Longboard Asset Management
Longboard Asset Management is an SEC-registered ria with $103.8M assets under management (AUM, regulatory AUM), -27% over one year. See who owns Longboard Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155617, SEC 801-72623, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $103.8M (2026-04-24)
- Firm type
- Ria
- Employees
- 9
- CRD
- 155617
- Ownership
- WILCOX, COLE, MCALLISTER; CHRISTENSEN, CURTIS, REED; Pence, Jerry; PENCE, JERRY, BENJAMIN; Baldwin, Sarah, Elizabeth
How much AUM does Longboard Asset Management have?
Longboard Asset Management reported $103.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Longboard Asset Management?
Disclosed owners and executives of Longboard Asset Management include WILCOX, COLE, MCALLISTER, CHRISTENSEN, CURTIS, REED, Pence, Jerry, PENCE, JERRY, BENJAMIN, Baldwin, Sarah, Elizabeth. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.