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Bigsur Wealth Management, LLC

● SEC registered since 2008CRD 146511SEC# 801-69024Miami, FL
Export (members)
Ranks #2,367 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.29B
Fund GAV
$67K
Private funds
1
Employees
16
Accounts
232
Location
Miami, FL

Bigsur Wealth Management, LLC assets under management

Bigsur Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Miami, FL. The firm has been registered since 2008. It reports $1.3 billion in regulatory assets under management and employs 16 people. Bigsur Wealth Management, LLC manages 1 private fund with combined gross assets of $67,478, including Bigsur Capital Partners Three Corp. By regulatory assets, it ranks 2,367 of 5,911 private fund managers.

Bigsur Wealth Management, LLC private funds

1 funds · $67K GAV
FundTypeGross assetsMin.
Bigsur Capital Partners Three Corp.Other Private$67K$200K

Bigsur Wealth Management, LLC owners & executives

8 reported
NameTitleOwnershipSince
Bigsur Partners, LLC ControlManaging Member; Sole OwnerOver 75%2007
Ignacio Gabriel Pakciarz ControlManager - Co-Ceo/Co-FounderUnder 5%2007
Olga PerezOperations ManagerUnder 5%2020
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Frequently asked questions

How much does Bigsur Wealth Management, LLC manage?

Bigsur Wealth Management, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Bigsur Wealth Management, LLC manage?

Bigsur Wealth Management, LLC manages 1 private funds with combined gross assets of $67,478.

How many employees does Bigsur Wealth Management, LLC have?

Bigsur Wealth Management, LLC reports 16 employees.

Where is Bigsur Wealth Management, LLC located?

Bigsur Wealth Management, LLC is based in Miami, FL and has been SEC-registered since 2008.

Does Bigsur Wealth Management, LLC disclose fund performance?

Bigsur Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1441 Brickell Avenue, Suite 1450, Miami, FL 33131
Phone305-740-6777
Fax305-350-9998
Office hours9 a.m. To 6 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$825.2M
Non-discretionary$459.9M
Total (RAUM)$1.29B

Service providers