Longboard Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 155617
- Registered since
- July 28, 2011
- Website
- longboardfunds.com
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment Companies
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Cole Wilcox
Chief Investment OfficerCRD 2856470
Contacts
2 of 2
Sarah Baldwin
Portfolio ManagerCRD 6997056

Curtis Christensen
Senior ConsultantCRD 2892862
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
325 Fillmore LLC
RIADenver, CO
Point Nemo Capital, LLC
RIAStrategic Portfolio Advisors, Inc.
RIALong Beach, CA
Bright Lake Wealth Management, LLC
RIARedding, CA
Hillberg Capital Management, LLC
RIATurlock, CA
Prairie Investment Advisors, LLC
RIANaperville, IL