Spirit Global Investment Advisors, LLC

Overview

Spirit Global Investment Advisors, LLC is an independent, California-registered investment adviser organized as an LLC and owned by an individual. The firm serves high-net-worth individuals and family clients, charging fees as a percentage of assets under management and focusing on discretionary portfolio management. Its advisory mandate includes separate account portfolio management for individuals and small businesses as well as for business or institutional clients. The firm does not identify as an active ESG investor and appears to operate primarily within California rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices