The Bequest Legacy Fund
Diversify Your Portfolio With One Investment
Learn about our most recent investment offering, the Bequest Legacy Fund, an investment vehicle designed for all investors.
Your Gateway to Three Industries with Just One Investment
US Performing Mortgage Notes in Over 38 States
Monthly or Compound
Why Choose The Bequest Legacy Fund?
Diversified Portfilio
Gain access to U.S. residential performing mortgage notes in over 38 states.
Operator Pledge
Transparency
Track your investments with 24/7 access, along with quarterly updates from Bequest directly.
Flexible Payouts
Accessible Investing
The Bequest Legacy Fund
Be part of our journey, and explore investing.
For new investors, middle-income individuals and retirees looking for a firm that focuses on investments intended to provide consistent and predictable returns. The Bequest Legacy Fund offers an opportunity to invest in assets across three different industries with one investment decision.
We invite you to join us on this exciting journey. The Bequest Legacy Fund is more than just an investment; it is a commitment to building a better future through investments intended to be responsible and impactful.
Guided by Purpose, Driven by Trust
Who Are We?
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 interest first.
Who We Work With?
We partner with RIAs, family offices, and both accredited and non-accredited investors seeking access to private, non-correlated assets – empowering them to confidently and efficiently achieve their financial goals.
Frequently Asked Questions
Bequest has been managing funds since 2014.
The minimum investment for a Bequest accredited fund is $50,000 and the maximum is $1,000,000 per EIN. The minimum for the Legacy CF non-accredited fund is $10,000
The Bequest Legacy Fund is a Regulation CF fund that is available to both accredited as well as non-accredited investors. Non-accredited investors are limited to no more than 10% of the person’s annual income or net worth. For more information, click here.
You may submit your investment as a wire transfer for accredited funds. For non-accredited, you may select the online portal. Please contact the Investor Relations team if you have any questions.
Yes, Bequest accepts investments from most other countries which an investor is able to verify that the investment is legal under their country’s laws.
Individuals over 18 years of age can invest. However, currently, Canadian citizens are not able to invest in Regulation CF offerings.
Once your investment is finalized, you can log into your account from the bqfunds.com website. Please note, that it may take 30-45 days for your investment to be reflected.
Monthly Preferred Returned Distributions (Non-Compounding Investors – All Share Classes)
Bequest Funds LLC and Bequest Legacy Fund I LLC
Your monthly preferred return will be disbursed from our bank account on the first or second business day following the end of each month.
Monthly Investor Statements (All Investors – All Share Classes)
Bequest Funds LLC and Bequest Legacy Fund I LLC
You will receive your monthly investor statement on or before the 10th calendar day after each month end.
Monthly Profit Share Distribution (Class E – Legacy Fund Only)
Bequest Legacy Fund – Class E Profit Share
Bequest Capital will finalize the monthly EBITDA calculation for Class E profit share by the 11th calendar day following each month end. Profit share distributions (in USD or Bitcoin, as elected) will be sent from our account on or before the 15th calendar day of the month.
For the quickest response, please send an email to invest@bqfunds.com.
Yes, each Bequest Fund offers the opportunity for you to either (a) receive a monthly distribution (e.g. passive income) or (b) compound your interest for greater growth. Simply select which option you would like during the purchase.
There are fees to manage the assets. However, these fees do not impact the projected return to our investors.
Generally, an accredited investor, in the context of a natural person, includes anyone who: earned income that exceeded $200,000 (or $300,000 together with a spouse or spousal equivalent) in each of the prior two years, and reasonably expects the same for the current year.
All investors will receive their monthly investor statement on or before the 10th business day after the end of each month.
Preferred returns are directly deposited into your account (via ACH) the 1st or 2nd 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.
All investors will receive their monthly investor statement on or before the 10th business day after the end of each month.
Yes, you can invest into Bequest investment offerings 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. Please contact the investor relations team for more information.
Every quarter, the leadership team offers all investors the opportunity to attend either a live webinar or recorded on-demand recap of the quarter. These events typically happen the first week of the following month of the quarter. Topics generally include capital raise efforts and investment strategies within the firm’s established position in the market, overall health of the funds, internal updates, and upcoming events.
You may cancel your investment at any time, for any reason until 48 hours prior to a closing occurring. If you have already funded your investment, your funds will be promptly refunded to you upon cancellation. To submit a request to cancel your investment, please email bequestsupport@industryft.com
All available financial information can be found on the offering pages under “Offer Memorandum” located throughout this page.
Dalmore Group, LLC requires information around the organization of the company, the corporate structure and ownership, people behind the company, information that is provided to investors, terms of the offering, transaction documents, and due diligence of the company.
Please download additional education materials here.
Join The Discussion
This site is operated by Dalmore Group, LLC (“Dalmore Group”), which is a registered broker-dealer, and member of FINRA | SIPC, located at 530 7th Avenue, Suite 902, New York, NY 10018, please check our background on FINRA’s BrokerCheck. All securities-related activity is conducted by Dalmore Group, LLC (“Dalmore Group”). Dalmore Group does not make investment recommendations and no communication, through this website or in any other medium should be construed as a recommendation for any security offered on or off this investment platform. Equity crowdfunding investments in private placements, and start-up investments in particular, are speculative and involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest in start-ups. Companies seeking startup investments through equity crowdfunding tend to be in earlier stages of development and their business model, products and services may not yet be fully developed, operational or tested in the public marketplace. There is no guarantee that the stated valuation and other terms are accurate or in agreement with the market or industry valuations. Additionally, investors may receive illiquid and/or restricted stock that may be subject to holding period requirements and/or liquidity concerns. In the most sensible investment strategy for start-up investing, start-ups should only be part of your overall investment portfolio. Further, the start-up portion of your portfolio may include a balanced portfolio of different start-ups. Investments in startups are highly illiquid and those investors who cannot hold an investment for the long term (at least 5-7 years) should not invest. Dalmore Group does not provide custody services in connection any investments made through the platform.
