Longboard Asset Management, Lp
- Regulatory AUM
- $104M
- Discretionary
- $104M
- Clients
- 1
- Avg AUM / client
- $104M
- Accounts
- 1
- Employees
- 9
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Investments (13F portfolio — 28 positions, $5,964,705)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Aflac Inc. | COMMON STOCKS | $269,910 | 2,302 | 4.53% | 0.26% |
| 2 | Alliant Energy Corporation | COMMON STOCKS | $268,693 | 3,522 | 4.5% | 0.26% |
| 3 | Inven Trust Properties Corporation | REIT | $268,049 | 7,572 | 4.49% | 0.26% |
| 4 | Southern Company (The) | COMMON STOCKS | $246,262 | 2,573 | 4.13% | 0.24% |
| 5 | Center Point Energy Inc. | COMMON STOCKS | $242,925 | 5,516 | 4.07% | 0.23% |
| 6 | Ameren Corporation | COMMON STOCKS | $242,697 | 2,147 | 4.07% | 0.23% |
| 7 | Globe Life Inc. | COMMON STOCKS | $241,933 | 1,354 | 4.06% | 0.23% |
| 8 | Xcel Energy Inc. | COMMON STOCKS | $230,622 | 2,872 | 3.87% | 0.22% |
| 9 | Hanover Insurance Group Inc. (The) | COMMON STOCKS | $229,965 | 1,074 | 3.86% | 0.22% |
| 10 | Cms Energy Corporation | COMMON STOCKS | $228,123 | 2,982 | 3.82% | 0.22% |
| 11 | Avista Corporation | COMMON STOCKS | $225,250 | 5,506 | 3.78% | 0.22% |
| 12 | Regency Centers Corporation | REIT | $223,511 | 2,803 | 3.75% | 0.22% |
| 13 | Cincinnati Financial Corporation | COMMON STOCKS | $222,723 | 1,203 | 3.73% | 0.21% |
| 14 | Horace Mann Educators Corporation | COMMON STOCKS | $222,612 | 4,310 | 3.73% | 0.21% |
| 15 | Quest Diagnostics Inc. | COMMON STOCKS | $219,580 | 1,036 | 3.68% | 0.21% |
| 16 | Dominion Energy Inc. | COMMON STOCKS | $218,255 | 3,196 | 3.66% | 0.21% |
| 17 | Labcorp Holdings Inc. | COMMON STOCKS | $214,760 | 767 | 3.6% | 0.21% |
| 18 | Webster Financial Corporation | COMMON STOCKS | $213,365 | 2,792 | 3.58% | 0.21% |
| 19 | Fnb Corp | COMMON STOCKS | $210,109 | 11,012 | 3.52% | 0.2% |
| 20 | Exelon Corporation | COMMON STOCKS | $203,543 | 4,366 | 3.41% | 0.2% |
| 21 | Csx Corporation | COMMON STOCKS | $202,953 | 4,270 | 3.4% | 0.2% |
| 22 | Garrett Motion Inc. | COMMON STOCKS | $202,852 | 5,599 | 3.4% | 0.2% |
| 23 | Portland General Electric Company | COMMON STOCKS | $202,344 | 3,904 | 3.39% | 0.2% |
| 24 | Dynex Capital Inc. | REIT | $200,386 | 15,285 | 3.36% | 0.19% |
| 25 | Northwest Bancshares Inc. | COMMON STOCKS | $162,470 | 10,717 | 2.72% | 0.16% |
Top 25 of 28 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $104M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cole Mcallister Wilcox | Chief Executive Officer, Partner, Chief Investment Officer | Dec 2010 (16y) | 75% or more | |
| Curtis Christensen | Chief Compliance Officer | Oct 2013 (13y) | Less than 5% | |
| Sarah Elizabeth Baldwin | Portfolio Manager | Jun 2019 (7y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Valle Vista Holdings, Llc | Non Voting Member | Nov 2011 | A | 10% – 25% |
| Longboard Asset Management Gp, Llc | General Partner | Nov 2016 | A | Less than 5% |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 948 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