Guided by Purpose, Driven by Trust
Bequest Asset Management is a Registered Investment Adviser (RIA) under the Investment Advisers Act of 1940. As a fiduciary, we are unwavering in our commitment to placing our clients’ best interest first.
WHO ARE WE?
Our team of 20 seasoned professionals actively manages a diverse portfolio of income-generating assets across the United States. Bequest’s investment strategy focuses on identifying and enhancing value-add opportunities that produce consistent & predictable returns.
WHO WE WORK WITH?
We partner with RIAs, family offices, and both accredited and non-accredited investors seeking access to private, non-correlated assets—empowering them to confidently and efficiently achieve their financial goals.
TRACK
RECORD
The Health of Our Investment Fund Offerings
We have never missed a payment or have been late since inception to our investors in our 5+ year track record.
89M
Assets Under Management
62
Perfect Monthly Distributions
5
Years Track Record
Investment Options
Consistent Monthly Passive Income—Accessible to Everyone.
We believe wealth building shouldn’t be exclusive. That’s why our investment options are designed for both accredited and non-accredited investors.
The INCOME & LEGACY Funds
(For Accredited Investors Only)
The Bequest Income & Legacy Funds offer access to a diversified portfolio of private, income-generating assets—primarily focused on performing mortgage notes, alongside a multi-strategy allocation in real estate and energy. These funds are designed to deliver consistent, predictable monthly returns for investors seeking reliable income and long-term value.
The LEGACY CF Fund
(For Non-Accredited Investors)
The Bequest Legacy CF Fund is modeled after our successful Legacy Fund and is now accessible to non-accredited investors. Designed for long-term investors seeking to build generational wealth, the fund focuses on stable, high-yield private investments in sectors such as private real estate and modern energy.
INVESTOR
RESOURCES
Elevate Your Investment Decision-Making with Bequest
Discover how to set financial goals, develop an investment thesis, and establish an asset allocation plan to accomplish your goals.
