Bequest Capital LLC
● SEC registered since 2025CRD 334768SEC# 801-132784Sarasota, FL
Ranks #5,895 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$39.5M
Fund GAV
$41.2M
Private funds
4
Employees
8
Accounts
4
Location
Sarasota, FL
Bequest Capital LLC assets under management
Bequest Capital LLC is an SEC-registered investment adviser based in Sarasota, FL. The firm has been registered since 2025. It reports $39.5 million in regulatory assets under management and employs 8 people. Bequest Capital LLC manages 4 private funds with combined gross assets of $41.2 million, including Bequest Funds, LLC. By regulatory assets, it ranks 5,895 of 6,004 private fund managers.
Bequest Capital LLC private funds
4 funds · $41.2M GAV| 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 |
See all 4 funds — unlock the full record.
Join to unlock · $37/moBequest Capital LLC owners & executives
3 reported| 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 |
Frequently asked questions
How much does Bequest Capital LLC manage?
Bequest Capital LLC reports $39.5 million in regulatory assets under management on its Form ADV.
How many private funds does Bequest Capital LLC manage?
Bequest Capital LLC manages 4 private funds with combined gross assets of $41.2 million.
How many employees does Bequest Capital LLC have?
Bequest Capital LLC reports 8 employees.
Where is Bequest Capital LLC located?
Bequest Capital LLC is based in Sarasota, FL and has been SEC-registered since 2025.
Does Bequest Capital LLC disclose fund performance?
Bequest Capital LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$39.5M▲ 40%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
AUM vs fund managersTop 98%
Larger than 2% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$39.5Mregulatory AUM
Discretionary $39.5M
Fund type mix
Other Private3
Real Estate1
Service providers
Auditor
Prime broker
Custodian
Administrator