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| Spinnaker Investment Group LLC
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|---|---|
| CRD # | 283414 |
| SEC # | 801-107671 |
| CIK # | 0001911067, 0001158970 |
| AUM | 1,072.9 M (2026-06-02) |
| Employees | 11 (73% Investors, 0% Brokers) |
| Phone | 949-396-6700 |
| Address | 4100 MacArthur Blvd Newport Beach, CA 92660 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 14.0 | ||
| Apple Inc | 13.6 | ||
| Nvidia Corp | 6.2 | ||
| Broadcom Inc | 5.9 | ||
| Amazon Com Inc | 2.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 643 | 180.9 |
| (b) Individuals (high net worth individuals) | 259 | 752.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 107 | 90.9 |
| (h) Charitable organizations | 3 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 38.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 9.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,337 | 1,072.9 |
| By Discretionary | ||
| Discretionary | 2,294 | 1,006.8 |
| Non-Discretionary | 43 | 66.0 |
| Total | 2,337 | 1,072.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,072.9 | |
| Total | 2,337 | 1,072.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001158970] | |
| 13F-HR | [0001911067] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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