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Chief Executive Officer, Partner, Chief Investment Officer · Longboard Asset Management

Cole M. Wilcox

CRD 2856470 · Named on Form ADV at one SEC-registered adviser

At a glance

Longboard Asset Management, an SEC-registered asset manager with $104 million in regulatory assets, lists Cole M. Wilcox on its Form ADV as Chief Executive Officer, Partner, Chief Investment Officer, a control person.

Firms and roles

  • Longboard Asset ManagementChief Executive Officer, Partner, Chief Investment OfficerAsset manager · United States · $104M in regulatory assets

AtlasMembers

Cole’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cole’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.