BIGSUR PARTNERS, LLC
Latest filing: Mar 10, 2025 (145 days ago)
AUM
$1,302,661,646
6% change vs. 1 year ago
13% change vs. 3 years ago
29% change vs. 5 years ago
263% change vs. 10 years ago
Employee Count
16
-6% change vs. 1 year ago
-6% change vs. 3 years ago
-27% change vs. 5 years ago
23% change vs. 10 years ago
Main Office
MIAMI, FL
1441 BRICKELL AVENUE, MIAMI, FL, UNITED STATES, 33131
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.8 |
| Non-Discretionary | $0.5 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $1.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 77 | $1.3 |
| Average HNW AUM | $16,899,467 | |
| Retail Total | 77 | $1.3 |
| Average Retail AUM | $16,899,467 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| J.P. MORGAN SECURITIES LLC | NEW YORK-NY-USA | $0.5 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $1.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 24% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 3% | $0.0 |
| Municipal | 3% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 15% | $0.2 |
| HY Credit | 4% | $0.1 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 24% | $0.3 |
| Other Pools | 11% | $0.1 |
| Cash | 5% | $0.1 |
| Other | 11% | $0.1 |
| Total | 100% | $1.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BIGSUR PARTNERS, LLC | $0.0 | - | |
| BIGSUR REAL ESTATE LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
5 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| IGNACIO PAKCIARZ | MIAMI | FL | S63|1997-01-23|S65|2004-12-02 | ||||||
| RENE NEGRON | MIAMI | FL | S63|2016-07-23|S65|2022-05-23 | ||||||
| SALVADOR JUNCADELLA IV | MIAMI | FL | S65|2022-07-18 | ||||||
| ROSA RINCON | MIAMI | FL | S65|2020-12-09 | ||||||
| EMILIA DICKEY | MIAMI | FL | S66|2006-10-20 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.3 | $0.0 | 0% | 16 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.0 | 0% | 16 | 0 | 0% |
| 2024-04-02 | $1.2 | $0.1 | 6% | 17 | -1 | -6% |
| 2023-04-04 | $1.2 | $0.1 | 13% | 18 | -2 | -11% |
| 2022-04-01 | $1.2 | $0.1 | 13% | 17 | -1 | -6% |
| 2021-04-05 | $1.0 | $0.3 | 28% | 15 | 1 | 7% |
| 2020-04-01 | $1.0 | $0.3 | 29% | 22 | -6 | -27% |
| 2019-04-01 | $1.0 | $0.3 | 36% | 20 | -4 | -20% |
| 2018-04-02 | $1.0 | $0.3 | 25% | 21 | -5 | -24% |
| 2017-04-01 | $0.7 | $0.6 | 90% | 19 | -3 | -16% |
| 2016-04-01 | $0.7 | $0.6 | 97% | 18 | -2 | -11% |
| 2015-04-01 | $0.4 | $0.9 | 263% | 13 | 3 | 23% |
| 2014-04-01 | $0.3 | $1.0 | 304% | 12 | 4 | 33% |
| 2013-04-01 | $0.3 | $1.0 | 278% | 12 | 4 | 33% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| FL, DE-08/19/2015, FL-04/03/2008 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV