Spirit Global Investment Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$85,000,000
Clients
10
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$8,500,000
About
Spirit Global Investment Advisors serves family offices, ultra‑high‑net‑worth individuals, and institutional allocators with discretionary portfolio management across public markets, curated alternative funds, and digital asset services. The firm organizes its advisory work as a manager‑of‑managers consolidation point, offering access to private equity, private credit, real assets, hedge strategies, and institutional‑grade digital asset custody and lending.
Its investment approach combines institutional‑grade fundamental analysis, quantitative portfolio optimization, and thematic allocations to disruptive sectors, with portfolios tailored to each client's objectives and periodically rebalanced. Spirit Global sources alternative managers and model portfolios through platform partnerships (including CAIS and Crystal Capital) and emphasizes conflict‑free recommendations, disclosing that it receives no compensation from underlying fund managers.
Noteworthy for a single‑advisor independent firm, Spirit Global oversees roughly $85 million for a very small client base and explicitly targets institutional and HNW mandates rather than typical retail individual clients. The firm also provides institutional digital asset custody and crypto‑backed lending through chartered custody partners (such as Anchorage and MPC custody via Copper.co) and reports a 7% principal capital investment alongside client assets to align its economic interests with clients.
Client services
Portfolio management
Expertise
Private / alternative investments
Tax-loss harvesting
Real estate investing
Wealth management
Occupation focus
Founder/Business Owner
Executive
Retired
Fee options
$0 - $1,000,000: 1.50% $1,000,001+: 1.00%
Account minimum: $1,000,000
Main office location
Spirit Global Investment Advisors, LLC
10679 Westview Parkway, Second Floor
San Diego CA 92126, United States
Number of offices
1
Most active in
Spirit Global Investment Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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