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BIGSUR PARTNERS, LLC
Legal name: BIGSUR WEALTH MANAGEMENT, LLC
CRD 146511File 801-69024
APPROVED
Retail clients
Custody
Filing as of Mar 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.28B
Above cohort median (national)
Discretionary AUM
$822.2M
Non-discretionary $459.6M
Clients
80
226 accounts
Employees
16
Top 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 3, 2008
- Principal office
- 1441 BRICKELL AVENUE, SUITE 1450, MIAMI, FL, 33131
- Phone
- 305-740-6777
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.28B
- Discretionary AUM
- $822.2M
- Non-discretionary AUM
- $459.6M
- Discretionary accounts
- 142
- Non-discretionary accounts
- 84
- Total accounts
- 226
- AUM per client
- $16.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 79 | $1.28B |
| Pooled investment vehicles | 1 | $163K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — % ASSETS UNDER CONSULTATION & REPORTING FEES
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 78 | 80 | increased by2 |
| Apr 1, 2026 | AUM | $1,285,088,640 | $1,281,842,581 | decreased by$3,246,059 |
| Apr 1, 2026 | Accounts | 232 | 226 | decreased by6 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $1,302,661,646 | $1,285,088,640 | decreased by$17,573,006 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 16 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 68 | 78 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,153,340,314 | $1,302,661,646 | increased by$149,321,332 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 168 | 232 | increased by64 |
| Apr 1, 2022 | Employees | 16 | 17 | increased by1 |
| Apr 1, 2022 | Clients | 64 | 68 | increased by4 |
| Apr 1, 2022 | AUM | $1,014,271,596 | $1,153,340,314 | increased by$139,068,718 |
| Apr 1, 2022 | Accounts | 250 | 168 | decreased by82 |
| Oct 1, 2021 | Employees | 15 | 16 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BIGSUR PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BIGSUR PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.