Bespoke Investment Group, LLC
● SEC registered since 2021CRD 144080SEC# 801-120306Harrison, NY
Reg. AUM
$101.3M
Employees
6
Accounts
119
Location
Harrison, NY
Bespoke Investment Group, LLC assets under management
Bespoke Investment Group, LLC is an SEC-registered investment adviser based in Harrison, NY. The firm has been registered since 2021. It reports $101.3 million in regulatory assets under management and employs 6 people.
Bespoke Investment Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Justin Walters Control | Principal/Chief Compliance Officer | 50-75% | 2007 |
| Paul Timothy Hickey Control | Principal | 50-75% | 2007 |
Frequently asked questions
How much does Bespoke Investment Group, LLC manage?
Bespoke Investment Group, LLC reports $101.3 million in regulatory assets under management on its Form ADV.
How many employees does Bespoke Investment Group, LLC have?
Bespoke Investment Group, LLC reports 6 employees.
Where is Bespoke Investment Group, LLC located?
Bespoke Investment Group, LLC is based in Harrison, NY and has been SEC-registered since 2021.
Does Bespoke Investment Group, LLC disclose fund performance?
Bespoke Investment Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 105 Calvert St., Suite 100, Harrison, NY 10528 |
| Phone | 914-315-1248 |
| Fax | 866-903-7869 |
| Office hours | 8a.m. - 5 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.3M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$101.3Mregulatory AUM
Discretionary $101.3M