The RIA That
Breaks The Mold
- Investing since 2008
- 94M AUM
- Managing Partners Have Skin in the Game
- Dedicated to Spreading Consistent & Predictable Returns to the World
OUR JOURNEY
Creating A Better World with One Single Investment Started In 2008
2008
The story of Bequest began when founders Martin Saenz and Shawn Muneio started investing in real estate. With a focus on buy-and-hold strategies, they quickly gained a reputation for their expertise in residential and commercial properties.
2013
Bequest officially launched its note-investing asset management program, focusing on owner-occupied residential properties. With a portfolio of over 1,000 notes, Bequest delivered on its proprietary systems around acquisitions, due diligence, and asset management.
2019
Managing Partners Martin and Shawn expanded the business to include a 17 million secured private mortgage notes division. A year later, Bequest launched the Income Fund for accredited investors. This provided a unique opportunity for investors to diversify their portfolios and earn monthly passive income.
2022
Bequest continued to grow and innovate, further expanding into the commercial real estate market with a focus on medical offices. The company acquired 61000 square feet of medical office space as a syndication offering to investors.
2023
Bequest now welcomes investors across all 50 states and Canada, providing enhanced diversification and superior returns through the successful launch of the real estate and energy-centric Legacy Fund.
2024
Bequest is proud to introduce The Bequest Legacy Fund. Most firms only offer investment options to accredited, or wealthy individuals. The Bequest Legacy Fund brings our proven investment offerings to ALL types of investors.
2025
As Bequest celebrates its 5th anniversary in 2025, we remain committed to delivering consistent and predictable returns through asset-backed funds—grounded in transparency, consistency, and genuine care for our growing investor community. In alignment with this mission, Bequest Asset Management has become a Registered Investment Adviser under the Investment Advisers Act of 1940.
Building Generational Wealth As A Family
Our Team is Here for You
Registered Investment Adviser 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.
