Bigsur Wealth Management LLC
Legal Name: BIGSUR WEALTH MANAGEMENT, LLC
Full Contact Details
Other Info
Bigsur Wealth Management LLC is legally known as BIGSUR WEALTH MANAGEMENT, LLC. It is a DE Limited Liability Company. This firm has 20 employees, of which 9 are employees in advisory roles. It serves 36 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Apr 3, 2008.
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
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IGNACIO GABRIEL PAKCIARZ
MANAGER - CEO owns less than 5%
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MARISA LILIAM HERNANDEZ
CHIEF OPERATING OFFICER owns less than 5%
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RAFAEL MARIA IRIBARREN
MANAGER - CFO owns less than 5%
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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%
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IGNACIO GABRIEL PAKCIARZ
SOLE OWNER owns 75% or more
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PCP ADVISORS CORP
MANAGING MEMBER owns more than 25% but less than 50%
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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