SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bigsur Partners, LLC
Miami, FL
Bigsur Wealth Management, LLC, CRD 146511
Firm filing updated March 23, 2026 ·
- $1.3BAssets
- 80Clients
- 9Advisory staff
- 226Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Performance-based feesYes
- OtherYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
Who the firm serves
- High net worth individuals79
- Pooled vehicles1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| High net worth individuals | 79 | $1.3 billion |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $162,737 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "PORTFOLIO CONSULTING, FAMILY OFFICE & CONSOLIDATED REPORTING SERVICES"
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisors (including private fund managers)
- Other: "PORTFOLIO CONSULTING, FAMILY OFFICE & CONSOLIDATED REPORTING SERVICES"
Assets and accounts
- Regulatory assets$1.3 billion
- Accounts226
- Discretionary$822.2 million · 142 accounts
- Non-discretionary$459.6 million · 84 accounts
People
- Employees16
- Advisory staff9
- Broker-dealer reps0
- Licensed insurance agents0
Advisors
5 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Bigsur Wealth Management, LLC SEC-registered investment advisor. CRD 146511, SEC file 801-69024.
- Registered with the SEC as an investment advisor (status date on record: April 3, 2008).
Is Bigsur Partners, LLC a fiduciary?
Short answer: Bigsur Partners, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.