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BEQUEST CAPITAL LLC

SARASOTA, FL · CRD 334768 · IAPD ↗ · bqfunds.com · 941-957-9979

$39.5MRegulatory AUM
3Advisory reps
8Employees
0Clients
0Planning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
July 2025 — BEQUEST CAPITAL LLC reported RAUM up 40% ($28.2M -> $39.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
June 2025 — BEQUEST CAPITAL LLC (SARASOTA, FL) is newly SEC-registered with $28.2M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.