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Fund Manager

Bequest Asset Management

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Bequest Asset Management

Fund Manager

Primary Strategy: Other

Year Founded: 2019

Number of Employees: 15

Ownership: Privately Held

Year End: December

Description

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 strateg

Contact

Website: Link to website

LinkedIn: linkedin.com/company/bequest-funds

Address

1255 N Gulfstream Ave, Suite 101, Sarasota, Florida, United States

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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