Bequest is a specialized private asset management and Sarasota, FL-based Registered Investment Adviser focused on real estate and energy assets that generate predictable monthly passive income. Our primary objective is to generate consistent and predictable cash flow for our investors. Our team of 20 professionals actively manage a diverse portfolio of assets across the U.S. Our investment strategy emphasizes securing value-add opportunities that generate reliable returns and monthly income. Our holdings include performing owner-occupied residential mortgage loans in suburban U.S. markets, 72,000 square feet of commercial and medical space, and a variety of cash-flowing energy assets throughout the country. A defining feature of our firm is our ownership structure: our managing partners have invested significant capital alongside investor contributions, aligning our interests and underscoring our commitment to the success of our ventures.
Company Details
- Employees
- 14
- Founded
- -
- Address
- 1255 N Gulfstream Ave #101,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- bqfunds.com
- Keywords
- Investments, Commercial Real Estate, Real Estate, Passive Income, Cashflow, Generational Wealth.
- HQ
- Sarasota, Florida
Bequest Asset Management Questions
Bequest Asset Management's website is bqfunds.com
Bequest Asset Management's LinkedIn profile is https://www.linkedin.com/company/bequest-funds
Bequest Asset Management has
14 employees.
View email and phone details for 14
employees at Bequest Asset Management.
Bequest Asset Management's industry is
Investment Management
Bequest Asset Management's top competitors are
Passage Global Capital Management,
Development Ventures Group (Deven),
Blue Owl Capital,
New Day, Inc.,
Sarabay Real Estate, Inc.,
Mountain Leadership Advisory & Consulting,
The Home Asset Experts,
Living Vogue Brokered By Exp Realty,
The Greater Sarasota Chamber Of Commerce,
Citadel.
Bequest Asset Management's categories are Investment Management
Bequest Asset Management's founding year is 2019
