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
Mortgages, Commercial Real Estate, & Energy
Monthly or Compound
Why Choose The Bequest Legacy Fund?
Diversified Portfilio
Gain access to U.S. residential performing mortgages, commercial real estate, and energy operations.
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.
A Family Office Committed To Always Doing Right By Our Investors.
Who Are We?
Sarasota, FL based asset management firm focused on Real Estate and Energy. Our main focus is acquiring and managing assets intended to provide consistent and predictable monthly passive income.
Who We Work With?
We partner with family offices, accredited and non-accredited investors, including business owners, corporate executives, and employees, all striving to improve the world, one investment at a time.
Frequently Asked Questions
Bequest has been managing funds since 2014.
The minimum investment for the Bequest Legacy Fund is $10,000 and the maximum is $1,000,000. You may make incremental deposits at any time at $10,000 each.
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 using a credit card, wire, and ACH. Please note that there are different clearing times associated with each payment type. If you choose to pay via credit card, please verify that your investment amount is within your credit card limit and that your credit card company allows the purchase of securities.
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 either Click on the “client login” button above or download the Industry FT app on the Google Playstore or Apple App Store to view your Funds there. Please note, that it can take 30-45 days for your Funds to be reflected in the app after the investment has been finalized.
For the quickest response, please send an email to bequestsupport@industryft.com. Alternatively, you can book a call here.
Yes, each Bequest Legacy Fund purchase 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. You may also switch your decision at anytime, please allow for at least 30 days of processing this change. You must confirm your banking information through the client login portal after the purchase has been made.
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.
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No money or other consideration is being solicited, and if sent in response, will not be accepted. No offer to buy the securities can be accepted and no part of the purchase price can be received until the offering statement is filed with the SEC and only through an intermediary’s platform. Any such offer may be withdrawn or revoked, without obligation or commitment of any kind, at any time before notice of acceptance given after the date of filing. An indication of interest involves no obligation or commitment of any kind.
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.
