Bigsur Partners, LLC
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
FINTRXOverview
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 portfolio management for individuals and pooled investment vehicles and also selects and allocates to third‑party managers. Its fee arrangements include a percentage of assets under management and performance-based components, reflecting involvement with alternative strategies and pooled vehicles. Bigsur identifies as an active ESG investor and serves as sponsor, general partner, or managing member of pooled investment vehicles. The firm was formed in 2008 and operates as a limited liability company. Bigsur received recognition in FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds27%
- Exchange Traded Equities25%
- Investment Grade Corp Bonds14%
- Other12%
- Private Funds10%
Owners & executives
2 of 2
Ignacio Pakciarz
Founder and Co-CEOCRD 2814634
Pablo Brezman
Chief Compliance OfficerCRD 7709254
Contacts
3 of 5
Emilia Dickey
PartnerCRD 5190397
Rosa Rincon
Head of Investment Research & ProductsCRD 7291694
Rafael Iribarren
Founding PartnerCRD 4171908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$282M in ETFs
94%
$266M
4%
$16.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $30.8M | 41,135 | 10.91% |
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 1441 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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