Investment adviser · CRD 146511

BIGSUR PARTNERS, LLC

Investment adviser filing (IA)

BIGSUR WEALTH MANAGEMENT, LLC

MIAMI, FL, United States · Form ADV filed Mar 23, 2026

Regulatory AUM
$1.28B
Form ADV · Item 5.F
Client accounts
226
Accounts, not individual clients
Employees
16
Reported in this filing
Advisory professionals
9
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals79$1,281,679,844100.0%
Pooled investment vehicles1$162,7370.0%
Filing source

Form ADV 2051921 · Mar 23, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

BIGSUR CAPITAL PARTNERS THREE CORP.Other Private Fund · Last reported Mar 23, 2026$163KGross asset value
Fund administrator ALPS ALTERNATIVE INVESTMENT SERVICES LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor HLB GRAVIER. LLP CORAL GABLES, Florida, United States
Custodian CHARLES SCHWAB & CO., INC. WESTLAKE, Texas, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

HLB GRAVIER. LLP
PCAOB 3676

CHARLES SCHWAB & CO., INC.
SEC 8-16514

Fund details & source
Fund ID
805-6369768377
Reported beneficial owners
14
Minimum commitment
$200K

Form ADV 2051921 · Mar 23, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

BIGSUR CAPITAL PRIVATE OPPORTUNITIES 4 CORP.Other Private Fund · Last reported Mar 29, 2019$0Gross asset value
Fund administrator ALPS ALTERNATIVE INVESTMENT SERVICES LLC MIAMI, Florida, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor KABAT, SCHERTZER, DE LA TORRE, TARABOULOS & CO. MIAMI, Florida, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

KABAT, SCHERTZER, DE LA TORRE, TARABOULOS & CO.
PCAOB 3451

Fund details & source
Fund ID
805-2966073373
Reported beneficial owners
0
Minimum commitment
$0

Form ADV 1294158 · Mar 29, 2019 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 23, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Performance-based

Principal office

1441 BRICKELL AVENUE, SUITE 1450
MIAMI, FL, 33131, United States

CRD 146511

Filing source

Form ADV 2051921 · Mar 23, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.