Bespoke Advisory Llc
- Regulatory AUM
- $284M
- Discretionary
- $283M
- Clients
- 16
- Avg AUM / client
- $17.8M
- Accounts
- 16
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Apr 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 8 | $33.7M | 11.9% |
| Charitable organizations | 3 | $200M | 70.4% |
| Corporations and other businesses | 3 | $33.6M | 11.8% |
| Other | 2 | $16.7M | 5.87% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mcclintock, Lauren, Alexis | Director Of Operations And Chief Compliance Officer | Nov 2022 (4y) | Less than 5% | |
| Mcclintock, Matthew, Thomas | Executive Managing Director | Nov 2022 (4y) | Less than 5% | |
| Mintz, Jonathan, Alan | Senior Managing Director | Nov 2022 (4y) | Less than 5% | |
| Sorensen, Sune, Hojgaard | Managing Director Of Bespoke Advisory | Nov 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bespoke Group Unlimited Llc | Owner | Nov 2022 | A | 75% or more |
| The Whiskey Peak Trust | Owner | Nov 2022 | B | ≈ 37.5% – 75% via Bespoke Group Unlimited Llc |
| The Hell Of The North Trust | Owner | Nov 2022 | B | ≈ 37.5% – 75% via Bespoke Group Unlimited Llc |
| Two Ocean Trust Llc | Trustee | Jan 2022 | B | GP / trustee / elected manager of The Whiskey Peak Trust (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- The Whiskey Peak Trust: 50% – 75% of Bespoke Group Unlimited Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
- The Hell Of The North Trust: 50% – 75% of Bespoke Group Unlimited Llc × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/03/2026 | 1.13 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Two Ocean Trust Llc $260M (70% of AUM) May 2024
- Pictet & Cie (Europe) S.A. $110M (39% of AUM) Apr 2026
- Tetra Trust Company $77.2M (27% of AUM) Apr 2026
- Vontobel $47.9M (17% of AUM) Apr 2026
- Alliance Berstein $42.8M (41% of AUM) Sep 2025
- J.P. Morgan $20.5M (7% of AUM) Apr 2026
- Capital Union Bank $12.1M (12% of AUM) Sep 2025
- Anchorage Digital Bank National Association $10.0M (4% of AUM) Apr 2026
- Stonex $8.8M (8% of AUM) Sep 2025
- Capital Security Bank $7.6M (3% of AUM) Apr 2026
- Bitgo Holdings, Inc. $4.0M (1% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 03, 2026.
View current Form ADV (SEC/IAPD) ↗