Longboat Capital Management, LLC (Pittsburgh)

Name: Longboat Capital Management, LLC
Address: 139 Freeport Road, Pittsburgh, PA, 15215
Telephone: 412-782-0200

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.

Longboat Capital Management: assets under management

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 firm manages $45.09 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $22.54 million each.

Fees & Commissions

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. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Longboat Capital Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce Benjamin Weiner	Member	1 Jun 2000	75% - 100%	5046479
Kyle Peter Smith	Chief investment officer	1 Jul 2000	Other	2142563
Michele Lee Decarlo	Cfo, chief compliance officer	1 Jul 2001	Other	5046486
Christopher Phillip Smith	Chief operating officer	1 Feb 2002	Other	5046482

Based in Pittsburgh

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.