LONGBOARD ASSET MANAGEMENT
SEC RegisteredOptimizing Wealth Management
About the firm
Longboard Asset Management manages a low-correlation mutual fund and builds custom alternative investment models and solutions tailored for wealth managers and investment advisors. Led by Chief Investment Officer Cole Wilcox, the firm has more than 20 years of specialized experience in alternative investment strategies. Its award-winning research has been featured in major media outlets including The Wall Street Journal, CNBC, and Bloomberg.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Cost-efficient liquid fund solutions including a low-correlation mutual fund and custom alternative investment models; strategies include trend following, multi-strategy, gold, long-short equity, and others seeking low correlation to traditional portfolios and absolute returns across market cycles.
Who they serve
Wealth managers and investment advisors
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LONGBOARD ASSET MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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