BESPOKE INVESTMENT GROUP, LLC
Adviser information for BESPOKE INVESTMENT GROUP, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New York, United States |
Employees
| Total Number of Employees | 6 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 81 | $51.2M |
| Non-Discretionary | 0 | $0 |
| Total | 81 | $51.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 13 | $3.8M |
| HNW Individuals | 35 | $47.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMSubscription fees |
Identifiers
| SEC RIA File Number | 801-120306 |
|---|---|
| SEC ERA File Number | 801-120306 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 144080 |
| Legal Entity Identifier | None |
Principal Office
105 CALVERT ST., SUITE 100HARRISON
NY
United States
Monday - Friday, 8AM - 5 PM
Tel: 914-315-1248, Fax: 866-903-7869
Chief Compliance Officer
JUSTIN WALTERS
PRINCIPAL
105 CALVERT STREET
SUITE 100
HARRISON
NY
United States
Tel:
914-315-1248
Fax:
866-903-7869
J*****@****************M
(Full email address available in API data)
Regulatory Contact
PAUL HICKEY
PRINCIPAL
105 CALVERT STREET
SUITE 100
HARRISON
NY
United States
Tel:
914-315-1248
Fax:
866-903-7869
P***@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WALTERS, JUSTIN | Individual | – | PRINCIPAL/CHIEF COMPLIANCE OFFICER | 05/2007 | 50-75% |
| HICKEY, PAUL, TIMOTHY | Individual | – | PRINCIPAL | 05/2007 | 50-75% |