|
⚲
|
| Magnolia Capital Management Ltd
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|
|
|---|---|
| CRD # | 119597 |
| SEC # | 801-65323 |
| CIK # | 0001802361 |
| AUM | $227.7 M (2026-03-23) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 845-809-5259 |
| Address | 55 Chestnut Street, Suite 5 Cold Spring, NY 10516 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Cisco Systems Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30 | 12.9 |
| (b) Individuals (high net worth individuals) | 27 | 118.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 10.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 85.3 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 227.7 |
| By Discretionary | ||
| Discretionary | 81 | 198.5 |
| Non-Discretionary | 9 | 29.2 |
| Total | 90 | 227.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.7 | |
| Total | 90 | 227.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802361] |
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|---|---|---|
|
Center for Wealth Management LLC
✚
|
0.2 | |
|
Commonwealth Financial Planners Inc
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|
GA | 0.2 |
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|
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|
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Jones & Associates Premier Financial Solutions LLC
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OR | 0.2 |
|
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CT | 0.2 |
|
Echo45 Advisors LLC
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