THE MAGNOLIA GROUP, LLC

Overview

The Magnolia Group, LLC is an SEC-registered hedge fund organized as an LLC and operating primarily for institutional investors. Registered in 2014, the firm serves as an investment adviser and sponsor of pooled vehicles, acting in sponsor/GP and managing-member capacities for its funds. Its advisory activity is concentrated on portfolio management for pooled investment vehicles rather than individual advisory services. Compensation follows a traditional hedge-fund structure with both a percentage-of-AUM fee and performance-based fees. The firm is not characterized as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives