Overview
Assets Under Management: $101 million
Headquarters: HARRISON, NY
High-Net-Worth Clients: 45
Average Client Assets: $2.1 million
Frequently Asked Questions
BESPOKE INVESTMENT GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144080), BESPOKE INVESTMENT GROUP, LLC is subject to fiduciary duty under federal law.
BESPOKE INVESTMENT GROUP, LLC is headquartered in HARRISON, NY.
BESPOKE INVESTMENT GROUP, LLC serves 45 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, BESPOKE INVESTMENT GROUP, LLC offers portfolio management for individuals. View all service details ↓
BESPOKE INVESTMENT GROUP, LLC manages $101 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, BESPOKE INVESTMENT GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 45
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.79%
Average Client Assets: $2.1 million
Total Client Accounts: 119
Discretionary Accounts: 119
Regulatory Filings
CRD Number: 144080
Filing ID: 2064994
Last Filing Date: 2026-03-05 11:08:51