BIGSUR PARTNERS, LLC
Total AUM
$1.3B
Employees
16Clients
80Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1441 BRICKELL AVENUE
SUITE 1450
MIAMI
FL 33131
United States
SUITE 1450
MIAMI
FL 33131
United States
Operating Hours
9 AM TO 6 PM
Monday - Friday
Monday - Friday
Phone
305-740-6777
Financials
Total AUM
$1.3B
Accounts
226Discretionary
$822.2M
Accounts
142Non-Discretionary
$459.6M
Accounts
84
Clients
HNW Individual Clients
79AUM
$1.3B
Pooled Vehicle Clients
1AUM
$162.7K
Services
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
Compliance
Disclosures
None reported
State Registrations
DEFL
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.