1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2LONGBOAT GLOBAL ADVISORS, L.L.C.

Map pinSARASOTA, FL
Phone941-747-7711
NotebookSEC #801-58236
Total AUM
$58.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 NORTH TAMIAMI TRAIL
SUITE 1200
SARASOTA
FL 34236
USA
Operating Hours
9:00AM - 3:00PM
Monday - Friday
Phone
941-747-7711

ReceiptFinancials

Total AUM
$58.9M
Accounts
104
Discretionary
$16.5M
Accounts
100
Non-Discretionary
$42.4M
Accounts
4

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLINMTPA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account