Mandate & appetite
- Preferred strategies
- Value Add
- Target geographies
- Us & Canada
- Typical ticket
- $2m–$10m
- AUM
- —
- Real-asset allocation
- RE 100%
- Appetite
- —
Investor profile
Spinnaker Trust, founded in 2001 and based in Portland, Maine, is a wealth management firm that offers financial planning, investment management, and real estate consulting services, focusing on serving a global clientele. The firm expanded in 2012 through a merger with Ram Trust, enhancing its capabilities in investment solutions and trustee services.
Unlock mandates & allocation signals
See Spinnaker Trust's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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