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| Bigsur Wealth Management LLC
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|---|---|
| CRD # | 146511 |
| SEC # | 801-69024 |
| CIK # | 0001659171 |
| AUM | 1,281.8 M (2026-03-23) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 305-740-6777 |
| Address | 1441 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 15.9 | ||
| J P Morgan Chase & Co | 12.2 | ||
| Palo Alto Networks Inc | 11.3 | ||
| Alphabet Inc | 10.5 | ||
| iShares Bitcoin Trust | 9.9 | ||
| Apple Inc | 7.7 | ||
| GE Vernova Inc | 7.4 | ||
| Alphabet Inc | 6.2 | ||
| SPDR Gold Trust | 5.9 | ||
| Goldman Sachs Group Inc | 5.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Bigsur Capital Partners Three Corp | 2017-03-30 | 0.2 M | |
| Other | Bigsur Capital Private Opportunities 4 Corp | 2017-03-30 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 79 | 1,281.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 0.2 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 226 | 1,281.8 |
| By Discretionary | ||
| Discretionary | 142 | 822.2 |
| Non-Discretionary | 84 | 459.6 |
| Total | 226 | 1,281.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 833.6 | |
| United States Persons | 448.2 | |
| Total | 226 | 1,281.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001659171] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| LEI | 254900BFZC67W1V4J660 |
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