Insights

Hiring top talent BigSur Partners recently hired Candido Viyella, a former Morgan Stanley advisor, and his team, showing a commitment to bringing in experienced professionals. This presents an opportunity to engage with Viyella's network and potentially attract clients looking for personalized wealth management services.

Focus on ultra high net worth BigSur Partners caters to ultra high net worth individuals and families with a focus on independence and transparency. Leveraging this niche market segment can be valuable for targeting clients who seek personalized and conflict-free wealth advisory services, offering a competitive advantage in the financial services industry.

Exclusive client relationships With a purposely short client list and deep relationships, BigSur Partners emphasizes personalized service and tailored wealth management solutions. This exclusivity creates an opportunity to position the company as a premium service provider, appealing to discerning clients who value bespoke financial advice and high-touch service.

Growing client base Having attracted over $1 billion in assets under management for 18 core client-families, BigSur Partners has demonstrated steady growth and trust among its clientele. Engaging with the company presents the opportunity to tap into a growing client base seeking sophisticated wealth management solutions and a long-term partnership.

Tech-savvy operations Utilizing a tech stack including Wix, MySQL, and Google Maps, BigSur Partners showcases a commitment to modern tools and platforms. Leveraging their tech-savvy approach can provide a competitive edge in engaging with clients who value digital convenience and innovative solutions in their wealth management experience.

BigSur Partners Tech Stack

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

  • Wix
    Content Management System
  • MySQL
    Database
  • Google Font API
    Font Scripts
  • jQuery UI
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • prettyPhoto
    Javascript Libraries
  • Google Maps
    Maps
  • reCAPTCHA
    Security

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
40%
Last@bigsurpartners.comDoe@bigsurpartners.com
17%
FLast@bigsurpartners.comJDoe@bigsurpartners.com
3%
First.Last@bigsurpartners.comJohn.Doe@bigsurpartners.com
40%

Frequently Asked Questions

Where is BigSur Partners's headquarters located?

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BigSur Partners's main headquarters is located at 1441 Brickell Ave, Suite 1410 Miami, FL 33131 US. The company has employees across 2 continents, including North AmericaAsia.

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.

How much revenue does BigSur Partners generate?

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As of July 2024, BigSur Partners's annual revenue reached $3.8M.

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 July 2024, BigSur Partners has approximately 15 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer & Founder: I. P.Chief Operating Officer And Member Of Investment Committee: B. H.Chief Compliance Officer: E. C.. 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 WixMySQLGoogle Font APIjQuery UIModernizrprettyPhotoGoogle MapsreCAPTCHA.

What is BigSur Partners's email format?

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BigSur Partners's email format typically follows the pattern of . 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

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 Ave, Suite 1410 Miami, FL 33131 US
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
11-50

Section iconFunding & Financials

  • $10M

    BigSur Partners's revenue is in the range of $10M

Section iconFunding & Financials

  • $10M

    BigSur Partners's revenue is in the range of $10M

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