Insights

High Net Worth Focus BigSur Partners specializes in serving ultra high net worth families and individuals, indicating a potential opportunity to develop tailored wealth management solutions, estate planning, and concierge services to meet the unique needs of this affluent segment.

Independence and Transparency With a strong commitment to independence and transparency, BigSur may be receptive to integrated financial technology and compliance solutions that reinforce their client-centric and conflict-free advisory approach.

Growth and Client Loyalty Having grown steadily since 2007 and overseeing over one billion dollars across 18 families, there is potential to offer advanced investment analytics, client relationship management tools, or boutique financial products to deepen client engagement.

Specialized Personnel Strategies Recent hiring of experienced advisors like Candido Viyella suggests openness to expanding advisors' technological capabilities and leveraging expert talent management solutions to enhance service delivery.

Tech Stack Compatibility Using modern web technologies like WordPress and Google Fonts indicates a digital-first mindset; this creates opportunities to introduce innovative fintech integrations, secure client portals, or enhanced digital marketing strategies to attract additional high-net-worth clients.

BigSur Partners Tech Stack

BigSur Partners uses 8 technology products and services including WordPress, MySQL, Wix eCommerce, and more. Explore BigSur Partners's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • Wix eCommerce
    E-commerce
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Slider Revolution
    Miscellaneous
  • Priority Hints
    Performance
  • HTTP/3
    Web & Portal Technology

BigSur Partners's Email Address Formats

BigSur Partners uses at least 1 format(s):
BigSur Partners Email FormatsExamplePercentage
First.Last@bigsurpartners.comJohn.Doe@bigsurpartners.com
41%
Last@bigsurpartners.comDoe@bigsurpartners.com
16%
FLast@bigsurpartners.comJDoe@bigsurpartners.com
2%
First.Last@bigsurpartners.comJohn.Doe@bigsurpartners.com
41%

Frequently Asked Questions

Where is BigSur Partners's headquarters located?

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BigSur Partners's main headquarters is located at 1441 Brickell Avenue, Suite 1410. The company has employees across 1 continents, including North America.

What is BigSur Partners's phone number?

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You can contact BigSur Partners's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is BigSur Partners's official website and social media links?

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BigSur Partners's official website is bigsurpartners.com and has social profiles on LinkedIn.

What is BigSur Partners's NAICS code?

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BigSur Partners's NAICS code is 52 - Finance and Insurance.

How many employees does BigSur Partners have currently?

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As of December 2025, BigSur Partners has approximately 14 employees across 1 continents, including North America. Key team members include Ceo & Founder: I. P.Chief Compliance Officer: P. B.Chief Financial Officer: S. H.. Explore BigSur Partners's employee directory with LeadIQ.

What industry does BigSur Partners belong to?

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BigSur Partners operates in the Financial Services industry.

What technology does BigSur Partners use?

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BigSur Partners's tech stack includes WordPressMySQLWix eCommerceGoogle Fonts APIModernizrSlider RevolutionPriority HintsHTTP/3.

What is BigSur Partners's email format?

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BigSur Partners's email format typically follows the pattern of First.Last@bigsurpartners.com. Find more BigSur Partners email formats with LeadIQ.

When was BigSur Partners founded?

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BigSur Partners was founded in 2007.

BigSur Partners

Financial ServicesFlorida, United States11-50 Employees

For many ultra high net worth individuals and families, a large “traditional” wealth management company may be the perfect fit. For a select few, there is BigSur Wealth Management, LLC, which also conducts business as BigSur Partners, LLC, (“BigSur”). 

BigSur is a global multi-family office founded in 2007 with five anchor families who wished for an independent advisory firm. At BigSur, we strive to maintain a model of independence, targeting an alignment of our clients interests fostered on transparency.  It is through this commitment that we seek to avoid common conflicts of interest that often are synonymous with traditional wealth advisory services.

Since our founding, we have enjoyed solid growth, attracting influential families and expert investment advisors in a measured way, always preserving the culture and service level expected of BigSur. Today, we oversee more than $1 billion for 18 core client-families. 

Our client list is purposely short. Our relationships deep. We exist to help our clients build, preserve, enjoy and transfer their wealth.

Section iconCompany Overview

Headquarters
1441 Brickell Avenue, Suite 1410
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    BigSur Partners's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    BigSur Partners's revenue is estimated to be in the range of $10M$25M

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