Longboard Asset Management

Overview

Longboard Asset Management is a limited partnership that has been SEC-registered since 2011 and describes its client base as institutional. The firm charges fees as a percentage of assets under management and provides financial planning and portfolio management services across individuals/small businesses and investment companies. It is not identified as a capital allocator, does not position itself as an active ESG investor, and is not listed as a multi-state or newly formed adviser. Longboard reports ownership as a combination of a domestic entity and an individual. It operates under an unclassified organizational designation and is not marked as a related adviser or pension consultant in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives