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Building 2BIGSUR PARTNERS, LLC

Map pinMIAMI, FL
Phone305-740-6777
NotebookSEC #801-69024
Total AUM
$1.3B
Employees
16
Clients
80

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1441 BRICKELL AVENUE
SUITE 1450
MIAMI
FL 33131
United States
Operating Hours
9 AM TO 6 PM
Monday - Friday
Phone
305-740-6777

ReceiptFinancials

Total AUM
$1.3B
Accounts
226
Discretionary
$822.2M
Accounts
142
Non-Discretionary
$459.6M
Accounts
84

ContactClients

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HNW Individual Clients
79
AUM
$1.3B
Pooled Vehicle Clients
1
AUM
$162.7K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO CONSULTING, FAMILY OFFICE & CONSOLIDATED REPORTING SERVICES
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
% ASSETS UNDER CONSULTATION & REPORTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
DEFL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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