Prairiewood Capital is an investment advisor in West Fargo with $151.69 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
261305608
SEC advisor number
801-118221
FINRA CRD number
149007
AUM ?
$151.69 mm
(as of 26 May 22)
Accounts
461
(as of 26 May 22)
Employees
2
(2 investment advisory or research)
Office hours
Monday - Friday, 8 AM - 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Prairiewood Financial Group, LLC | Holding Company | 08/2017 | > 75% |
Nelson, Steven, Michael | Managing Partner | 01/2008 | < 5% |
Anderson, Nathan, Mark | Chief Compliance Officer | 01/2020 | < 5% |
Nelson, Steven, Michael | Managing Partner | 08/2017 | > 75% |
Anderson, Nathan, Mark | Managing Partner | 03/2022 | > 75% |
Nma Holdings LLC | Holding Company | 03/2022 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
26 Apr 24
13F-HR
Quarterly holdings report by institutional manager
16 Jan 24
13F-HR
Quarterly holdings report by institutional manager
12 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
19 Apr 23
13F-HR
Quarterly holdings report by institutional manager
20 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
20 Jan 22