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| Happy Holidays!! thanks for using AUM13F!! |
| Bigsur Wealth Management LLC
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| CRD # | 146511 |
| SEC # | 801-69024 |
| CIK # | 0001659171 |
| AUM | $1.3 B (2025-07-16) |
| Employees | 16 (56% Investors, 0% Brokers) |
| Phone | 305-740-6777 |
| Address | 1441 Brickell Avenue Miami, FL 33131 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001659171 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.2 | ||
| J P Morgan Chase & Co | 11.2 | ||
| Blackstone Group LP | 10.3 | ||
| Palo Alto Networks Inc | 8.9 | ||
| Apple Inc | 8.7 | ||
| Amazon Com Inc | 8.0 | ||
| iShares Bitcoin Trust | 7.2 | ||
| Alphabet Inc | 5.7 | ||
| Honeywell International Inc | 5.7 | ||
| Alphabet Inc | 5.6 | ||
| United Technologies Corp /DE/ | 5.0 | ||
| Goldman Sachs Group Inc | 5.0 | ||
| Cintas Corp | 4.9 | ||
| Facebook Inc | 4.8 | ||
| Merck & Co Inc | 4.4 | ||
| GE Vernova Inc | 4.1 | ||
| SPDR Gold Trust | 4.0 | ||
| General Electric Co | 4.0 | ||
| Microsoft Corp | 3.9 | ||
| Blackstone Secured Lending Fund | 3.8 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Bigsur Capital Partners Three Corp | 2017-03-30 | 0.1 | |
| Other | Bigsur Capital Private Opportunities 4 Corp | 2017-03-30 | 0.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 77 | 1,285.0 |
| (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 | 0.1 |
| (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 | 232 | 1,285.1 |
| By Discretionary | ||
| Discretionary | 134 | 825.2 |
| Non-Discretionary | 98 | 459.9 |
| Total | 232 | 1,285.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 866.4 | |
| United States Persons | 418.7 | |
| Total | 232 | 1,285.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001659171] |
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|---|---|---|
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IL | 1.3 |
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TBH Global Asset Management LLC
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TN | 1.3 |
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Cumberland Investment Counsel Inc
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1.3 | |
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Wealthplan Partners LLC
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