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 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.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$282M in ETFs
95%
$266M
4%
$15.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $30.6M | 40,082 | 10.88% |
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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