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RIA / WealthRegistered adviserasset managerSEC registeredRAUM 100m 1b

LONGBOARD ASSET MANAGEMENT

LONGBOARD ASSET MANAGEMENT, LP, CRD 155617

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a337c9e1-af42-96d6-b6e2-5af601e23652

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 6
On other graphs: 0
Observed: Nov 29, 2011 to Apr 24, 2026
38 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: asset managerderivedprivate_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $104MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $104M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $51.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
SEC number: 801-72623
CIK: 2045792
CRD: 155617
Filings on the tape: 38
First filed: Nov 29, 2011
Latest filed: Apr 24, 2026
Organised: Limited Partnership, DE
Website: longboardfunds.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
COLE MCALLISTER WILCOX	n/a	PHOENIX, AZ	12	29	3	no
Sarah Elizabeth Baldwin	n/a	PHOENIX, AZ \| Sarasota, FL	7	20	n/a	no

Private funds

Schedule D 7.B(1); gross asset value as reported, never fund size; reporting ends 2024-12-31

Fund	Type	Reported GAV	As of	Owners	First reported	Status	Form D file
LONGBOARD PARTNERS, LP	Hedge Fund	$11.1M	Sep 5, 2019	6	Mar 30, 2012	dropped	n/a

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Baldwin, Sarah, Elizabeth	PORTFOLIO MANAGER	Na	yes	06/2019	Jun 5, 2019	Mar 29, 2024
CHRISTENSEN, CURTIS, REED	CHIEF COMPLIANCE OFFICER	Na	yes	10/2013	Oct 30, 2013	Mar 29, 2024
LONGBOARD ASSET MANAGEMENT GP, LLC	GENERAL PARTNER	Na	yes	11/2016	Apr 20, 2017	Mar 29, 2024
WILCOX, COLE, MCALLISTER	Member	E	yes	11/2016	Nov 29, 2011	Mar 29, 2024
WILCOX, COLE, MCALLISTER	CHIEF EXECUTIVE OFFICER, PARTNER, CHIEF INVESTMENT OFFICER	E	yes	12/2010	Nov 29, 2011	Mar 29, 2024
VALLE VISTA HOLDINGS, LLC	NON-VOTING MEMBER	B	no	11/2011	Nov 29, 2011	Mar 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 17

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$104M	$104M	9	5	0	n/a	n/a
2024	Mar 29, 2025	$142M	$142M	10	6	0	n/a	n/a
2023	Mar 29, 2024	$116M	$116M	10	4	0	n/a	n/a
2022	Mar 30, 2023	$137M	$137M	12	6	0	n/a	n/a
2021	Mar 30, 2022	$143M	$143M	10	4	0	n/a	n/a
2020	Mar 30, 2021	$87.2M	$87.2M	10	4	0	n/a	n/a
2019	Mar 27, 2020	$82.2M	$82.2M	6	3	0	n/a	n/a
2018	Mar 28, 2019	$263M	$263M	29	10	0	1	$10.8M
2017	Mar 29, 2018	$478M	$478M	34	9	0	1	$15.4M
2016	Mar 30, 2017	$507M	$507M	50	10	n/a	1	$15.1M
2015	Mar 22, 2016	$706M	$706M	52	11	n/a	1	$17.0M
2014	Mar 23, 2015	$180M	$180M	25	6	n/a	1	$18.9M
2013	Mar 31, 2014	$91.8M	$91.8M	20	3	n/a	1	$17.3M
2012	Apr 1, 2013	$42.8M	$42.8M	8	3	n/a	1	$31.3M
2011	Mar 30, 2012	$28.4M	$13.4M	n/a	n/a	n/a	1	$31.3M

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$104M	$142M	-26.8%	$137M	-8.9%	9	10	0	0

Relationships

Registered with (14)

← Sarah Elizabeth BaldwinAdvisorregistration: current employment
Aug 26, 2019 to presentfactForm ADV
← COLE MCALLISTER WILCOXAdvisorregistration: current employment
Feb 19, 2014 to presentfactForm ADV
← William Greer CastielAdvisorregistration: previous registration
Mar 10, 2024 to Jul 16, 2024factForm ADV
← THOMAS JOHN BRUCEAdvisorregistration: previous registration
Jun 5, 2020 to Dec 26, 2023factForm ADV
← JARED ALBERT KLAPMANAdvisorregistration: previous registration
Jun 20, 2018 to Nov 4, 2019factForm ADV
← Curtis ChristensenAdvisorregistration: previous registration
Feb 28, 2017 to Sep 23, 2019factForm ADV
← KENNETH LAVON CHAMBERSAdvisorregistration: previous registration
Oct 5, 2018 to Jul 30, 2019factForm ADV
← DAVID BENJAMIN JACOBSONAdvisorregistration: previous registration
Jul 8, 2014 to Dec 31, 2017factForm ADV
← SETH LEWIS ZUDELLAdvisorregistration: previous registration
Dec 15, 2016 to Mar 6, 2017factForm ADV
← Trevor BurlisonAdvisorregistration: previous registration
Sep 18, 2015 to Feb 20, 2017factForm ADV
← KENNETH BARBERAdvisorregistration: previous registration
Jul 21, 2014 to Nov 10, 2014factForm ADV
← PERRY JOHN DUFRESNEAdvisorregistration: previous registration
Apr 2, 2014 to Nov 10, 2014factForm ADV
← MARK C DZIUBAAdvisorregistration: previous registration
Mar 26, 2013 to Aug 19, 2013factForm ADV
← WILLIAM PATRICK CONNORAdvisorregistration: previous registration
Apr 10, 2013 to Aug 19, 2013factForm ADV

