Longboard Asset Management

Overview

Longboard Asset Management operates as a limited partnership and has been registered with the SEC since 2011. The firm reports an institutional client focus while offering advisory services that include financial planning and portfolio management for individuals/small businesses as well as for investment companies. Its fee model is a percentage of assets under management. The firm does not identify as an active ESG investor, and its snapshot indicates it is not designated as a multi-state adviser. Longboard is not presented as a capital allocator; instead it directs client assets across line-up(s) of third-party managers and pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices