Longboat Capital Management, LLC is a large advisory firm based in Pittsburgh. It manages $45.09 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Pennsylvania.
Longboat Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Longboat Capital Management, LLC is $45.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Longboat Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kyle Peter Smith has served as the Chief Investment Officer since 1 Jul 2000. Christopher Phillip Smith joined the executive team most recently as the Chief Operating Officer.
The principal office where Longboat Capital Management, LLC performs its advisory services is located at 139 Freeport Road, Pittsburgh, PA 15215, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 412-782-0200 or by fax 412-782-2355. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.longboatcm.com.