Longboard Asset Management

Finance · Arizona, United States · 11-50 Employees

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Overview

Headquarters

2355 E Camelback Rd Ste 750, Phoenix, Ar...

Phone Number

(800) 290-8319

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
2
2
2
1
1

About Longboard Asset Management

Longboard Funds specializes in liquid alternative investing, managing a low-correlation mutual fund designed for financial advisors. With over 20 years of experience, their team employs innovative strategies to diversify traditional portfolios and manage risk. They offer cost-efficient liquid fund solutions that aim to optimize client portfolios and provide absolute returns across market cycles. Their services are tailored for wealth managers and investment advisors seeking to enhance their investment strategies.Explore more
Longboard Asset Management's Social MediaPopular SearchesLongboard Asset Management LPLongboard Asset ManagementLongboard Asset Management LLCLongboard Partners LPLongboard Investors LLCSIC Code 62,628NAICS Code 52,523Show more

Longboard Asset Management Org Chart

PhoneEmail
TW
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Chief Financial Officer

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Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Longboard Asset Managemen...

<$5M
11-50
Private
<$5M
2010
TW
Trasi WhightChief Financial Officer
$6.5M
11-50
Private
-
1998
N/A
$6.3M
11-50
Private
-
2007
N/A
$5.3M
11-50
Private
-
1989
$5.3M
11-50
Private
<$5M
1995
Luci Neumann, President and CCO at Smith Group Asset Management
Luci NeumannPresident and CCO
<$5M
11-50
Private
<$5M
1985
<$5M
11-50
Private
<$5M
2012
TS
Todd SchwendimanChief Operating Officer, Battlefin Technology & Events
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Longboard Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Longboard Asset Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Longboard Asset Management.

Longboard Asset Management financials insights

Gather financial insights about Longboard Asset Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

2021

Debt

$315K

See All Longboard Asset Management's Financials Insights

Longboard Asset Management Tech Stack

A closer look at the technologies used by Longboard Asset Management

Most Recent Scoops

Event
Person-Based
Cole Wilcox, Chief Investment Officer, appeared on a podcast called "The Compound and Friends" on 06/27/2025. Topics discussed include Trend following, technical analysis, Nvidia, new investors.
Events, Podcast
Event
Person-Based
Cole Wilcox, Chief Investment Officer, appeared on a podcast called "The Meb Faber Show - Better Investing" on 05/30/2025. Topics discussed include Trend following, power laws, non-correlated investments.
Events, Podcast
Event
Cole Wilcox, Founder & Chief Executive Officer & Chief Investment Officer, has appeared on a podcast called "Top Traders Unplugged" on 07/10/2024. Topics discussed include Trend following, single stocks, portfolio construction.
Funding
Longboard Asset Management has received an SBA PPP loan in the amount of $315,000 from Silicon Valley Bank resulting in the retention of 9 jobs.
Funding
See more scoops

Top Finance Companies

Frequently Asked Questions Regarding Longboard Asset Management

What is Longboard Asset Management's official website?
Longboard Asset Management's official website is www.longboardfunds.com
What is Longboard Asset Management's Revenue?
Longboard Asset Management's revenue is <$5 Million
What is Longboard Asset Management's SIC code?
Longboard Asset Management's SIC: 62,628
What is Longboard Asset Management's NAICS code?
Longboard Asset Management's NAICS: 52,523
How many employees does Longboard Asset Management have?
Longboard Asset Management has 11-50 employees
What industry does Longboard Asset Management belong to?
Longboard Asset Management is in the industry of: Finance, Securities Trading
What is Longboard Asset Management competition?
Longboard Asset Management top competitors include: Smith Group Asset Management, BattleFin, Steben, Private Capital Management
What technology does Longboard Asset Management use?
Some of the popular technologies that Longboard Asset Management uses are: Squarespace Online Stores, HubSpot, Adobe Typekit, YouTube
Who is the CFO of Longboard Asset Management?
Longboard Asset Management's CFO is Trasi Whight
How do I contact Longboard Asset Management?
Longboard Asset Management contact info: Phone number: (800) 290-8319 Website: www.longboardfunds.com
What does Longboard Asset Management do?

Longboard Funds specializes in liquid alternative investing, managing a low-correlation mutual fund designed for financial advisors. With over 20 years of experience, their team employs innovative strategies to diversify traditional portfolios and manage risk. They offer cost-efficient liquid fund solutions that aim to optimize client portfolios an... d provide absolute returns across market cycles. Their services are tailored for wealth managers and investment advisors seeking to enhance their investment strategies.Read More

What are Longboard Asset Management social media links?
Longboard Asset Management Linkedin page Longboard Asset Management Twitter page Longboard Asset Management Facebook page
Who invested in Longboard Asset Management?
Longboard Asset Management has 2 investors including PPP and PPP.
Is Longboard Asset Management a public company?
Longboard Asset Management is private company therefore does not currently have an official ticker symbol
See more information about Longboard Asset Management

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