Bequest Capital focuses on providing consistent and predictable income through fixed-income solutions. They offer investment products across real estate, energy, and private credit. Bequest aims to build a trusted brand among retail investors and financial advisors, offering a fully integrated advisory platform to help investors make confident, long-term financial decisions. They manage funds investing in residential real estate mortgage notes, commercial business notes, and real estate loans.
Assets Under Management$40M
Clients4
AdvisorsN/A
Avg. per Client$9.9M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Management fee is 2.50% per annum of the net asset value of the Fund, calculated monthly at 0.2083%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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