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Salvador Jose Juncadella iv

Investment adviser representative at Bigsur Partners, LLC
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
18 yearsFirm in business

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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

10 years in the industry.

  1. Bigsur Partners, LLCSep 2020 to now
  2. Twinfocus Capital PartnersOct 2019 to Aug 2020
  3. UnemployedAug 2019 to Oct 2019
  4. Bigsur Partners LLCMay 2016 to Aug 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (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
7562409
Firm CRD
146511
Advisor's SEC record (opens in a new tab)
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