| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Lawrence Krongold Control | Member, Cfo | Under 5% | 2019 |
| Joseph Muir Stapleton Control | Managing Member | Under 5% | 2016 |
| Krongold Trust | Trustee | 25-50% | 2018 |
Spinnaker Investment Group, LLC reports $882 million in regulatory assets under management on its Form ADV.
Spinnaker Investment Group, LLC reports 10 employees.
Spinnaker Investment Group, LLC is based in Newport Beach, CA and has been SEC-registered since 2016.
Spinnaker Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4100 MacArthur Blvd., Suite 120, Newport Beach, CA 92660 |
| Phone | (949) 396-6700 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $826.9M |
| Non-discretionary | $55.1M |
| Total (RAUM) | $882M |