Our Team Is Here For You

A Registered Investment Adviser (RIA) firm focusing on Real Estate and Energy. Our main focus is acquiring & managing assets that provide consistent and predictable returns without compromise.

"Bequest is always so considerate. They offer quick replays of their investment portfolio reviews, which is a nice feature. The level of confidence the team members have, along with their track record of accomplishments, gives investors like me a ton of confidence in our investments. Keep up the great work!"

Mac, Current Investor.

Bequest is a Registered Investment Adviser (RIA) firm focusing on Real Estate and Energy. Our main focus is acquiring & managing assets that provide consistent and predictable returns without compromise.

Martin Saenz

Managing Partner

Leads the overall growth at Bequest. For over 20 years, Martin has owned and operated multiple successful businesses. Mr. Saenz is an expert at high-level strategy and has experience in fast-start ventures with multiple publications on investing. Considered a thought leader in the real estate, mortgage note, and passive income industry.

Shawn Muneio

Managing Partner

Leads the investment and company strategy at Bequest, driving growth through cutting-edge technology and innovative strategies while maintaining a people-first approach. Under his leadership, Bequest has become the fastest-growing asset management firm in Sarasota, FL, setting new industry standards in efficiency and client-focused solutions.

Jim Hirchak

Chief Financial Officer

Trish Higgins

Chief Operating Officer

James Keefe

Chief Commercial Officer

Kayla Daurio

Associate Brand Manager

Lenna Sells

Sr. Investor Relations Specialist

Shaun Ausborn

Sr. Investor Relations Specialist

Rebekah Samples

Investor Relations Specialist

Krystal Ballistreri

Financial Controller

Gabby Smith

Investor Concierge Associate

Christopher Ortiz

Operations Engineer

Frequently Asked Questions

Am I eligible to invest?

Per SEC guidelines, Bequest has two offerings available: Regulation D and Regulation A. The Bequest Income Funds are Regulation D funds that are only available to accredited investors. The Bequest Bonds are Regulation A bonds that are available to non-accredited investors but are limited to no more than 10% of the person’s annual income or net worth.

How long have the Fund Operators been managing funds?

Bequest has been managing funds since 2014.


Can I Invest in a Bequest Investment if I am a resident in another country?

Yes, Bequest accepts investments from most other countries which an investor is able to verify that the investment is legal under their country’s laws.


When and how do I receive my preferred returns?

Preferred returns are directly deposited into your account (via ACH) the 1st business day of each month. Investors also have the option to compound the preferred return along with the initial investment and earn a greater overall return over time

Disclaimer: Bequest Asset Management does not make investment recommendations and no communication through this website should be construed as a recommendation of any security. Alternative investments in private placements are highly illiquid, speculative, and involve a high degree of risk. Past performance is not indicative of future results.  Prior to investing, carefully consider the respective fund documentation for details about potential risks, charges, and expenses. The value of an investment may go down as well as up.  Investors receive illiquid and/or restricted membership interests that may be subject to holding period requirements and/or liquidity restrictions. Alternative investments such as private equity should only be a part of your diversified investment portfolio.

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