LONGBOARD ASSET MANAGEMENT, LP

LONGBOARD ASSET MANAGEMENT

3 registered advisors·CRD# 155617

SEC# 801-726230800-290-8319

01

Firm Overview

AUM

$116M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at LONGBOARD ASSET MANAGEMENT, LP

3 registered advisors

Cole Mcallister Wilcox

PHOENIX, Arizona

Curtis Reed Christensen

PHOENIX, Arizona

Sarah Elizabeth Baldwin

PHOENIX, Arizona

05

Office Locations

PHOENIX, Arizona

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Data sourced from SEC Form ADV filings. LONGBOARD ASSET MANAGEMENT, LP (CRD# 155617) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.