Longboard Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 134550
- Website
- www.longboardcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Non-Exchange Traded Equities5%
- Other5%
- Private Funds2%
Contacts
1 of 1
Brett Conrad
Managing PartnerCRD 5036429
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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