Bigsur Partners, LLC

RIASEC Registered

Total AUM

$1.3B

Discretionary

$822M

64% of AUM

Avg account

$5.7M

Accounts

226

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 146511
Registered since: April 3, 2008
Website: www.bigsurpartners.com
Custodians: J.P. MORGAN SECURITIES INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees, Other
Client types: HNWI99.99%
Pooled Investment Vehicles0.01%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Bigsur Partners, LLC is an independent registered investment adviser and limited liability company that positions itself as a capital allocator for both individual/family and institutional clients. The firm is SEC registered (initial registration in 2008) and provides portfolio management for individuals and small businesses, manages pooled investment vehicles, and screens and selects outside advisers. Its fee arrangements include percentage-of-AUM and performance-based components, and the firm identifies as an active ESG investor. Bigsur Partners also serves as a sponsor, general partner and managing member of pooled vehicles. The firm was recognized by FA Magazine as a Top RIA Firms outlet in 2020.