Spinnaker Investment Group, LLC
● SEC registered since 2016CRD 283414SEC# 801-107671Newport Beach, CA
Reg. AUM
$1.07B
Employees
11
Accounts
2,337
Location
Newport Beach, CA
Spinnaker Investment Group, LLC assets under management
Spinnaker Investment Group, LLC operates as an SEC-registered investment adviser based in Newport Beach, CA. The firm has been registered since 2016. It reports $1.1 billion in regulatory assets under management and employs 11 people.
Spinnaker Investment Group, LLC owners & executives
11 reported| 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 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Spinnaker Investment Group, LLC manage?
Spinnaker Investment Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Spinnaker Investment Group, LLC have?
Spinnaker Investment Group, LLC reports 11 employees.
Where is Spinnaker Investment Group, LLC located?
Spinnaker Investment Group, LLC is based in Newport Beach, CA and has been SEC-registered since 2016.
Does Spinnaker Investment Group, LLC disclose fund performance?
Spinnaker Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$1.07B▲ 22%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$1.07Bregulatory AUM
Discretionary $1.01BNon-discretionary $66M