Insights

Targeted Ultra-High Net Worth Clients BigSur Partners specializes in serving ultra-high net worth individuals and families, indicating a focus on personalized, high-value wealth management solutions which can be leveraged for premium service offerings and tailored investment products.

Independent and Transparent Model With a strong emphasis on independence and transparency, BigSur appeals to clients seeking unbiased advice, presenting opportunities to offer complementary financial technology or services that enhance its commitment to conflict-free guidance.

Solid Growth and Client Base Since its founding in 2007, BigSur has demonstrated steady growth, currently managing over one billion dollars for a select group of families, suggesting potential for expanding services to existing clients or attracting similar high-net-worth families.

Technology Stack Upscale Utilizing a modern and diverse tech stack including web analytics, database management, and website builders indicates an openness to digital solutions that can improve client engagement, data security, and operational efficiency.

Strategic Talent Acquisition Recent hiring of high-profile advisors like Candido Viyella highlights BigSur’s focus on strengthening its advisory team, offering opportunities to introduce advanced financial tools, training programs, or analytics services to support top-tier advice delivery.

BigSur Partners Tech Stack

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

  • Wix
    Content Management System
  • Open Graph
    Content Management System
  • MySQL
    Database
  • Font Awesome
    Font Scripts
  • Lodash
    Javascript Libraries
  • WebsiteBuilder
    Page Builders
  • PHP
    Programming Languages
  • Google Analytics
    Web Analytics

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
69%
Last@bigsurpartners.comDoe@bigsurpartners.com
27%
FLast@bigsurpartners.comJDoe@bigsurpartners.com
4%

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 Miami, Florida United States. 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 June 2026, 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 WixOpen GraphMySQLFont AwesomeLodashWebsiteBuilderPHPGoogle Analytics.

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 Miami, Florida United States
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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