Specialized Alternative Strategies Longboard Asset Management has over two decades of experience in developing alternative investment solutions tailored specifically for financial advisors, presenting an opportunity to offer complementary innovative financial products and advisory services.
Active Portfolio Expansion The company has recently increased its stake in various asset classes including stakes in Houlihan Lokey, Liquidity Services, Ladder Capital, and others, indicating a focus on expanding portfolio diversification and investment options which could benefit from advanced analytical tools or risk management solutions.
Growing Investment Appetite With recent investments totaling over $1 million across multiple sectors like hospitality, consumer healthcare, and logistics, Longboard demonstrates a robust appetite for asset diversification, opening avenues for financial data services, asset management platforms, or market intelligence tools.
Mid-Sized Market Focus Operating with a revenue range of $10M to $25M and a relatively modest staff count, Longboard is a mid-sized firm seeking cost-effective, scalable solutions that can enhance operational efficiency, client outreach, and investment analysis capabilities.
Technology Utilization The company's use of modern technology stacks such as Cloudflare, Microsoft 365, and Bootstrap signals openness to digital transformation initiatives, making them a suitable target for cybersecurity services, cloud solutions, or digital engagement platforms.