Bequest Asset Management Employee Directory

Investment ManagementFlorida, United States11-50 Employees

Bequest Asset Management is a private asset management firm and a Registered Investment Adviser based in Sarasota, Florida, focusing on real estate and energy assets designed to generate steady monthly passive income. The company emphasizes producing consistent cash flow for investors and employs a team of professionals to actively manage a diverse portfolio across the United States. Its investment approach seeks value-add opportunities that yield reliable returns and recurring income.

Its assets span performing owner-occupied residential mortgage loans in suburban U.S. markets, a 72,000-square-foot portfolio of commercial and medical space, and cash-flowing energy assets across the country. The firm's ownership structure features managing partners who have invested substantial capital alongside investors, aligning interests with outcomes. It positions itself as a mid-sized, specialized asset manager within the investment management industry.

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