CRD: 169442
Spirit Global Investment Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-09-2013
- Office Locations
- 1
Office Locations
About Spirit Global Investment Advisors, LLC
Spirit Global Investment Advisors is a San Diego-based, fee-based fiduciary led by Earl Wong, focused on sophisticated UHNW and institutional investors. The firm builds portfolios spanning public markets, institutional-quality alternatives (private equity/credit, real estate, hedge funds) and digital assets, acting as a conflict-free “manager of managers” via platforms like CrystalFunds and CAIS with consolidated subscription and reporting. Digital asset services include institutional custody (Anchorage Digital, Copper) and crypto-backed lending.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EARL C. WONG
Chief Compliance Officer, Managing Member
- CRD
- #5801913
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $85,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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