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BESPOKE INVESTMENT GROUP, LLC

HARRISON, NY · CRD 144080 · IAPD ↗ · 914-315-1248

$101.3MRegulatory AUM
5Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — BESPOKE INVESTMENT GROUP, LLC reported RAUM up 31% ($77.4M -> $101.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2025 — BESPOKE INVESTMENT GROUP, LLC reported RAUM up 51% ($51.2M -> $77.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — BESPOKE INVESTMENT GROUP, LLC reported RAUM up 25% ($41.0M -> $51.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.