Form D · Other Investment Fund

Bespoke Capital Strategies, L.P. - Series Tax-Exempt Hedged Equity

Richmond, VA · CIK 0002002376

Offering snapshot reported Dec 19, 2025 · SEC filing

Reported sold
$76.4M
Indefinite offering
Investors reported
41
Form D · investor count
Minimum accepted
$100K
Reported outside-investor minimum
First sale
Jan 1, 2014
As reported in this filing

Fundraising history

Reported sold
Reported amount sold by Form D filing date$0$38.2M$76.4MDec 19, 2023: $48,753,100.00Dec 19, 2023Dec 19, 2024: $52,373,100.00Dec 19, 2024Dec 19, 2025: $76,373,100.00Dec 19, 2025

Dates are filing dates, not cash receipt dates. Decreases are reported revisions, not evidence of withdrawals. Separate offering histories are not added together.

What changed?

Latest filing versus its linked predecessor, where available.

  • Reported sold$52,373,100 → $76,373,100
  • Reported investors38 → 41

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Dec 19, 2025Amendment$76,373,100$24,000,000vs Dec 19, 202441SEC filing
Dec 19, 2024Amendment$52,373,100$3,620,000vs Dec 19, 202338SEC filing
Dec 19, 2023Initial$48,753,100No comparison36SEC filing

Offering details

Securities
Pooled investment fund
Exemptions
06b, 3C, 3C.1
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-500170

Source: Form D, filed Dec 19, 2025. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BESPOKE CAPITAL STRATEGIES LP - SERIES TAX-EXEMPT HEDGED EQUITY

Investment adviser: LOWE, BROCKENBROUGH & COMPANY, INC.

Gross asset value
$91.5M
Beneficial owners
32
ADV minimum commitment
$110K

Reported in Form ADV on May 13, 2026. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Fund administrator ALTER DOMUS (U.S.) LLC SALT LAKE CITY, Utah, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BAKER TILLY US LLP PLANO, Texas, United States
Custodian CITIZENS BANK N.A. PROVIDENCE, Rhode Island, United States Related to adviser: No
Custodian FIRST REPUBLIC BANK SAN FRANCISCO, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BAKER TILLY US LLP
PCAOB 23

Filing source

Form ADV 2105541 · May 13, 2026 · Schedule D 7.B.(1), fund 805-1050801385

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
N/A Bespoke Cs Gp Llc Executive
N/A Bespoke Ps Gp, Llc Executive
Austin Brockenbrough, Iii Executive
Austin Brockenbrough, Iv Executive
Charles M. Caravati, Iii Executive
Christopher B. Culbertson Executive
Christopher J. Dion Executive
Rebecca H. Kovach Executive
N/A Lowe, Brockenbrough & Company, Inc. Executive
David A. Lyons Executive
Walter S. Robertson Executive
Matthew P. Shaia Executive

Issuer details

Industry: Pooled Investment Fund (See others in industry)

Address:
Lowe, Brockenbrough & Company, Inc 920 Libbie Avenue, Suite 201
Richmond, VA, 23226