# Bigsur Partners, LLC

> Bigsur Partners, LLC is an SEC-registered investment advisory firm in Miami, FL, registered since 2008, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 146511
- Filed as: BIGSUR PARTNERS, LLC
- Legal name: Bigsur Wealth Management, LLC
- Also doing business as: BIGSUR PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146511
- AdvisorCensus page: https://advisorcensus.com/firm/bigsur-partners-llc-miami-fl-146511

## Quick answers

**How is Bigsur Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bigsur Partners, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees; other.

**Where is Bigsur Partners, LLC located?**
Bigsur Partners, LLC's principal office is in Miami, FL, according to its Form ADV.

**Is Bigsur Partners, LLC registered with the SEC or a state?**
Bigsur Partners, LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 146511.

**How much does Bigsur Partners, LLC manage?**
Bigsur Partners, LLC reports $1,281,842,581 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (64% discretionary).

**How have Bigsur Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bigsur Partners, LLC: Regulatory assets under management: $1,014,271,596 in the October 2021 data and $1,281,842,581 in the October 2026 data, up 26%. Total employees: 16 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bigsur Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (79); pooled investment vehicles (other than investment companies and business development companies) (1).

**Which custodians does Bigsur Partners, LLC use?**
Bigsur Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and J.P. Morgan Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Bigsur Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/146511

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Minimum annual fee: $20,000

> We generally require a minimum annual Management/Consultation Fee of $20,000 which applies to the Client’s relationship as a whole and not to each of the Client’s individual legal entities.

> Fees and account minimums for all services are negotiable based upon certain criteria (i.e. anticipated future earning capacity, anticipated future additional assets, dollar amount of assets to be managed, related accounts, account composition, complexity of the account, etc.).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- J.P. Morgan Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,281,842,581
- Discretionary: $822,217,597
- Non-discretionary: $459,624,984

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 79 | $1,281,679,844 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $162,737 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bigsurpartners.com
- Facebook @bigsurpartners.com
- LinkedIn @bigsur-partners

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,014,271,596 | 16 | September 17, 2021 |
| October 2022 | $1,153,340,314 | 17 | March 18, 2022 |
| October 2023 | $1,154,404,333 | 18 | August 28, 2023 |
| October 2024 | $1,225,651,951 | 17 | January 31, 2024 |
| October 2025 | $1,285,088,640 | 16 | July 16, 2025 |
| October 2026 | $1,281,842,581 | 16 | March 23, 2026 |

Regulatory assets under management: $1,014,271,596 in the October 2021 data and $1,281,842,581 in the October 2026 data, up 26%.
Total employees: 16 in October 2021 and 16 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bigsur Partners, LLC (CRD 146511): Form ADV filing data as of October 2026.