Bigsur Wealth Management LLC
Legal Name: BIGSUR WEALTH MANAGEMENT, LLC
Full Contact Details
Bigsur Wealth Management LLC
1441 BRICKELL AVENUE, SUITE 1410, MIAMI, FL
305-740-6777
305-350-9998
Other Info
Bigsur Wealth Management, LLC is a DE Limited Liability Company that has been approved by the U.S Securities and Exchange Commission since April 3, 2008. The firm boasts of having a professional team of 20 employees, with 9 of them playing advisory roles. With an impressive 36 clients, Bigsur Wealth Management LLC has earned a reputation for providing excellent financial services.
Family Office | BigSur Partners | United States
BigSur Partners was founded at the request of its five anchor families, who approached the firm's founders looking for a better way to be served. BigSur provides clients with a family office approach, a relationship founded upon unbiased advice, transparency, full customization and constant communic…
Direct Owners
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BIGSUR PARTNERS, LLC
MANAGING MEMBER; SOLE OWNER owns 75% or more
-
IGNACIO GABRIEL PAKCIARZ
MANAGER - CEO owns less than 5%
-
MARISA LILIAM HERNANDEZ
CHIEF OPERATING OFFICER owns less than 5%
-
RAFAEL MARIA IRIBARREN
MANAGER - CFO owns less than 5%
-
REVATI ROBERTS
CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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BIGSUR ADVISORS CORP
MANAGING MEMBER owns more than 50% but less than 75%
-
IGNACIO GABRIEL PAKCIARZ
SOLE OWNER owns 75% or more
-
PCP ADVISORS CORP
MANAGING MEMBER owns more than 25% but less than 50%
-
RAFAEL MARIA IRIBARREN
SOLE OWNER owns 75% or more
Custodians
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PERSHING ADVISOR SOLUTIONS LLC
United States
Firms Located Nearby
Top Holdings
- SPDR S&P 500 ETF TR TR UNIT $35,143k
- BERKSHIRE HATHAWAY $8,047k
- VANGUARD INTL EQUITY INDEX F $6,272k
- ISHARES RUS $4,693k
- SPDR DOW JONES INDL $3,466k
- SELECT SECTOR SPDR $3,242k
- SELECT SECTOR SPDR $2,967k
- ISHARES $2,753k
- DISNEY WALT CO $2,663k
- SELECT SECTOR SPDR TR SBI INT-FINL $2,403k