Longboard Asset Management

RIASEC RegisteredEst. 2011
Total AUM
$104M
Discretionary
$104M
100% of AUM
Avg account
$104M
Accounts
1
Employees
9
Advisory reps
3

Firm details

Headquarters
,
CRD number
155617
Registered since
July 28, 2011
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Longboard Asset Management is an SEC-registered limited partnership formed in 2011 that manages assets on a fee‑based (percentage of AUM) model. The firm is characterized in the dataset as serving institutional clients, while its disclosed advisory activities also include financial planning and portfolio management for individuals, small businesses and investment companies. It does not flag itself as an active ESG investor. The dataset marks the firm as not being a capital allocator, suggesting its role is primarily direct portfolio management rather than running a multi-manager allocation business.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Cole Wilcox

    Cole Wilcox

    Chief Investment OfficerCRD 2856470

Contacts

2 of 2
  • Sarah Baldwin

    Sarah Baldwin

    Portfolio ManagerCRD 6997056

  • Curtis Christensen

    Curtis Christensen

    Senior ConsultantCRD 2892862

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth