Martin Saenz
Managing Partner at Bequest Funds | Sarasota, Florida, United States
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As the Managing Partner of Bequest Funds, Martin Saenz plays a pivotal role in shaping the firm’s strategic direction and enhancing its reputation as a premier provider of concierge services for Ultra High Net Worth (UHNW) individuals. With a deep expertise in investment management, particularly in real estate, mortgage, and energy assets, Martin leads key projects that focus on optimizing asset performance from acquisition to disposition. His hands-on approach ensures that clients receive tailored solutions that align with their unique investment goals and risk profiles.
Under Martin's leadership, Bequest Funds has successfully launched several innovative income fund solutions, catering specifically to the sophisticated needs of UHNW investors seeking stable cash flows from alternative investments. His proficiency in market research and business strategy enables him to identify emerging trends and opportunities within the alternative investment landscape, ensuring that clients are well-positioned to capitalize on lucrative market conditions.
Moreover, Martin's strong background in investor relations and banking allows him to cultivate lasting relationships with clients, fostering trust and transparency throughout the investment process. His adeptness in product development ensures that Bequest Funds remains at the forefront of industry advancements, continuously enhancing its service offerings to meet the evolving demands of its clientele. With a keen eye for detail and a commitment to excellence, Martin Saenz is dedicated to delivering unparalleled value and insight to UHNW individuals navigating the complexities of alternative investments.
Managing Partner at Bequest Funds in February 2013 to Present
Co-Founder & Managing Partner at LSDI in February 2005 to February 2013
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Investment Management
Alternative Investments
Investor Relations
Banking
Finance
Commercial Real Estate
Property Management
Financial Services
Cash Flow
Investments
Real Estate
Fixed-Income Investing
Government Contracting
Metal Fabrication
Digital Fabrication
Construction
Microsoft Office
Management
Customer Service
Product Development
Strategic Planning
Marketing Strategy
Sales Management
Microsoft Excel
Online Marketing
Business Strategy
Market Research
Entrepreneurship
Business Development
Business Planning
Online Advertising
Marketing
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Discover more about Bequest FundsWhat is Martin Saenz email address?
Email Martin Saenz at [email protected] and [email protected]. This email is the most updated Martin Saenz email found in 2026.
What is Martin Saenz phone number?
Martin Saenz phone number is +17039655188 and +18154941445.
How to contact Martin Saenz?
To contact Martin Saenz send an email to [email protected] or [email protected]. If you want to call Martin Saenz try calling on +17039655188 and +18154941445. (updated on October 29, 2024)
What company does Martin Saenz work for?
Martin Saenz works for Bequest Funds
What is Martin Saenz's role at Bequest Funds?
Martin Saenz is Managing Partner
What industry does Martin Saenz work in?
Martin Saenz works in the Financial Services industry.
Martin Saenz Email Addresses
Martin Saenz Phone Numbers
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