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| Bigsur Wealth Management LLC
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|---|---|
| CRD # | 146511 |
| SEC # | 801-69024 |
| CIK # | 0001659171 |
| AUM | $1.2 BB (2024-01-31) |
| Employees | 17 (53% Investors, 0% Brokers) |
| Phone | 305-740-6777 |
| Address | 1441 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 11.0 | |
| BX | 69,051.8 | 8.0 | |
| PANW | 49,011.6 | 7.7 | |
| NVDA | 399,550.0 | 7.2 | |
| AMZN | 1,092,997.8 | 7.1 | |
| JPM | 340,169.2 | 6.7 | |
| GOOG | 1,482,566.4 | 5.4 | |
| ABNB | 58,166.8 | 4.8 | |
| GOOGL | 1,475,138.5 | 4.8 | |
| MRK | 232,371.9 | 4.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Bigsur Capital Partners Three Corp | 2017-03-30 | 3.2 | |
| Other | Bigsur Capital Private Opportunities 4 Corp | 2017-03-30 | 0.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 77 | 1,222.4 |
| (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 | 3.2 |
| (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 | 243 | 1,225.7 |
| By Discretionary | ||
| Discretionary | 120 | 601.2 |
| Non-Discretionary | 123 | 624.5 |
| Total | 243 | 1,225.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 940.7 | |
| United States Persons | 284.9 | |
| Total | 243 | 1,225.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001659171] |
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