Controls (4)

← WILCOX, COLE, MCALLISTEROwnerMEMBER, ownership code E, individual
Nov 29, 2011 to Mar 29, 2024factForm ADV
← CHRISTENSEN, CURTIS, REEDOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 30, 2013 to Mar 29, 2024factForm ADV
← Baldwin, Sarah, ElizabethOwnerPORTFOLIO MANAGER, ownership code NA, individual
Jun 5, 2019 to Mar 29, 2024factForm ADV
← LONGBOARD ASSET MANAGEMENT GP, LLCOwnerGENERAL PARTNER, ownership code NA, domestic entity
Apr 20, 2017 to Mar 29, 2024factForm ADV

Owns (1)

← VALLE VISTA HOLDINGS, LLCOwnerNON-VOTING MEMBER, ownership code B, domestic entity
Nov 29, 2011 to Mar 29, 2024factForm ADV

Advises (1)

→ LONGBOARD PARTNERS, LPPrivate fundHedge Fund, IA, no longer reported
Mar 30, 2012 to Sep 5, 2019factForm ADV

Dated events

Occurred
Jul 16, 2024
Advisor changed firm
William Greer Castiel left Longboard Asset Management for Fisher Investments (registered 2024-07-22)
Form ADVobserved 6 days ago
Occurred
Dec 26, 2023
Advisor changed firm
Thomas John Bruce left Longboard Asset Management for Cetera Advisors Llc (registered 2024-03-18)
Form ADVobserved 6 days ago
Occurred
Sep 5, 2019
Regulatory AUM changed
Longboard Asset Management reported RAUM $149.1M, down 43% from $262.6M (2019-06-05 to 2019-09-05)
Form ADVobserved 6 days ago
$-113M
Occurred
Jun 5, 2019
Control person joined
Elizabeth Sarah Baldwin (Chief Operating Officer) appeared on Schedule A of Longboard Asset Management
Form ADVobserved 6 days ago
Occurred
Mar 28, 2019
Regulatory AUM changed
Longboard Asset Management reported RAUM $262.6M, down 29% from $372.1M (2018-12-05 to 2019-03-28)
Form ADVobserved 6 days ago
$-110M
Occurred
Dec 6, 2016
Succession filed (Item 4)
Longboard Asset Management reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a337c9e1-af42-96d6-b6e2-5af601e23652
First observed: Nov 29, 2011
Last observed: Apr 24, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LONGBOARD ASSET MANAGEMENT

LONGBOARD ASSET MANAGEMENT, LP, CRD 155617

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a337c9e1-af42-96d6-b6e2-5af601e23652

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

COLE MCALLISTER WILCOX

n/a

PHOENIX, AZ

Sarah Elizabeth Baldwin

n/a

PHOENIX, AZ | Sarasota, FL

n/a

Fund

Type

Reported GAV

As of

Owners

First reported

Status

Form D file

LONGBOARD PARTNERS, LP

Hedge Fund

$11.1M

Sep 5, 2019

Mar 30, 2012

dropped

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Baldwin, Sarah, Elizabeth

PORTFOLIO MANAGER

yes

06/2019

Jun 5, 2019

Mar 29, 2024

CHRISTENSEN, CURTIS, REED

CHIEF COMPLIANCE OFFICER

yes

10/2013

Oct 30, 2013

Mar 29, 2024

LONGBOARD ASSET MANAGEMENT GP, LLC

GENERAL PARTNER

yes

11/2016

Apr 20, 2017

Mar 29, 2024

WILCOX, COLE, MCALLISTER

Member

yes

11/2016

Nov 29, 2011

Mar 29, 2024

WILCOX, COLE, MCALLISTER

CHIEF EXECUTIVE OFFICER, PARTNER, CHIEF INVESTMENT OFFICER

yes

12/2010

Nov 29, 2011

Mar 29, 2024

VALLE VISTA HOLDINGS, LLC

NON-VOTING MEMBER

11/2011

Nov 29, 2011

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$104M

n/a

2024

Mar 29, 2025

$142M

n/a

2023

Mar 29, 2024

$116M

n/a

2022

Mar 30, 2023

$137M

n/a

2021

Mar 30, 2022

$143M

n/a

2020

Mar 30, 2021

$87.2M

n/a

2019

Mar 27, 2020

$82.2M

n/a

2018

Mar 28, 2019

$263M

$10.8M

2017

Mar 29, 2018

$478M

$15.4M

2016

Mar 30, 2017

$507M

n/a

$15.1M

2015

Mar 22, 2016

$706M

n/a

$17.0M

2014

Mar 23, 2015

$180M

n/a

$18.9M

2013

Mar 31, 2014

$91.8M

n/a

$17.3M

2012

Apr 1, 2013

$42.8M

n/a

$31.3M

2011

Mar 30, 2012

$28.4M

$13.4M

n/a

$31.3M

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$104M

$142M

-26.8%

$137M

-8.9%