SPINNAKER INVESTMENT GROUP, LLC
CRD #283414 SEC #801-107671 NEWPORT BEACH, CA (949) 396-6700
SEC Registered
Total AUM
$882M
Discretionary
$826.9M
Employees
10
Clients
1
Accounts
2,437
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | MEMBER, CFO | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | D | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | D | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | D | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | D | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | D | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | D | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | D | Control |
| STAPLETON, JOSEPH, MUIR | I | MANAGING MEMBER | D | Control |
| JOSEPH AND SARAH STAPLETON LIVING TRUST | DE | TRUSTEE | C | |
| JOSEPH AND SARAH STAPLETON LIVING TRUST | DE | TRUSTEE | C | |
| JOSEPH AND SARAH STAPLETON LIVING TRUST | DE | TRUSTEE | C | |
| JOSEPH AND SARAH STAPLETON LIVING TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| KRONGOLD TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C | |
| THE JOSEPH M STAPLETON TRUST | DE | TRUSTEE | C |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | E | Control |
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | E | Control |
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | E | Control |
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | E | Control |
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | E | Control |
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | E | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, MORGAN, ROBERT | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | Control |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| CHRISTEN, TRICIA | I | MORGAN AND TRICIA CHRISTEN REVOCABLE FAMILY TRUST | D | |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, ANDREW, LAWRENCE | I | KRONGOLD TRUST | D | Control |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| KRONGOLD, BRITTNEY | I | KRONGOLD TRUST | D | |
| STAPLETON, JOSEPH, MUIR | I | JOSEPH AND SARAH STAPLETON LIVING TRUST | D | Control |
| STAPLETON, JOSEPH, MUIR | I | JOSEPH AND SARAH STAPLETON LIVING TRUST | D | Control |
| STAPLETON, JOSEPH, MUIR | I | JOSEPH AND SARAH STAPLETON LIVING TRUST | D | Control |
| STAPLETON, JOSEPH, MUIR | I | JOSEPH AND SARAH STAPLETON LIVING TRUST | D | Control |
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | D | Control |
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | D | Control |
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | D | Control |
| STAPLETON, JOSEPH, MUIR | I | THE JOSEPH M STAPLETON TRUST | D | Control |
| STAPLETON, SARAH | I | JOSEPH AND SARAH STAPLETON LIVING TRUST | D | |
| STAPLETON, SARAH | I | JOSEPH AND SARAH STAPLETON LIVING TRUST | D | |
| STAPLETON, SARAH | I | JOSEPH AND SARAH STAPLETON LIVING TRUST | D | |
| STAPLETON, SARAH | I | JOSEPH AND SARAH STAPLETON LIVING TRUST | D | |
| STAPLETON, SARAH | I | THE JOSEPH M STAPLETON TRUST | D | |
| STAPLETON, SARAH | I | THE JOSEPH M STAPLETON TRUST | D | |
| STAPLETON, SARAH | I | THE JOSEPH M STAPLETON TRUST | D | |
| STAPLETON, SARAH | I | THE JOSEPH M STAPLETON TRUST | D |
Registrations
Federal
IA
Oct 23, 2025 REGISTERED
Notice Filings (19)
AZ CA CO FL GA ID IL LA NC NE NH NV NY OR TN TX UT VA WA
Address
4100 MACARTHUR BLVD.SUITE 120
NEWPORT BEACH, CA 92660
United States
Phone: (949) 396-6700