Bespoke Advisory LLC
● SEC registered since 2023CRD 323909SEC# 801-127194Evergreen, CO
Reg. AUM
$284M
Employees
9
Accounts
16
Location
Evergreen, CO
Bespoke Advisory LLC assets under management
Bespoke Advisory LLC is an investment advisory firm registered with the SEC based in Evergreen, CO. The firm has been registered since 2023. It reports $284 million in regulatory assets under management and employs 9 people.
Bespoke Advisory LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bespoke Group Unlimited LLC Control | Owner | Over 75% | 2022 |
| Jonathan Alan Mintz Control | Senior Managing Director | Under 5% | 2022 |
| Lauren Alexis McClintock Control | Chief Operating Officer And Chief Compliance Officer | Under 5% | 2022 |
| Matthew Thomas McClintock Control | Chief Executive Officer | Under 5% | 2022 |
| Robert Erik Larity Control | Chief Investment Officer | Under 5% | 2025 |
| Sune Hojgaard Sorensen Control | President Of Client Services & Asset Management | Under 5% | 2022 |
| Southpac International | Trustee | — | 2024 |
| Sune Hojgaard Sorensen Control | Owner | 25-50% | 2025 |
| The Hell of the North Trust Control | Owner | 25-50% | 2022 |
| The Whiskey Peak Trust Control | Owner | 25-50% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Bespoke Advisory LLC manage?
Bespoke Advisory LLC reports $284 million in regulatory assets under management on its Form ADV.
How many employees does Bespoke Advisory LLC have?
Bespoke Advisory LLC reports 9 employees.
Where is Bespoke Advisory LLC located?
Bespoke Advisory LLC is based in Evergreen, CO and has been SEC-registered since 2023.
Does Bespoke Advisory LLC disclose fund performance?
Bespoke Advisory LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 32065 Castle Court Suite 250 a, Evergreen, CO 80439 |
| Phone | 877-777-6845 |
| Office hours | 9a.m. - 6p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$284M▲ 171%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,306 advisers
EmployeesTop 43%
More than 57% of 16,824 advisers
Assets under management
$284Mregulatory AUM
Discretionary $283MNon-discretionary $1M