Bequest Bonds
Purpose-Driven Investing, Designed Just For You.
Learn about our most recent investment offering, The Bequest Bond, an investment vehicle designed for all investors.
Your Gateway to Reliable Returns and Real Security
Explore Our Bonds Below
Gain access to high yield investing with our proven track record. Select which bond offering aligns with your financial goals.
Why Choose A Bequest Bond?
Diversified Portfilio
Gain access to U.S. residential performing mortgages in over 38 state
Operator Pledge
Bequest strives to provide our investors with reliable and consistent returns across all of our offerings.
Transparency
Track your investments with 24/7 access, along with quarterly updates from Bequest directly.
Flexible Options
Choose between three separate bond offerings to suit your financial goals.
Accessible Investing
The Bequest Bond is available to all types of investors, including accredited and non-accredited investors.
The Bequest Bond
Be part of our journey, and explore investing.
Bequest specializes in investments designed to deliver consistent and predictable returns, catering to a diverse range of investors, including beginners, middle-income individuals, retirees, and seasoned professionals.
We invite you to join us on this exciting journey. The Bequest Bond is more than just an investment; it is a commitment to building a better future through investments intended to be responsible and impactful.
About Us
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 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.
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.
These offering materials may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its industry. These forward-looking statements are based on the beliefs of, assumptions made by, and information currently available to the company’s management. When used in the offering materials, the words “estimate,” “project,” “believe,” “anticipate,” “intend,” “expect,” and similar expressions are intended to identify forward-looking statements. These statements reflect management’s current views with respect to future events and are subject to risks and uncertainties that could cause the company’s actual results to differ materially from those contained in the forward-looking statements. Investors are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made. The company does not undertake any obligation to revise or update these forward-looking statements to reflect events or circumstances after such date or to reflect the occurrence of unanticipated events.
Please note investors in this offering will be clients of the issuer and not Dalmore Group, LLC (“Dalmore”), a registered broker-dealer and member FINRA/SIPC. Dalmore’s role in the transaction is to facilitate back office and regulatory functions related to the Regulation A transaction and acts only as the Broker/Dealer of record for the offering listed. Dalmore if not providing investment advice or recommendations, or legal or tax advice. This Reg A investment is speculative, illiquid, and involves are high degree of risk, including the possible loss of your entire investment. All investors should make their own determination, with the assistance of their own financial or other advisors, as to whether or not to make any investment, based on their own independent evaluation, analysis and circumstances.
An offering statement regarding this offering has been filed with the SEC. The SEC has qualified that offering statement, which only means that the company may make sales of the securities described by the offering statement, which only means that the company may make sales of the securities described by the offering statement. It does not mean that the SEC has approved, passed upon the merits or passed upon the accuracy or completeness of the information in the offering statement. The offering circular that is part of that offering statement is at: SEC FILING.
