|
⚲
|
| Longboard Asset Management LP
✚
| |
|---|---|
| CRD # | 155617 |
| SEC # | 801-72623 |
| CIK # | |
| AUM | $116.2 MM (2024-03-29) |
| Employees | 12 (50% Investors, 17% Brokers) |
| Phone | 800-290-8319 |
| Address | 3520 E Oregon Ave Phoenix, AZ 85018 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Longboard Partners LP | 2012-03-30 | 11.1 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 137.1 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2 | 137.1 |
| By Discretionary | ||
| Discretionary | 2 | 137.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2 | 137.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.1 | |
| Total | 2 | 137.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Revere Capital Management LP
✚
|
TX | 0.1 |
|
Sheeley & Partners Wealth Management LLC
✚
|
RI | 0.1 |
|
Cygnus Capital Advisers LLC
✚
|
GA | 0.1 |
|
Dumont Global LP
✚
|
NY | 0.1 |
|
Cedarview Capital Management LP
✚
|
NY | 0.1 |
|
Humble Capital Management LLC
✚
|
HI | 0.1 |
|
AMH Equity Ltd
✚
|
NY | 0.1 |
|
Conscious Endeavors LP
✚
|
NY | 0.1 |
|
Shorepath Capital Management LLC
✚
|
IL | 0.1 |
|
Sizemore Capital Management LLC
✚
|
0.1 |