BIGSUR WEALTH MANAGEMENT, LLC
Legal name: BIGSUR PARTNERS, LLC
CRD #146511 SEC #801-69024 MIAMI, FL 305-740-6777
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$825.2M
Employees
16
Clients
--
Accounts
232
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.3B | $825.2M | $459.9M | 16 | 0 |
| Jun 2025 | $1.3B | $803.4M | $499.3M | 16 | 0 |
| Mar 2025 | $1.3B | $803.4M | $499.3M | 16 | 0 |
| Jan 2024 | $1.2B | $601.2M | $624.5M | 17 | 0 |
| Aug 2023 | $1.2B | $514.7M | $639.7M | 18 | 1 |
| Jun 2023 | $1.2B | $514.7M | $639.7M | 18 | 1 |
| Mar 2023 | $1.2B | $514.7M | $639.7M | 18 | 1 |
| Oct 2022 | $1.2B | $596.2M | $557.1M | 17 | 1 |
| Mar 2022 | $1.2B | $596.2M | $557.1M | 17 | 1 |
| Sep 2021 | $1B | $567.2M | $447M | 16 | 1 |
| Jul 2021 | $1B | $567.2M | $447M | 15 | 1 |
| Mar 2021 | $1B | $567.2M | $447M | 15 | 1 |
| Oct 2020 | $1B | $577M | $430.9M | 22 | 22 |
| Jul 2020 | $1B | $577M | $430.9M | 22 | 22 |
| Jun 2020 | $1B | $577M | $430.9M | 22 | 22 |
| Mar 2020 | $1B | $577M | $430.9M | 22 | 22 |
| Nov 2019 | $956.9M | $471.1M | $485.8M | 20 | 36 |
| Oct 2019 | $956.9M | $471.1M | $485.8M | 20 | 36 |
| Jun 2019 | $956.9M | $471.1M | $485.8M | 20 | 36 |
| Mar 2019 | $956.9M | $471.1M | $485.8M | 20 | 36 |
| Mar 2018 | $1B | $482.5M | $563M | 21 | 105 |
| Sep 2017 | $683.9M | $355M | $328.9M | 19 | 26 |
| Sep 2017 | $683.9M | $355M | $328.9M | 19 | 26 |
| Mar 2017 | $683.9M | $355M | $328.9M | 19 | 26 |
| Jul 2016 | $662.1M | $311.6M | $350.5M | 18 | 100 |
| Apr 2016 | $662.1M | $311.6M | $350.5M | 18 | 100 |
| Mar 2016 | $662.1M | $311.6M | $350.5M | 18 | 100 |
| Aug 2015 | $359.3M | $233.9M | $125.4M | 13 | 26 |
| Jun 2015 | $359.3M | $233.9M | $125.4M | 13 | 26 |
| Jun 2015 | $359.3M | $233.9M | $125.4M | 13 | 26 |
| Mar 2015 | $359.3M | $233.9M | $125.4M | 13 | 26 |
| Mar 2015 | $359.3M | $233.9M | $125.4M | 13 | 26 |
| Mar 2014 | $322.2M | $210.9M | $111.4M | 12 | 26 |
| Mar 2013 | $344.5M | $286.6M | $57.9M | 12 | 26 |
| May 2012 | $295M | $244.7M | $50.3M | 6 | 26 |
| Apr 2012 | $295M | $244.7M | $50.3M | 6 | 26 |
| Mar 2012 | $295M | $244.7M | $50.3M | 6 | 26 |
| Nov 2011 | $216M | $193.2M | $22.8M | 6 | 11 |
| Apr 2011 | $216M | $193.2M | $22.8M | 10 | -- |
| Mar 2010 | $308.7M | $180M | $128.8M | 10 | -- |
| Jun 2009 | $262.8M | $166.6M | $96.2M | 10 | -- |
| Apr 2009 | $262.8M | $166.6M | $96.2M | 10 | -- |
| Mar 2008 | $387.7M | $184.5M | $203.3M | 10 | -- |
| Mar 2008 | $387.7M | $184.5M | $203.3M | 10 | -- |
DateJul 2025
Total AUM$1.3B
Discretionary$825.2M
Non-Disc.$459.9M
Employees16
Clients0
DateJun 2025
Total AUM$1.3B
Discretionary$803.4M
Non-Disc.$499.3M
Employees16
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$803.4M
Non-Disc.$499.3M
Employees16
Clients0
DateJan 2024
Total AUM$1.2B
Discretionary$601.2M
Non-Disc.$624.5M
Employees17
Clients0
DateAug 2023
Total AUM$1.2B
Discretionary$514.7M
Non-Disc.$639.7M
Employees18
Clients1
DateJun 2023
Total AUM$1.2B
Discretionary$514.7M
Non-Disc.$639.7M
Employees18
Clients1
DateMar 2023
Total AUM$1.2B
Discretionary$514.7M
Non-Disc.$639.7M
Employees18
Clients1
DateOct 2022
Total AUM$1.2B
Discretionary$596.2M
Non-Disc.$557.1M
Employees17
