RIA · CRD 134550Private Fund Adviser

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Longboard Capital Advisors

Longboard Capital Advisors is a state-registered investment adviser with approximately $10 million in regulatory assets under management. The firm has 1...

Longboard Capital Advisors

Longboard Capital Advisors is a state-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

RIA

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

ConsumerTechnologyHealth & WellnessReal Estate

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.

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.

Profile maintained by 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.

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