Bigsur Partners, LLC logo

Bigsur Partners, LLC

Updated today

Client assets under management

$1,281,679,844

Clients

79

100% high-net worth

Advisors

6

of 16 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

13

Very Low

Average account size

$16,223,795

About

BigSur is an independent, fee-based global multi-family office that advises high net worth individuals, trusts, corporations, single family offices and pooled unregistered investment vehicles. The firm provides portfolio management (discretionary and non-discretionary), portfolio consulting, consolidated reporting, and family-office services that include management of non-securitized real estate, business entities, trustee support, selection of outside consultants, and concierge services.

The firm’s investment process is driven by client-specific investment policy statements, proprietary in‑house research supplemented by third‑party sources, and the use of third‑party managers when appropriate; BigSur manages traditional asset classes on a discretionary basis but obtains client consent before allocating to alternative investments. BigSur’s strategies and tools include equities, fixed income, ETFs, options and other derivatives, short sales and margin transactions, and the firm also operates manager‑of‑managers programs and consolidated reporting for non‑managed assets.

BigSur is notable among peers for acting as a private fund adviser and fund sponsor to a legacy pooled unregistered vehicle (BigSur Capital Partners Three Corporation) that is managed in accordance with its Governing Fund Documents and composed of non‑U.S. investors; the vehicle is administered with third‑party fund administrators and audited financials distributed to investors. The firm’s emphasis on multi‑family office operations for a relatively small number of very wealthy clients, its willingness to negotiate incentive/performance arrangements, and its formal governance (Investment Committee oversight and CCO reviews) to address conflicts of interest distinguish it from many team‑sized advisory firms.

Client services

Portfolio management Selection of other advisers
Portfolio consulting, family office & consolidated reporting services

Expertise

Wealth management Private / alternative investments ESG / Sustainable investing Options & derivatives strategies

Occupation focus

Founder/Business Owner Executive

Fee options

Percentage

Typically ranging from 0.50% to 1.25% annually based on complexity and other criteria (not explicitly tiered but variable within this range)

Performance-based

Incentive fee up to 20% of account performance, negotiated on a case-by-case basis with pre-established thresholds. Clients must have net worth of at least $2,200,000 or $1,100,000 under management to qualify.

Other

Account minimum: $20,000,000 Minimum fee: Minimum annual management/consultation fee of $20,000, which applies to the Client’s relationship as a whole. Lower minimum fees may be accepted at discretion. Fee-only: Management/Consultation Fee as a percentage of assets under management or consultation, typically 0.50% to 1.25% annually.

Main office location

Bigsur Partners, LLC

1441 Brickell Avenue, Suite 1450

Miami FL 33131, United States

Number of offices

1

Most active in

Delaware · Florida

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Rafael I

CFA®, Series 63, Series 65

Miami, FL

Bigsur Partners, LLC

Rafael Iribarren is a CFA® charterholder with 12 years of industry experience, currently serving at BigSur Partners, LLC. He has been associated with BigSur Wealth Management LLC since 2007. BigSur Partners operates as a global multi-family office and SEC-registered investment adviser, providing investment advice, portfolio management, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and employs a range of strategies including derivatives and borrowing within client accounts.

Wealth management Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner Executive
user avatar

Emilia D

Series 66

Miami, FL

Bigsur Partners, LLC

Emilia Dickey is a financial advisor at BigSur Partners, LLC with 19 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Emilia has been with BigSur Wealth Management since 2019. BigSur Partners is a global multi-family office and SEC-registered investment adviser serving high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. The firm combines proprietary and third-party research on an open architecture platform, implementing discretionary management for traditional assets and client-consented alternative investments, while also providing family office services and managing legacy pooled vehicles.

Wealth management Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner Executive
user avatar

Rosa R

Series 65

Miami, FL

Bigsur Partners, LLC

Rosa Rincon is a financial advisor at Bigsur Partners, LLC with five years of industry experience. She holds a Series 65 designation and has been with BigSur Wealth Management LLC since 2016. BigSur Partners operates as a global multi-family office and SEC-registered investment adviser serving high net worth individuals, trusts, corporations, single family offices, and pooled unregistered investment vehicles. The firm combines proprietary and third-party research to manage traditional and alternative investments, offering discretionary portfolio management and family office services.

Wealth management Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner Executive
user avatar

Ignacio P

Series 63, Series 65

Miami, FL

Bigsur Partners, LLC

Ignacio Pakciarz is a financial advisor at BigSur Partners, LLC with 20 years of industry experience. He holds Series 63 and Series 65 designations and has been with BigSur Wealth Management and BigSur Partners since 2007. Pakciarz serves on the Board of Overseers at New York University’s Stern School of Business and is a member of the Board of Directors for Avespa, a biotech company specializing in algae production. BigSur Partners is a global multi-family office and SEC-registered investment adviser that provides portfolio management, consulting, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and employs a range of investment strategies including discretionary management and third-party manager oversight.

Wealth management Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner Executive
user avatar

Rene N

Series 63, Series 65

Miami, FL

Bigsur Partners, LLC

Rene Negron is a financial advisor at BigSur Partners, LLC with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at KKR & Co and Evercore Group LLC. BigSur Partners operates as a global multi-family office and SEC-registered investment adviser, providing investment advice, portfolio management, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research on an open architecture platform and implements strategies including derivatives and margin borrowing, managing both pooled funds and separately managed accounts.

Wealth management Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner Executive
user avatar

Salvador J

Series 65

Miami, FL

Bigsur Partners, LLC

Salvador Juncadella IV is a financial advisor at BigSur Partners, LLC with three years of industry experience. He holds a Series 65 designation and has been with BigSur Partners since 2016, with a brief tenure at TwinFocus Capital Partners in 2019. Prior to his advisory career, he spent four years at Boston College. BigSur Partners operates as a global multi-family office and SEC-registered investment adviser, providing investment advice, portfolio management, and family office services to high net worth individuals, trusts, corporations, and pooled investment vehicles. The firm combines proprietary and third-party research within an open architecture platform and employs a range of investment strategies, including discretionary management of traditional assets and client-consented alternative investments.

Wealth management Private / alternative investments ESG / Sustainable investing Options & derivatives strategies Founder/Business Owner Executive
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")