Bigsur Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,281,679,844
Clients
79
Advisors
5
of 16 employees
About
BigSur is an independent, fee-based global multi-family office that advises high net worth individuals, trusts, corporations, single family offices and pooled unregistered investment vehicles. The firm provides portfolio management (discretionary and non-discretionary), portfolio consulting, consolidated reporting, and family-office services that include management of non-securitized real estate, business entities, trustee support, selection of outside consultants, and concierge services.
The firm’s investment process is driven by client-specific investment policy statements, proprietary in‑house research supplemented by third‑party sources, and the use of third‑party managers when appropriate; BigSur manages traditional asset classes on a discretionary basis but obtains client consent before allocating to alternative investments. BigSur’s strategies and tools include equities, fixed income, ETFs, options and other derivatives, short sales and margin transactions, and the firm also operates manager‑of‑managers programs and consolidated reporting for non‑managed assets.
BigSur is notable among peers for acting as a private fund adviser and fund sponsor to a legacy pooled unregistered vehicle (BigSur Capital Partners Three Corporation) that is managed in accordance with its Governing Fund Documents and composed of non‑U.S. investors; the vehicle is administered with third‑party fund administrators and audited financials distributed to investors. The firm’s emphasis on multi‑family office operations for a relatively small number of very wealthy clients, its willingness to negotiate incentive/performance arrangements, and its formal governance (Investment Committee oversight and CCO reviews) to address conflicts of interest distinguish it from many team‑sized advisory firms.
Client services
Expertise
Occupation focus
Fee options
Typically ranging from 0.50% to 1.25% annually based on complexity and other criteria (not explicitly tiered but variable within this range)
Incentive fee up to 20% of account performance, negotiated on a case-by-case basis with pre-established thresholds. Clients must have net worth of at least $2,200,000 or $1,100,000 under management to qualify.
Account minimum: $20,000,000 Minimum fee: Minimum annual management/consultation fee of $20,000, which applies to the Client’s relationship as a whole. Lower minimum fees may be accepted at discretion. Fee-only: Management/Consultation Fee as a percentage of assets under management or consultation, typically 0.50% to 1.25% annually.
Main office
1441 Brickell Avenue, Suite 1450
Miami FL 33131
Advisors at this office
5
Most active in
Delaware · Florida
Also doing business as
Bigsur Partners, LLC · Bigsur Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Rafael I
CFA®, Series 63, Series 65
Miami, FL
Bigsur Partners, LLC
Rafael Iribarren is a CFA® charterholder with 12 years of industry experience, currently serving at BigSur Partners, LLC. He has been associated with BigSur Wealth Management LLC since 2007. BigSur Partners operates as a global multi-family office and SEC-registered investment adviser, providing investment advice, portfolio management, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and employs a range of strategies including derivatives and borrowing within client accounts.
Emilia D
Series 66
Miami, FL
Bigsur Partners, LLC
Emilia Dickey is a financial advisor at BigSur Partners, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Emilia has been with BigSur Wealth Management since 2019. BigSur Partners is a global multi-family office and SEC-registered investment adviser serving high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. The firm combines proprietary and third-party research on an open architecture platform, implementing discretionary management for traditional assets and client-consented alternative investments, while also providing family office services and managing legacy pooled vehicles.
Rosa R
Series 65
Miami, FL
Bigsur Partners, LLC
Rosa Rincon is a financial advisor at Bigsur Partners, LLC with five years of industry experience. She holds the Series 65 designation and has been affiliated with BigSur Wealth Management LLC since 2016. BigSur Partners is an independent, fee-based global multi-family office serving high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. The firm offers portfolio management, consulting, consolidated reporting, and family-office services, utilizing a client-specific investment process supported by in-house and third-party research.
Ignacio P
Series 63, Series 65
Miami, FL
Bigsur Partners, LLC
Ignacio Pakciarz is a financial advisor at BigSur Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with BigSur Wealth Management and BigSur Partners since 2007. Pakciarz serves on the Board of Overseers at New York University’s Stern School of Business and is a member of the Board of Directors for Avespa, a biotech company specializing in algae production. BigSur Partners is a global multi-family office and SEC-registered investment adviser that provides portfolio management, consulting, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and employs a range of investment strategies including discretionary management and third-party manager oversight.
Salvador J
Series 65
Miami, FL
Bigsur Partners, LLC
Salvador Juncadella IV is a financial advisor with BigSur Partners, LLC in Miami, FL, holding a Series 65 designation and four years of industry experience. He has worked at BigSur Partners since 2016 with a brief tenure at TwinFocus Capital Partners in 2019. BigSur Partners is an independent, fee-based global multi-family office serving high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm offers portfolio management, consulting, consolidated reporting, and family-office services using client-specific investment policies and proprietary research, with a focus on discretionary management of traditional assets and selective use of alternative investments.
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