| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Bequest Funds, LLC | Other Private | $21.2M | $50K |
| Bequest Legacy Fund I, LLC | Other Private | $10.4M | $250K |
| Bequest Equity Fund V, LLC | Other Private | $8.5M | $250K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Martin J Saenz | President | 50-75% | 2022 |
| Paul James Hirchak | Cco | Under 5% | 2025 |
| Shawn Phillip Muneio Control | Ceo | 50-75% | 2022 |
Bequest Capital LLC reports $39.5 million in regulatory assets under management on its Form ADV.
Bequest Capital LLC manages 4 private funds with combined gross assets of $41.2 million.
Bequest Capital LLC reports 8 employees.
Bequest Capital LLC is based in Sarasota, FL and has been SEC-registered since 2025.
Bequest Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1255 N Gulfstream Ave, Suite 101, Sarasota, FL 34236 |
| Phone | 941-957-9979 |
| Office hours | 9a.m. To 5p.m. Est |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $39.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $39.5M |