The BIGSUR WEALTH MANAGEMENT is a privately held investment adviser that advises $1.28Bn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. BIGSUR WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 26.38% over the last 5-years.
The Group has been registered with the SEC for 18.34 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1441 BRICKELL AVENUE SUITE 1450, MIAMI, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 16 employees comprised of 9 investment and 7 non-investment staff. The total number of Employees increased by 6.67% over the last 5-years.
Their $1.28Bn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 0 other accounts. Assets of High Net Worth Individuals clients own $1.28Bn or 99.99% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $162.74K or 0.01% of Total Assets.
The Group's top investment strategies include Multi Strat, representing 100% of total assets, respectively.
They advise 2 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, management fees and performance-based fees.
BIGSUR WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.