RIA · CRD 165279SEC-Registered

Updated:

Spinnaker Financial Group

Spinnaker Financial Group, LLC is an SEC-registered investment adviser in Independence, OH. The firm manages approximately $59 million in regulatory assets.

Spinnaker Financial Group

Spinnaker Financial Group, LLC is an SEC-registered investment adviser in Independence, OH. The firm manages approximately $59 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Spinnaker Financial Group?

No public source identifies any principal or investment professional at Spinnaker Financial Group. The firm does not list a management team online, appear in SEC filings, or receive press coverage naming individuals. The decision-making structure is unknown.

What investment strategy does Spinnaker Financial Group follow?

There is no public documentation of Spinnaker Financial Group's investment strategy. The firm has no website, no published track record, and no media coverage describing its asset allocation, sector preferences, or stage focus. Public records do not show any investment advisor registration, suggesting it may manage only internal capital.

Is Spinnaker Financial Group a single-family office or multi-family office?

The firm's type cannot be determined from public sources. The name 'Spinnaker Financial Group' could indicate a single-family office, multi-family office, or a holding company. No external disclosures clarify its structure.

Where is Spinnaker Financial Group headquartered?

Spinnaker Financial Group's headquarters location is not publicly disclosed. Legal registration as a limited liability company does not specify a principal office address. No offices are listed in any public directory.

How can allocators or GPs engage with Spinnaker Financial Group?

Without a publicly listed website, phone number, or email address, there is no known method to contact Spinnaker Financial Group. The firm does not appear at industry conferences, in co-investment networks, or in fundraising data. Direct outreach would require identifying principals through alternative means.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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