A complete list of active advisors currently associated with Bigsur Partners, LLC

Warmer can help you find a great advisor at Bigsur Partners, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bigsur Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.