SPINNAKER INVESTMENT GROUP, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 283414). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Morgan Robert Christen | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; TRUSTEE | — |
| Joseph Muir Stapleton | MANAGING MEMBER; TRUSTEE | — |
| Andrew Lawrence Krongold | MEMBER, CFO; TRUSTEE | — |
| Tricia Christen | TRUSTEE | — |
| Brittney Krongold | TRUSTEE | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| CHRISTEN MORGAN ROBERT | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; TRUSTEE | — |
| STAPLETON JOSEPH MUIR | MANAGING MEMBER; TRUSTEE | — |
| KRONGOLD ANDREW LAWRENCE | MEMBER; MEMBER, CFO; TRUSTEE | — |
| KRONGOLD BRITTNEY | TRUSTEE | — |
| CHRISTEN TRICIA | TRUSTEE | — |
| STAPLETON SARAH | TRUSTEE | — |