BESPOKE INVESTMENT GROUP, LLC

Overview

Bespoke Investment Group, LLC is a small, equity-focused registered investment adviser that combines discretionary portfolio management for individuals and small businesses with a publication/subscription component. The firm’s filings show a clear preference for exchange-traded equities and separately managed account structures, and it also operates a periodical or newsletter line of business that generates subscription fees alongside traditional percentage-of-AUM advisory charges. Bespoke is not an active ESG investor and is organized as an individual-owned limited liability company that registered with the SEC in 2021. Investment activity centers on direct exposure to publicly traded securities held in custodied accounts, with portfolio decisions made on a discretionary basis. The firm’s client base is concentrated on individuals and families, which aligns with its use of individualized SMA solutions and subscription research products rather than broad institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices