Longboard Asset Management is a boutique firm specializing in alternative investments. As a smaller manager, Longboard focuses on precision and relationship quality instead of volume. The firm prioritizes connecting with the right RIAs at the right time through data-driven prospecting and authentic engagement.

In a recent conversation, Howard Fraser, Managing Partner at Longboard, shared how the team uses AdvizorPro to refine segmentation, streamline outreach, and maintain a personal touch while scaling relationships with advisors.

For a closer look at how advisor data intelligence transforms marketing and distribution strategies, explore the AdvizorPro Platform Overview.

The Challenge: Identifying High Fit Advisors

Traditional data sources often deliver static snapshots in time that quickly become outdated. For a firm focused on alternative strategies, Longboard needed a dynamic platform offering real-time RIA data to segment advisors by AUM, geography, and fund usage.

Accurate, continuously updated information was key to connecting with advisors who would genuinely benefit from Longboard’s alternative products without wasting time on mismatched prospects.

For firms facing similar challenges, the insights from The Best RIA Databases provide a useful guide on how to evaluate modern, data-driven platforms.

Why Precision Matters in Boutique Asset Management

As a boutique asset manager, Longboard competes with much larger firms that can afford broad, high-volume outreach. Instead of chasing numbers, Fraser and his team focus on precision, targeting advisors who already invest in or value alternative products.

This targeted approach ensures that every conversation is relevant and that Longboard’s expertise aligns with an advisor’s existing strategy.

The AdvizorPro Solution: Real Time Data and Targeted Outreach

Real Time RIA Data

AdvizorPro’s continuously refreshed dataset provides Longboard with confidence in their daily outreach. Each morning, the team reviews updated advisor data to identify high fit prospects most likely to align with Longboard’s investment solutions.

13F Search for Like Minded Firms

Fraser highlights the power of AdvizorPro’s 13F search, which allows his team to quickly locate RIAs already allocating to complementary alternative funds. This helps identify firms that understand alternative strategies and may be open to Longboard’s offerings.

Learn more about how firms use 13F data in the RIA M&A Playbook: How to Evaluate Targets Using Data.

Map Based Prospecting

Whether attending conferences or visiting clients, Longboard uses AdvizorPro’s map function to find qualified prospects nearby. By applying filters such as AUM range or strategy focus, Fraser can plan efficient travel routes filled with meaningful meetings.

Keyword Filtering

The team also scans advisor websites for keywords that indicate experience or interest in alternative investments. This enables them to personalize outreach and strengthen messaging relevance for each contact.

Blending Digital Outreach with Human Connection

Fraser believes that authentic communication is key to sustainable relationships. While LinkedIn remains a valuable channel for connecting with advisors, AdvizorPro helps Longboard identify firms less active online.

By combining AdvizorPro’s verified data with thoughtful phone, email, and in-person outreach, Longboard ensures that every contact is both informed and intentional.

Sales Strategy: Consistency, Patience, and Trust

Instead of relying on high pressure tactics, Fraser approaches sales through education and engagement. He regularly shares insights on social media, participates in industry discussions, and takes a relationship first approach to prospecting.

Key Benefits of AdvizorPro for Longboard

• Targeted lists by AUM, region, and fund usage

• Visibility into 13F filings for identifying advisors using similar products

• Map-based search for efficient conference and travel planning

• Keyword filtering to surface advisors interested in alternatives

• Responsive, human support from the AdvizorPro team

Results: Deeper Conversations and Steady AUM Growth

With AdvizorPro integrated into its daily workflow, Longboard has shifted from broad, unfocused lists to intentional advisor targeting. This has led to more meaningful conversations, stronger partnerships, and sustainable AUM growth.

The firm’s approach demonstrates that boutique managers can scale strategically by combining data intelligence with personalized outreach.

Building Smarter Relationships with AdvizorPro

Longboard Asset Management shows that growth does not require volume. It requires clarity. By using real-time advisor intelligence and smart prospecting tools, the firm has turned targeted outreach into a measurable competitive advantage.

Your team can do the same. Discover how you can identify your best fit advisors, track high intent website visitors, and build efficient, data-driven campaigns with AdvizorPro.

Start your free trial and see how modern advisor intelligence can help your firm scale with purpose.

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