Bequest Asset Management, LLC is a real estate fund based in Sarasota, Florida. According to its most recent Form D, filed Oct 22, 2026, it has sold $250,000 of interests to 1 investor since its first sale in Oct 2026. The minimum investment it accepts from an outside investor is $25,000. The offering uses Rule 506(b), which does not permit general solicitation. Based on its first sale date and the amount raised, AltMountain classifies it as an emerging manager. Related persons named in the filing include Shawn Muneio; David Friedman; James Keefe.
- Total raised
- $250,000Cumulative sales reported on Form D
- Investors
- 1
- First sale
- Oct 7, 2026
- Minimum investment
- $25,000
- Who can invest
- Not stated
- Offering exemption
- Rule 506(b)No general advertising
- Key people and entities
- Shawn Muneio; David Friedman; James Keefe
- Latest Form D
- Oct 22, 2026
From SEC filings, not verified. This page republishes the fund's Form D as filed. It is not an offer, solicitation or recommendation, and AltMountain has not reviewed the fund. “Raised” is cumulative sales, not current assets or performance. Returns are not part of SEC filings. Private funds are speculative, illiquid and generally limited to accredited investors or qualified purchasers. Full disclosures · Request a correction
Questions about Bequest Asset Management, LLC
What is the minimum investment for Bequest Asset Management, LLC?
According to its latest Form D, filed Oct 22, 2026, the minimum investment Bequest Asset Management, LLC accepts from an outside investor is $25,000.
Who can invest in Bequest Asset Management, LLC?
Bequest Asset Management, LLC is generally open only to investors who meet the eligibility rules in its offering documents. It uses Rule 506(b), which does not allow general advertising.
How much has Bequest Asset Management, LLC raised?
Bequest Asset Management, LLC reports $250,000 sold from 1 investor on its Form D filed Oct 22, 2026. This is cumulative sales since the offering began, not current assets or performance.
Where is Bequest Asset Management, LLC based?
Bequest Asset Management, LLC is based in Sarasota, Florida.
When did Bequest Asset Management, LLC launch?
Bequest Asset Management, LLC reports its first sale in Oct 2026, which makes it an emerging manager by AltMountain's definition (first sale in 2021 or later and under $50 million raised).
Size compared with every real estate fund
Raised more than 35% of the 612 real estate funds based in Florida, and more than 18% of all 7,321 that report sales.