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Magnolia Capital Management CRD 119597
$228M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
55 Chestnut Street, Suite 5, Cold Spring, NY 10516 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-24 |
Branch Locations
55 Chestnut Street, Suite 5, Cold Spring, NY 10516 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Magnolia Capital Management, Ltd. | Cold Spring | NY | 07/2016 | Present |
| Home Maker | Garrison | NY | 01/2016 | 06/2017 |
| London Business School | London | 09/2004 | 07/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-24 |
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