Spinnaker Trust
Overview
Spinnaker Trust is a trust and wealth management company based in Portland, Maine, providing complete wealth management services for families. They offer financial planning, trustee services, and tax and estate planning, helping clients plan for generations of financial security . The firm offers multiple strategies ranging from diversified portfolios built with low-cost Exchange Traded Funds (ETFs) as well as individual stock selection, fixed income and alternative assets .
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| ezCater | Oct 2012 | Series A Extension | Co-investor |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Spinnaker Trust based?
Spinnaker Trust is headquartered in Portland, Maine, United States.
When was Spinnaker Trust founded?
Spinnaker Trust was founded in 2001.
How many portfolio companies does Spinnaker Trust have?
Spinnaker Trust has 1 portfolio company in Caplight's dataset.
What are some companies in Spinnaker Trust's portfolio?
Portfolio companies visible on Caplight include ezCater.
What was Spinnaker Trust's most recent investment shown here?
Spinnaker Trust's most recent investment in this portfolio sample was in ezCater in 2012.
What sectors does Spinnaker Trust focus on?
Spinnaker Trust focuses on Consumer & Commerce, Mobility, Transportation & Logistics.
What company stages does Spinnaker Trust focus on?
Spinnaker Trust typically invests at the Early stage.
What is Spinnaker Trust's AUM?
Spinnaker Trust's assets under management are estimated between $1.0B and $10.0B.