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 Aug 17, 2026

Regulatory AUM

$1.28B

Above cohort median (national)

Discretionary AUM

$822.2M

Non-discretionary $459.6M

Clients

226 accounts

Employees

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
Website: https://facebook.com/bigsurpartners.com

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.