BEQUEST CAPITAL LLC
SEC RegisteredGuided by Purpose, Driven by Trust
About the firm
Bequest Asset Management is a Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940. As a fiduciary, they are committed to placing clients' best interests first, uniting accredited and non-accredited investors to create greater market influence and deliver customized investment solutions. Their expertise is in Real Estate, Mortgage, and Energy Assets from acquisition to disposition.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment options including Bequest Income Funds (diversified portfolio of private, income-generating assets focused on performing mortgage notes, real estate, and energy, for accredited investors only) and Bequest Bonds (fixed-income opportunities with flexible durations for accredited and non-accredited investors), with expertise in Real Estate, Mortgage, and Energy Assets from acquisition to disposition.
Who they serve
RIAs, family offices, and both accredited and non-accredited investors seeking access to private, non-correlated assets.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | — |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 3 | $40M |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Office locations
Regulatory & compliance
Data as of June 11, 2025 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BEQUEST CAPITAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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