# Bespoke Investment Group, LLC

> Bespoke Investment Group, LLC is an SEC-registered investment advisory firm in Harrison, NY, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 144080
- Filed as: BESPOKE INVESTMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Harrison, NY
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144080
- AdvisorCensus page: https://advisorcensus.com/firm/bespoke-investment-group-llc-harrison-ny-144080

## Quick answers

**How is Bespoke Investment Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bespoke Investment Group, LLC reports these compensation arrangements: a percentage of assets under its management; subscription fees (for a newsletter or periodical).

**How much does Bespoke Investment Group, LLC charge?**
Its Form ADV Part 2A brochure dated March 5, 2026 states: Subscription: $39 a month (Bespoke Newsletter); Subscription: $395 a year (Bespoke Newsletter); Subscription: $99 a month (Bespoke Premium); Subscription: $995 a year (Bespoke Premium); Subscription: $195 a month (Bespoke Institutional/Bespoke All Access); Subscription: $1,995 a year (Bespoke Institutional/Bespoke All Access). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Bespoke Investment Group, LLC located?**
Bespoke Investment Group, LLC's principal office is in Harrison, NY, according to its Form ADV.

**Is Bespoke Investment Group, LLC registered with the SEC or a state?**
Bespoke Investment Group, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 144080.

**How much does Bespoke Investment Group, LLC manage?**
Bespoke Investment Group, LLC reports $101,322,521 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Bespoke Investment Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bespoke Investment Group, LLC: Regulatory assets under management: $44,347,737 in the October 2021 data and $101,322,521 in the October 2026 data, up 128%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bespoke Investment Group, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (45); individuals (other than high net worth individuals) (14).

**Which custodians does Bespoke Investment Group, LLC use?**
Bespoke Investment Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Bespoke Investment Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144080

**Does Bespoke Investment Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 5, 2026 says: "There is an account minimum of $200,000 for Bespoke’s portfolio management services, but exceptions may be made."

**What changed in Bespoke Investment Group, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $77,354,495 to $101,322,521 (+31%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Account minimum: $200,000 (the brochure says it may be waived or negotiated)

> There is an account minimum of $200,000 for Bespoke’s portfolio management services, but exceptions may be made.

- Subscription: $39 a month (Bespoke Newsletter)

> The monthly or annual fees for the Bespoke online subscription services are: Bespoke Newsletter $39 per month or $395 per year

- Subscription: $395 a year (Bespoke Newsletter)

> The monthly or annual fees for the Bespoke online subscription services are: Bespoke Newsletter $39 per month or $395 per year

- Subscription: $99 a month (Bespoke Premium)

> Bespoke Premium $99 per month or $995 per year

- Subscription: $995 a year (Bespoke Premium)

> Bespoke Premium $99 per month or $995 per year

- Subscription: $195 a month (Bespoke Institutional/Bespoke All Access)

> Bespoke Institutional/Bespoke All Access $195 per month or $1,995 per year

- Subscription: $1,995 a year (Bespoke Institutional/Bespoke All Access)

> Bespoke Institutional/Bespoke All Access $195 per month or $1,995 per year

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $101,322,521
- Discretionary: $101,322,521
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,277,407 |
| High net worth individuals | 45 | $96,045,114 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NE, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bespokeinvest.substack.com
- bespokepremium.com/wealthmanagement
- haystackcharts.com
- Instagram @bespokeinvest
- LinkedIn @bespoke-investment-group
- X @BESPOKEINVEST

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $44,347,737 | 5 | September 14, 2021 |
| October 2022 | $54,386,277 | 5 | September 19, 2022 |
| October 2023 | $40,966,132 | 5 | September 20, 2023 |
| October 2024 | $51,215,128 | 6 | August 29, 2024 |
| October 2025 | $77,354,495 | 6 | March 10, 2025 |
| October 2026 | $101,322,521 | 6 | March 5, 2026 |

Regulatory assets under management: $44,347,737 in the October 2021 data and $101,322,521 in the October 2026 data, up 128%.
Total employees: 5 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $77,354,495 to $101,322,521 (+31%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bespoke Investment Group, LLC (CRD 144080): Form ADV filing data as of October 2026.