Chief Compliance Officer · Longboard Asset Management
Curtis Christensen
CRD 2892862 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Longboard Asset Management, an SEC-registered asset manager with $104 million in regulatory assets, lists Curtis Christensen on its Form ADV as Chief Compliance Officer, a control person. The SEC filings also name Curtis at 1 other registered adviser.
Firms and roles
- Longboard Asset ManagementChief Compliance OfficerAsset manager · United States · $104M in regulatory assets
- Trust Asset Management LLCChief Compliance OfficerPrivate fund adviser · Houston, TX · $3.2B in regulatory assets
AtlasMembers
Curtis’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 each firm
- 2 firmsLocked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (6)
- Cole M. WilcoxChief Executive Officer, Partner, Chief Investment Officer, Longboard Asset Management
- Sarah E. BaldwinPortfolio Manager, Longboard Asset Management
- Mark ShinderPresident & Chief Investment Officer, Trust Asset Management LLC
- John A. HaleVice President, Trust Asset Management LLC
- Michael ZislisManaging Director & Chief Operating Officer, Trust Asset Management LLC
1 more person named with Curtis on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Curtis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.