Form D · Other Real Estate

Bequest Equity Fund V, LLC

Sarasota, FL · CIK 0001933800

Offering snapshot reported Jun 24, 2022 · SEC filing

Reported sold
$550K
Offering amount: $3.5M
Investors reported
3
Form D · investor count
Minimum accepted
$200K
Reported outside-investor minimum
First sale
Jun 10, 2022
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

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FiledFiling typeReported soldChange vs linked filingInvestorsSource
Jun 24, 2022Initial$550,000No comparison3SEC filing

Offering details

Securities
Equity
Exemptions
06c
Duration over one year
Yes
Business combination
No
Sales commissions
$0
Finders' fees
$0
Form D file number
021-450153

Source: Form D, filed Jun 24, 2022. Minimum accepted may differ from a standard advertised minimum.

Fund connections

The linked fund shows its most recently reported ADV details.

Matched by reported Form D file number

BEQUEST EQUITY FUND V, LLC

Investment adviser: BEQUEST CAPITAL LLC

Gross asset value
$8.47M
Beneficial owners
22
ADV minimum commitment
$250K

Reported in Form ADV on Jun 11, 2025. Fund assets and beneficial owners measure different things from Form D sales and investors.

Service providers

Custodian FCI LENDER SERVICES, INC ANAHEIM HILLS, California, United States Related to adviser: No
Provider details
Annual audit
No
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

FCI LENDER SERVICES, INC
LEI DRE # 01022780

Filing source

Form ADV 1993016 · Jun 11, 2025 · Schedule D 7.B.(1), fund 805-9422177512

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

People & organizations

Current and past Form D appearances. These existing records do not establish a person's current role or uniquely identify them across issuers.

People and organizations reported in Form D filings
NameReported role
Llc Bequest Capital, Director
Kaveh Mehregan Executive
Amanda Mehregan Executive
Shawn Muneio Executive
Martin Saenz Executive

Issuer details

Industry: Other Real Estate (See others in industry)

Address:
2 North Tamiami Trail, Suite 710
Sarasota, FL, 34236