Bequest Funds

  • Investment Bank/Securities Brokerage
  • Sarasota FL
  • 14 employees
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Company Overview

Headquarters
1255 N Gulfstream Ave # 101 101, Sarasota FL
Website
bqfunds.com
Employees
14
Founded in
2019
Industry
Investment Bank/Securities Brokerage
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Financials & Stats

Revenue

$10B

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Who is Bequest Funds

Bequest Funds is a company based in Sarasota, Florida, with 14 employees. Bequest Funds specializes in real estate, mortgage, and energy assets. They offer services encompassing the entire lifecycle of these assets, from acquisition to disposition. Additionally, they provide assistance to clients seeking guidance in alternative investment areas. Bequest Funds distinguishes itself through its comprehensive expertise across various asset classes, including real estate, mortgage, and energy. Their ability to navigate clients through the entire asset lifecycle, from acquisition to disposition, sets them apart. Furthermore, their willingness to explore alternative investment opportunities caters to a diverse clientele. Their website is bqfunds.com.

Company Leadership

Martin Saenz

Managing Partner

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Trish Higgins

Vice President Human Resources

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Bequest Funds Industry Tags

Investment Management
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Bequest Funds Tech Stack

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Twitter
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FAQ

What is the location of Bequest Funds's headquarters?
The headquarters of Bequest Funds are situated at 1255 N Gulfstream Ave # 101 101, Sarasota FL
What is Bequest Funds's official website?
The official website of Bequest Funds can be found at bqfunds.com.
What is Bequest Funds's current revenue?
As of June 2023, Bequest Funds's annual revenue reached $10B.
How many employees does Bequest Funds currently have?
Bequest Funds employs approximately 14+ people as of June 2023
Who is the Managing Partner of Bequest Funds?
Bequest Funds's Managing Partner is Martin Saenz
What are Bequest Funds's industry tags?
Bequest Funds's industry tags include: Investment Management
When was Bequest Funds founded?
Bequest Funds was founded in 2019.

Employee Directory

Key Employees

Shawn Muneio

Managing Partner

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Daniel Rosen

Senior Account Executive

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Gabrielle Smith

Collateral Coordinator

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James Keefe

Marketing Director - Investment Management

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