Insights

High Net Worth Focus BigSur Partners specializes in serving ultra high net worth individuals and families, overseeing over 1 billion dollars in assets for 18 core clients, indicating a target segment that values personalized, discreet, and sophisticated wealth management solutions.

Independent Advisory The company's commitment to independence and transparency, along with a focus on aligning client interests, positions BigSur as a trusted advisor for clients wary of conflicts associated with traditional wealth management firms.

Growth and Talent Acquisition Recent hiring of experienced professionals like Candido Viyella from Morgan Stanley suggests expansion efforts and a focus on enhancing investment advisory capabilities, representing an opportunity to introduce advanced financial and technological solutions.

Growing Revenue Bracket With revenues estimated between 10 to 25 million dollars, BigSur is a mid-sized player in wealth management, potentially open to scalable financial services, digital solutions, and operational efficiencies to support continued growth.

Technology Utilization Utilizing a modern tech stack, including WordPress, MySQL, and HTTP/3, shows an openness to digital engagement and innovation, presenting opportunities for advanced software, cybersecurity enhancements, and data management solutions tailored for wealth management firms.

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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