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BEQUEST CAPITAL LLC
CRD 334768 · SEC 801-132784
1255 N GULFSTREAM AVE, SUITE 101, SARASOTA, FL, 34236, United States
Phone
941-957-9979
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$39.5M
Discretionary AUM
$39.5M
Team
8 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2025-06-11
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $0 |
| Pooled investment vehicles | 3 | $39.5M |
States served
FL
All web addresses on file
Official SEC filing: View on IAPD