BIGSUR PARTNERS, LLC

BIGSUR WEALTH MANAGEMENT, LLC

CRD 146511 · SEC 801-69024

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1441 BRICKELL AVENUE, SUITE 1450, MIAMI, FL, 33131, United States

Phone

305-740-6777

Fax

305-350-9998

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.28B

Discretionary AUM

$822.2M

Team

16 total employees; 9 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; % ASSETS UNDER CONSULTATION & REPORTING FEES

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersPORTFOLIO CONSULTING, FAMILY OFFICE & CONSOLIDATED REPORTING SERVICES

Client types

Type	Clients	AUM
High net worth individuals	79	$1.28B
Pooled investment vehicles	1	$163K

States served

DE, FL

All web addresses on file

https://facebook.com/bigsurpartners.com
http://www.bigsurpartners.com
https://www.linkedin.com/company/bigsur-partners/

Official SEC filing: View on IAPD