A complete list of active advisors currently associated with Spirit Global Investment Advisors, LLC
Warmer can help you find a great advisor at Spirit Global Investment Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Spirit Global Investment Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 14
|
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