Updated:
Longboard Capital Advisors
Longboard Capital Advisors is an SEC-registered investment adviser with approximately $10 million in regulatory assets under management. The firm has 1...
Longboard Capital Advisors
Longboard Capital Advisors is an SEC-registered investment adviser with approximately $10 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.
General information
Firm type
Single Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Newport Beach
Corporate office
Newport Beach, CA, United States
Additional offices
Santa Monica, CA, United States
Principals
Brett Conrad
Founder and Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Longboard Capital Advisors?
Brett Conrad, founder and managing partner, makes all publicly visible investment decisions. He holds a BSc in petroleum engineering from the Colorado School of Mines and an MBA from the University of Colorado at Boulder (per firm website). No other investment professionals are named.
How does Longboard Capital Advisors source proprietary deal flow?
Conrad states he consults with consumer-oriented companies globally and speaks on consumer adoption cycles (per firm website). The firm does not disclose a formal sourcing model, proprietary network, or co-investment relationships.
Is Longboard Capital Advisors structured as a single family office or does it operate more like a venture firm?
Longboard presents itself as a family office managed by a single principal. It invests across public equities, private companies, and real estate. Its disclosed activities blend venture-style direct investments with a lifestyle-oriented investment philosophy.
Does Longboard Capital Advisors participate in fund commitments or only direct deals?
The firm does not disclose whether it commits to external funds. Its website emphasizes direct investing in innovative companies, with no mention of fund-of-funds or GP commitments.
What investment stages does Longboard Capital Advisors typically target?
Longboard does not specify a stage focus. Its language suggests early to growth-stage private companies, but public equities are also listed as an asset class. No specific stage bands are publicly documented.
Where does the underlying wealth come from?
Brett Conrad accumulated capital from founding several companies in action sports, consulting, and technology (per firm website). The exact sources and scale of wealth are not publicly detailed.
Does Longboard Capital Advisors maintain philanthropic structures, and how are they separated?
No philanthropic vehicles or foundations linked to the firm or its founder are publicly identified. The website does not address charitable giving or separation of philanthropic from investment capital.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: