Bigsur Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miami, FL. Its latest Form ADV filing, dated March 23, 2026, reports $1.3B in regulatory assets under management, 16 employees, and 226 accounts.
Assets Under Management
$1.3B
Employees
16
Offices
--
Total Clients
80
Primary office
MIAMI, FL
1441 BRICKELL AVENUE, SUITE 1450, MIAMI, FL, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 98.8% of total clients.
Top client categories% of clientsClients
1
HNWI
98.8%
79
2
Pooled Investment Vehicles
1.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 23, 2026
Discretionary64.1%
$822M
64% of total RAUM64.1%
Non-discretionary35.9%
$460M
36% of total RAUM35.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.3B
Total Accounts226
10Y AUM Change+$598M (+87.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee5:1
10Y Employee Change-3 (-15.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.