Form D · Other Real Estate

Bequest Legacy Fund I, LLC

Sarasota, FL · CIK 0001970211

Offering snapshot reported Apr 6, 2023 · SEC filing

Reported sold
$350K
Offering amount: $50M
Investors reported
2
Form D · investor count
Minimum accepted
$50K
Reported outside-investor minimum
First sale
Mar 23, 2023
As reported in this filing

What changed?

Latest filing versus its linked predecessor, where available.

No comparable changes in the displayed metrics.

Filing history

Scroll to see all columns →

FiledFiling typeReported soldChange vs linked filingInvestorsSource
Apr 6, 2023Initial$350,000No comparison2SEC 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
021-478181

Source: Form D, filed Apr 6, 2023. 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 LEGACY FUND I, LLC

Investment adviser: BEQUEST CAPITAL LLC

Gross asset value
$10.4M
Beneficial owners
58
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

Fund administrator FORMIDIUM CORP. DOWNERS GROVE, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor TESSERACT ADVISORY GROUP OWINGS MILLS, Maryland, United States
Custodian FCI LENDER SERVICES, INC ANAHEIM HILLS, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

FCI LENDER SERVICES, INC
LEI CA DRE # 01022780

Filing source

Form ADV 1993016 · Jun 11, 2025 · Schedule D 7.B.(1), fund 805-8684270172

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
Shawn Muneio Executive
Martin Saenz Executive
Kaveh Toranj Toranj Mehregan Executive

Issuer details

Industry: Other Real Estate (See others in industry)

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