← Directory

LONGBOARD ASSET MANAGEMENT

Legal name: LONGBOARD ASSET MANAGEMENT, LP

CRD 155617File 801-72623
APPROVED
Filing as of Apr 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$103.8M
Bottom 25% of cohort (national)
Discretionary AUM
$103.8M
Clients
1
1 accounts
Employees
9

Identity & registration

ADV Item 1
Organization form
Limited Partnership
Firm type
Registered
SEC region
LARO
Registration date
Jul 28, 2011
Principal office
Not reported
Phone
800-290-8319

Assets & accounts

ADV Item 5F
Total regulatory AUM
$103.8M
Discretionary AUM
$103.8M
Non-discretionary AUM
$0
Discretionary accounts
1
Non-discretionary accounts
0
Total accounts
1
AUM per client
$103.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Investment companies1$103.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.