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Bequest Asset Management Details
Assets Under Management$90M
Number of Deals Exited5
AAR11.00%
5.00
Bequest Asset Management Website
Bequest Asset ManagementBequest Asset Management Overview
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 interests first. 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. Our current holdings include performing, owner-occupied residential mortgage notes in suburban markets, 72,000 square feet of commercial and medical real estate, and a range of cash-flowing energy assets nationwide. A key differentiator of our firm is our ownership model: our managing partners have invested substantial personal capital alongside our clients, ensuring alignment and reinforcing our dedication to long-term success.
Address
1255 North Gulfstream Ave Suite 101
Sarasota,
Florida
34236
Year Founded
2008
Operates In
Alabama
Alaska
Arizona
Arkansas
California
Asset Classes
Mortgage Notes
Data Center
Debt
Healthcare
Medical Office
Accepted Investors
Accredited
Non-Accredited
Institutional
Family Office
highlighted review
Justin C.
5.00
"Highly recommend!"
Bequest funds is a very transparent and communicative group. I've been invested in both their Legacy and Income Funds and they have continued to pay distributions like clockwork. Their principal, Martin Saenz, is very accessible and delivers to his investors!
Justin C.
5.00
"Highly recommend!"
Bequest funds is a very transparent and communicative group. I've been invested in both their Legacy and Income Funds and they have continued to pay distributions like clockwork. Their principal, Martin Saenz, is very accessible and delivers to his investors!
