# SPINNAKER INVESTMENT GROUP, LLC

SPINNAKER INVESTMENT GROUP, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 283414
- Type: SEC-registered investment adviser
- SEC file number: 801-107671
- Location: 4100 MACARTHUR BLVD., SUITE 120, NEWPORT BEACH, CA, 92660
- Phone: (949) 396-6700
- Latest filing: 2026-06-02
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $66.0M
- Clients: 11
- Accounts: 2,337

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (12)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283414/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283414/similar
- Related entities: https://search.stillhousedata.com/firm/283414/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283414

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.