BigSur Partners, LLC

Overview

BIGSUR PARTNERS, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission under CRD 146511 and SEC file 801-69024.¹ Its SEC registration became effective on April 3, 2008.¹ The firm’s website says advisory services are provided through BigSur Wealth Management, LLC, an SEC Registered Investment Adviser.² BigSur describes its business model as a multi family office platform designed to provide a single family office experience.² The firm states that Latin America has been its core market and that it serves clients worldwide.² It identifies complex, multi jurisdictional relationships as a specialty.²

History

BigSur reports that it was founded in 2007 at the request of five anchor families seeking an alternative to banking platform service.² The SEC record lists a Florida notice filing effective April 3, 2008 and a Delaware notice filing effective August 19, 2015.¹ The firm’s media page reports repeated Financial Times Top 300 Financial Advisor recognition, including listings in 2016 and 2018.² The same page identifies a 2022 Forbes and SHOOK Research item naming Ignacio Pakciarz and BigSur in the Forbes Best In State Wealth Advisors list.²

Timeline

1. 2007BigSur reports that it was founded in 2007 at the request of five anchor families seeking an alternative to banking platform service.
2. 2008Its SEC registration became effective on April 3, 2008.
3. 2016The firm’s media page reports repeated Financial Times Top 300 Financial Advisor recognition, including listings in 2016 and 2018.
4. 2022The same page identifies a 2022 Forbes and SHOOK Research item naming Ignacio Pakciarz and BigSur in the Forbes Best In State Wealth Advisors list.

Leadership

The website lists Ignacio Pakciarz as Founding Partner, Co CEO and Senior Advisor.² Rafael Iribarren, CFA is listed as Founding Partner and Senior Advisor.² Eduardo Barco is listed as Co CEO, Chief Compliance Officer, Partner and Advisory Board Member.² Emilia Moreira Dickey is listed as Partner and Senior Advisor.² Carlos Hernandez-Artigas is listed as Senior Advisor.² Susana Hernandez is Chief Financial Officer.² Salvador J. Juncadella, IV is Head of Alternative Investments.²

The firm lists Gabriel Politzer as Chairman of the Advisory Board.² Juan Carlos Pinilla is listed as Partner and Advisory Board Member.² Alfredo Gutierrez and Amitabh Dutt are listed as Advisory Board Members.² Other listed team members include Celia Konig, Relationship Manager; Rosa Rincón, Senior Account Manager; Olga Perez, Operations Manager; Milena Roa, Chief of Staff; and Lynn Hane, Operations Analyst.² Pablo Brezman, CFA is also listed, without a title displayed beside his name.²

Services

The SEC directory lists portfolio management for individuals and small businesses, portfolio management for pooled vehicles, selecting other advisers, and other advisory services.¹ The record lists percentage of assets, performance based, and other fee types.¹ BigSur says its client approach is personalized, unbiased, transparent, fully customized, and based on constant communication.²

The website uses the term “insti viduals” for clients whose capital is invested with an institutional investor mindset, service level, and access.² BigSur also says its Intelligence Unit develops ideas from independent global research and relationships with academia and industry leaders.² The firm reports investments in more than 50 alternative investment managers and direct co investments across the United States, Europe, and Asia.² It reports aggregate client commitments exceeding $500 million to alternative investments across real estate, private debt, private equity, venture capital, and infrastructure.²

What the firm offers

• Investment management
• Private and alternative investments

Client focus

The SEC directory reports 79 high net worth individual clients and one pooled vehicle as of March 23, 2026.¹ BigSur defines “Core Families” as relationships greater than $10 million and reports 25 such families representing approximately 95 percent of assets under management.² The firm says it serves clients worldwide, with Latin America as its core market.²

Investment philosophy and approach

BigSur says its investment process is process driven and highly disciplined, drawing comparisons to endowments, foundations, and other institutions preserving generational wealth.² In an October 2024 publication, the firm says its investment philosophy uses a comprehensive quality filter that emphasizes management strength and tenure, disciplined capital allocation, and durable competitive advantages.³ The publication says BigSur evaluates market position, brand strength, economic moat, revenue growth, EBITDA and free cash flow margins, return on invested capital compared with cost of capital, debt sustainability, cash flows, interest coverage, and valuation multiples.³

Assets and minimums

The SEC directory reports $1,281,842,581 in regulatory assets under management as of March 23, 2026.¹ It reports 16 employees as of that date.¹ The same record reports $1,281,679,844 associated with high net worth individual clients and $162,737 associated with one pooled vehicle.¹

By the numbers

FAQs

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Sources

1. SEC Investment Adviser Public Disclosure record for BIGSUR PARTNERS, LLC , accessed October 23, 2026; directory as of March 23, 2026.[1]
2. BigSur Partners website , accessed October 23, 2026.[2]
3. BigSur Partners, “Thinking Man,” October 2024 , accessed October 23, 2026.[3]

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.