Rafael Maria Iribarren
Investment adviser representative at Bigsur Partners, LLC
12 yearsExperience
2 statesRegistered in
CFADesignation
$1.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Bigsur Partners, LLCMar 2025 to now
- Bigsur Wealth Management LLCNov 2007 to now
- Bigsur Partners LLCNov 2007 to May 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 2 states (DE, FL).
Bigsur Partners, LLC
Legal name: Bigsur Wealth Management, LLC
$1.3BAssets managed
80Clients
5Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4171908
- Firm CRD
- 146511