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Bespoke Advisory LLC

● SEC registered since 2023CRD 323909SEC# 801-127194Evergreen, CO
Export (members)
Reg. AUM
$105M
Employees
6
Accounts
14
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 $105 million in regulatory assets under management and employs 6 people.

Bespoke Advisory LLC owners & executives

9 reported
NameTitleOwnershipSince
Bespoke Group Unlimited LLC ControlOwnerOver 75%2022
Jonathan Alan Mintz ControlSenior Managing DirectorUnder 5%2022
Lauren Alexis McClintock ControlDirector Of Operations And Chief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Bespoke Advisory LLC manage?

Bespoke Advisory LLC reports $105 million in regulatory assets under management on its Form ADV.

How many employees does Bespoke Advisory LLC have?

Bespoke Advisory LLC reports 6 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

Address32065 Castle Court Suite 250 a, Evergreen, CO 80439
Phone877-777-6845
Office hours9a.m. - 6p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$46.3M
Non-discretionary$58.7M
Total (RAUM)$105M