BIGSUR PARTNERS, LLC

Overview

Bigsur Partners, LLC is an independent registered investment adviser that acts as a capital allocator for both high-net-worth individuals/families and institutional clients. The firm provides discretionary and non‑discretionary portfolio management, manages pooled investment vehicles, and selects external managers on behalf of clients. Its fee mix includes traditional percentage-of-AUM billing plus performance-based arrangements and other fee structures, reflecting a willingness to align compensation with outcomes. Investment approach blends liquid public markets exposure with a meaningful allocation to third‑party alternative managers. The firm identifies and sponsors pooled vehicles—serving as sponsor, general partner, or managing member when appropriate—and pursues ESG-informed positions as an active ESG investor. That combination positions Bigsur to build multi-asset portfolios that mix mutual funds, ETFs and direct equities with private strategies where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices