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Legacy Fund

Steady & Predictable Monthly Passive Income Diversified Across Real Estate & Energy Asset Classes

Designed to Harness Consistent and Predictable Income for You and Your Family

The Legacy Fund offers you the opportunity to diversify your portfolio into institutional asset classes that are proven during the ups and downs of the economy. You will have access to the experience and expertise of the fund operator and their proven track record of success. Generate legacy wealth for you and your family with consistent and predictable monthly passive income with the option to compound your income to create even more income in your portfolio.

Investment Overview

50M Fund, Reg D 506C Evergreen Fund

Ideal For Passive Income Investor who is looking for consistent double digit returns, paid monthly, backed by a diverse set of inflation-resilient assets.


  • 11% Preferred Return
  • Monthly Distributions
  • 250K Min Investment
  • 2 Year Commitment


  • 10% Preferred Return
  • Monthly Distributions
  • 50K Min Investment
  • 2 Year Commitment

Investment Example

$100,000 Investment Into Legacy Fund – Power Of Compound Interest

With an initial investment of $100,000, with $1,000 added monthly over 15-years, you can expect a total investment value of $859,862.30 at the end of the 15-year period.


End Balance   $859,862.30
Starting Amount   $100,000.00
Total Contributions   $180,000
Total Interest   $579,862.30

Legacy Fund FAQs

How long have the Fund Operators been managing funds?

We have been managing funds since 2013. All distributions have been made according to schedule and no investor principal investment capital has been lost.

Do I have to be an accredited investor to participate in Bequest funds?

Yes, our Reg D fund offerings are structured for accredited investors only. Per SEC, an accredited investor is:

  • Net worth over $1 million, excluding primary residence (individually or with spouse or partner)
  • Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year

What is the minimum and maximum fund investment?

The minimum investment for Legacy Fund is $50,000 and the maximum is $1,000,000 per EIN.

When and how do I receive my preferred returns?

Preferred returns are directly deposited into your account (via ACH) the 1st business day of each month. Investors also have the option to compound the preferred return along with the initial investment and earn a greater overall return over time.

Will I own specific assets held in the fund?

If you invest, you become a part owner of the entire fund versus a specific asset held by the fund. Therefore, your capital is diversified across the entire portfolio.

What percentage does the energy asset class represent for this fund?

Legacy Fund consists of two asset classes including real estate and energy.  Within real estate, assets include residential, owner-occupied mortgages throughout the United States.  Within energy, majority of assets include oil & gas, along with a small value-add Bitcoin Mining asset category.

Are there fees associated with this fund?

There are fees to manage the assets that constitute this fund offering. However, these fees do not impact the projected return to our investors.

Can I invest with an IRA or 401k?

Yes, you can invest into Bequest utilizing qualified funds. We have several custodians that can help walk you through the process if you do not have a self-direct account in place.

How often will I be updated on my investment?

Investors will receive their preferred return distributions on a monthly basis. Investor statements and Quarterly Newsletters will be issued on a quarterly basis.

What is the difference between Class A and Class B participation?

The classes are set up to be able to offer different rates and terms within the same fund.

What is an Evergreen Fund?

An evergreen fund is an opened fund with no expiration date. We offer safe, reliable options for investors seeking long-term solutions to earn passive income.

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