Longboard Capital Advisors, LLC

RIASEC Registered
Total AUM
$10.4M
Discretionary
$10.4M
100% of AUM
Avg account
$3.5M
Accounts
3
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
134550
Custodians
REGAL SECURITIES, INC., CHARLES SCHWAB & CO., INC., B. RILEY WEALTH MANAGEMENT
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles37.08%
  • Pension & Profit Sharing Plans36.98%
  • Corporations / Businesses25.94%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Longboard Capital Advisors, LLC is a small, institutional-focused advisory firm organized as an LLC that combines traditional equity management with commodity-focused trading activity. The firm is registered to operate as a commodity pool operator/commodity trading advisor (CPO/CTA), and its advisory services include financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. Its fee model includes both a percentage of assets under management and performance-based fees, which aligns with its operation of a hedge fund and commodity-pooled activity. Investment emphasis skews toward listed equities through separately managed accounts and exchange-traded vehicles, while commodity and energy exposures are handled via alternative third-party managers and the firm’s own pooled vehicle. The firm does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 94%, Non-Exchange Traded Equities 5%, Other 5%, Private Funds 2%94%
  • Exchange Traded Equities94%
  • Non-Exchange Traded Equities5%
  • Other5%
  • Private Funds2%

Contacts

1 of 1
  • Brett Conrad

    Brett Conrad

    Managing PartnerCRD 5036429

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth