Longboard Asset Management

Fee-Only (% of Portfolio)

Longboard Asset Management manages investments using systematic strategies in the futures, equities, and commodities markets. These strategies fall into categories like Quantitative Directional, Alternative Equity, and Managed Futures. Longboard manages a mutual fund and also provides investment management services to high-net-worth clients through separately managed accounts. These accounts can include investments in the Longboard Fund, as well as other investments like stocks, bonds, and ETFs.

Assets Under Management$100M
Clients1
Advisors2
Avg. per Client$100M
Avg. per Advisor$52M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Longboard Asset Management does not charge a separate advisory fee directly to clients for managed account services. Instead, Longboard may receive compensation through management fees and expenses charged at the Mutual Fund level when client assets are invested in the Fund. Clients may also incur brokerage commissions, custodial fees, transaction costs, and expenses of third-party investment products for assets invested outside the Mutual Fund.

Loading...
Location

2 Advisors at this firm

Longboard Asset Management | TrueAdvisor