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Bespoke Investment Group, LLC

● SEC registered since 2021CRD 144080SEC# 801-120306Harrison, NY
Export (members)
Reg. AUM
$77.4M
Employees
6
Accounts
100
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 $77.4 million in regulatory assets under management and employs 6 people.
www.instagram.com/bespokeinvestView on SEC.gov ↗

Bespoke Investment Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Justin Walters ControlPrincipal/Chief Compliance Officer50-75%2007
Paul Timothy Hickey ControlPrincipal50-75%2007

Frequently asked questions

How much does Bespoke Investment Group, LLC manage?

Bespoke Investment Group, LLC reports $77.4 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

Address105 Calvert St., Suite 100, Harrison, NY 10528
Phone914-315-1248
Fax866-903-7869
Office hours8a.m. - 5 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$77.4M
Non-discretionary$0
Total (RAUM)$77.4M