Bespoke Investment Group LLC

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Assets, Funds, Holdings

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Bespoke Investment Group LLC
CRD #144080
SEC #801-120306
CIK #0001852229, 0001753215
AUM $101.3 M (2026-03-05)
Employees 6 (83% Investors, 0% Brokers)
Phone914-315-1248
Address105 Calvert St, Suite 100
Harrison, NY 10528
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
1108866442202010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 14 5.3
(b) Individuals (high net worth individuals) 45 96.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 119 101.3
By Discretionary
Discretionary 119 101.3
Non-Discretionary 0 0.0
Total 119 101.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 101.3
Total 119 101.3
EDGAR Form CIK 2011 - 2026
D [0001753215]
D [0001852229]
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XENA Financial Planning LLC
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Financial Action Inc
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