Clients1
DateMar 2022
Total AUM$1.2B
Discretionary$596.2M
Non-Disc.$557.1M
Employees17
Clients1
DateSep 2021
Total AUM$1B
Discretionary$567.2M
Non-Disc.$447M
Employees16
Clients1
DateJul 2021
Total AUM$1B
Discretionary$567.2M
Non-Disc.$447M
Employees15
Clients1
DateMar 2021
Total AUM$1B
Discretionary$567.2M
Non-Disc.$447M
Employees15
Clients1
DateOct 2020
Total AUM$1B
Discretionary$577M
Non-Disc.$430.9M
Employees22
Clients22
DateJul 2020
Total AUM$1B
Discretionary$577M
Non-Disc.$430.9M
Employees22
Clients22
DateJun 2020
Total AUM$1B
Discretionary$577M
Non-Disc.$430.9M
Employees22
Clients22
DateMar 2020
Total AUM$1B
Discretionary$577M
Non-Disc.$430.9M
Employees22
Clients22
DateNov 2019
Total AUM$956.9M
Discretionary$471.1M
Non-Disc.$485.8M
Employees20
Clients36
DateOct 2019
Total AUM$956.9M
Discretionary$471.1M
Non-Disc.$485.8M
Employees20
Clients36
DateJun 2019
Total AUM$956.9M
Discretionary$471.1M
Non-Disc.$485.8M
Employees20
Clients36
DateMar 2019
Total AUM$956.9M
Discretionary$471.1M
Non-Disc.$485.8M
Employees20
Clients36
DateMar 2018
Total AUM$1B
Discretionary$482.5M
Non-Disc.$563M
Employees21
Clients105
DateSep 2017
Total AUM$683.9M
Discretionary$355M
Non-Disc.$328.9M
Employees19
Clients26
DateSep 2017
Total AUM$683.9M
Discretionary$355M
Non-Disc.$328.9M
Employees19
Clients26
DateMar 2017
Total AUM$683.9M
Discretionary$355M
Non-Disc.$328.9M
Employees19
Clients26
DateJul 2016
Total AUM$662.1M
Discretionary$311.6M
Non-Disc.$350.5M
Employees18
Clients100
DateApr 2016
Total AUM$662.1M
Discretionary$311.6M
Non-Disc.$350.5M
Employees18
Clients100
DateMar 2016
Total AUM$662.1M
Discretionary$311.6M
Non-Disc.$350.5M
Employees18
Clients100
DateAug 2015
Total AUM$359.3M
Discretionary$233.9M
Non-Disc.$125.4M
Employees13
Clients26
DateJun 2015
Total AUM$359.3M
Discretionary$233.9M
Non-Disc.$125.4M
Employees13
Clients26
DateJun 2015
Total AUM$359.3M
Discretionary$233.9M
Non-Disc.$125.4M
Employees13
Clients26
DateMar 2015
Total AUM$359.3M
Discretionary$233.9M
Non-Disc.$125.4M
Employees13
Clients26
DateMar 2015
Total AUM$359.3M
Discretionary$233.9M
Non-Disc.$125.4M
Employees13
Clients26
DateMar 2014
Total AUM$322.2M
Discretionary$210.9M
Non-Disc.$111.4M
Employees12
Clients26
DateMar 2013
Total AUM$344.5M
Discretionary$286.6M
Non-Disc.$57.9M
Employees12
Clients26
DateMay 2012
Total AUM$295M
Discretionary$244.7M
Non-Disc.$50.3M
Employees6
Clients26
DateApr 2012
Total AUM$295M
Discretionary$244.7M
Non-Disc.$50.3M
Employees6
Clients26
DateMar 2012
Total AUM$295M
Discretionary$244.7M
Non-Disc.$50.3M
Employees6
Clients26
DateNov 2011
Total AUM$216M
Discretionary$193.2M
Non-Disc.$22.8M
Employees6
Clients11
DateApr 2011
Total AUM$216M
Discretionary$193.2M
Non-Disc.$22.8M
Employees10
Clients--
DateMar 2010
Total AUM$308.7M
Discretionary$180M
Non-Disc.$128.8M
Employees10
Clients--
DateJun 2009
Total AUM$262.8M
Discretionary$166.6M
Non-Disc.$96.2M
Employees10
Clients--
DateApr 2009
Total AUM$262.8M
Discretionary$166.6M
Non-Disc.$96.2M
Employees10
Clients--
DateMar 2008
Total AUM$387.7M
Discretionary$184.5M
Non-Disc.$203.3M
Employees10
Clients--
DateMar 2008
Total AUM$387.7M
Discretionary$184.5M
Non-Disc.$203.3M
Employees10
Clients--