Longboard Asset Management
Assets Under Management
$141.7M
Number of Clients
1
Number of Advisors
2
Average Client AUM
$141.7M
AUM per Advisor
$70.8M
Compensation
Fee-Only (AUM)
About This Firm
Longboard Asset Management manages proprietary systematic strategies primarily in the futures, equities, and commodities markets. These strategies include Quantitative Directional, Alternative Equity, and Managed Futures. Services are offered through multi-strategy investment vehicles, including a registered investment company (Mutual Fund). Longboard manages the Fund’s investments on a discretionary basis.
Fee Structure
Longboard receives a unitary management fee for services provided to the Mutual Fund at an annual rate of 1.99% of the Mutual Fund’s average daily net assets. Longboard pays substantially all expenses of the Mutual Fund out of this fee, excluding interest, distribution, brokerage, taxes, and extraordinary expenses. Clients can purchase the Mutual Fund directly or through broker-dealers, and Longboard receives income from advisory fees based on the Mutual Fund’s assets under management.
Areas of Practice
Location
DE, United States