Overview

Bequest was built by investors, for investors, to provide stable, high-yield income opportunities backed by tangible assets. With over five years of on-time payments and fully audited funds, the Legacy Fund reflects our commitment to transparency, discipline, and long-term investor confidence.

The Fund invests directly in performing residential mortgage notes, commercial real estate, and energy assets—three asset classes designed to generate predictable income while reducing exposure to market volatility. Investors benefit from consistent monthly distributions and the flexibility to choose either cash flow or compounding growth.

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Professional Services

Fund Administrator Industry FinTech

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Sandy Fliderman 954-790-6333 sandy@industryft.com https://industryft.com

Transfer Agent FuseFi Transfer LLC

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Joseph Latona 305 239 8960 ta@fusefi.com https://www.fusefitransfer.com/