Bequest Asset Management Employee Directory

Investment ManagementUnited States11-50 Employees

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.

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