Bespoke Investment Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Harrison, NY. Its latest Form ADV filing, dated March 5, 2026, reports $101M in regulatory assets under management, 6 employees, and 119 accounts.
Assets Under Management
$101M
Employees
6
Offices
--
Total Clients
59
Primary office
HARRISON, NY
105 CALVERT ST., SUITE 100, HARRISON, NY, United States
Portfolio management for individuals and small businesses
Publication of periodicals or newsletters
Fee models offered
2 types reported
Asset based fees
Subscription fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 76.3% of total clients.
Top client categories% of clientsClients
1
HNWI
76.3%
45
2
Individuals
23.7%
14
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of March 5, 2026
Discretionary100.0%
$101M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$101M
Total Accounts119
10Y AUM Change+$57M (+128.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee10:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.