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BESPOKE INVESTMENT GROUP, LLC
CRD 144080File 801-120306
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$101.3M
Bottom 25% of cohort (national)
Discretionary AUM
$101.3M
Clients
59
119 accounts
Employees
6
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 11, 2021
- Principal office
- 105 CALVERT ST., SUITE 100, HARRISON, NY, 10528
- Phone
- 914-315-1248
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $101.3M
- Discretionary AUM
- $101.3M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 119
- Non-discretionary accounts
- 0
- Total accounts
- 119
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 45 | $96.0M |
| Individuals (other than high net worth individuals) | 14 | $5.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Publications
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 56 | 59 | increased by3 |
| Apr 1, 2026 | AUM | $77,354,495 | $101,322,521 | increased by$23,968,026 |
| Apr 1, 2026 | Accounts | 100 | 119 | increased by19 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 6 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 46 | 56 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $54,386,277 | $77,354,495 | increased by$22,968,218 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 79 | 100 | increased by21 |
| Oct 1, 2022 | Employees | 6 | 5 | decreased by1 |
| Aug 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | Clients | 42 | 46 | increased by4 |
| Apr 1, 2022 | AUM | $44,347,737 | $54,386,277 | increased by$10,038,540 |
| Apr 1, 2022 | Accounts | 76 | 79 | increased by3 |
| Oct 1, 2021 | Employees | 4 | 5 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BESPOKE INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BESPOKE INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.