Bespoke Advisory - Investment Advisers

About Bespoke Advisory

Bespoke Advisory LLC is an investment adviser headquartered in Evergreen, Colorado. It is registered with the U.S. Securities and Exchange Commission and appears in the directory of U.S. investment advisers and among investment advisers in Colorado. The registry reports regulatory assets under management of $284.04 million and nine employees. The firm began as a strategic advisory and fractional family office serving a single family. Its advisory work later extended to ultra-high-net-worth investors and founders in the digital asset sector. The company then formed Bespoke Advisory LLC to offer full-service regulated asset management, and it later received formal approval from the SEC. It states that before that restructuring it had surpassed $500 million in assets under advisement through non-regulated family office services. The firm works with individuals, families and endowments that have at least $5 million in assets. It builds globally diversified portfolios across public equities, private investments, digital assets, precious metals and hard currencies. It describes itself as a fiduciary that must put client interests first. Its approach emphasizes direct ownership of assets, held in the client's name or in trust structures the client controls, and it offers values-aligned strategies that include impact investing and philanthropic planning.

Key Facts

Assets Under Management

$284.04M

Employees

9

SEC File Number

801-127194