.$0
Employees4
Clients1
DateSep 2015
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees4
Clients1
DateMar 2015
Total AUM$139.9M
Discretionary$139.9M
Non-Disc.$0
Employees4
Clients1
DateSep 2014
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients1
DateMay 2014
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees4
Clients1