Managing Member · The Magnolia Group, LLC
Adam K. Peterson
CRD 5389061 · Named on Form ADV at one SEC-registered adviser
At a glance
The Magnolia Group, LLC, an SEC-registered private fund adviser based in Omaha, NE with $711 million in regulatory assets, lists Adam K. Peterson on its Form ADV as Managing Member, a control person.
Firms and roles
- The Magnolia Group, LLCManaging MemberPrivate fund adviser · Omaha, NE · $711M in regulatory assets
AtlasMembers
Adam’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Ryan S. WelnerChief Compliance Officer, The Magnolia Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.