BigSur Partners

Overview

BIGSUR PARTNERS, LLC is registered with the SEC as an investment adviser, with an “Approved” status effective April 3, 2008.¹ The firm reports notice filings in Florida and Delaware; Florida became effective April 3, 2008, and Delaware became effective August 19, 2015.² Its main office city is Miami, Florida.³

BigSur Partners describes its mission as helping clients build, preserve, enjoy, and transfer wealth for future generations.¹¹ It describes its model as providing a “single family office experience” through a multi-family office platform.¹² The firm states that Latin America has been its core market and that it manages complex, multi-jurisdictional relationships.¹⁹

History

The firm’s SEC registration became effective April 3, 2008.¹ Its Delaware notice filing became effective August 19, 2015.²

Timeline

1. 2008BIGSUR PARTNERS, LLC is registered with the SEC as an investment adviser, with an “Approved” status effective April 3, 2008.
2. 2015Its Delaware notice filing became effective August 19, 2015.

Leadership

Emilia Moreira Dickey is Partner and Senior Advisor.¹³ Ignacio Pakciarz is Founding Partner, Co-CEO, and Senior Advisor.¹⁴ Rafael Iribarren, CFA is Founding Partner and Senior Advisor.¹⁵ Eduardo Barco is Co-CEO, Chief Compliance Officer, Partner, and Advisory Board Member.¹⁶ Salvador J. Juncadella, IV is Head of Alternative Investments.¹⁷ Gabriel Politzer is Chairman of the Advisory Board.¹⁸

Services

BIGSUR PARTNERS, LLC reports portfolio management for individuals and small businesses.⁷ It also reports portfolio management for pooled investment vehicles.⁸ Selecting other advisers is another advisory service reported by the firm.⁹ The firm reports percentage-of-assets, performance-based, and other fee types.¹⁰

What the firm offers

• Investment management
• Cross-border planning

Client focus

The firm reports 79 high-net-worth individual clients and one pooled investment vehicle client.⁵⁶ It also reports portfolio management for individuals, small businesses, and pooled investment vehicles.⁷⁸

Investment philosophy and approach

BigSur Partners says its investment approach is process-driven and disciplined, using an institutional-investor mindset.²⁰

Assets and minimums

As of March 23, 2026, BIGSUR PARTNERS, LLC reported regulatory assets under management of $1,281,842,581.⁴ Its high-net-worth individual clients represented $1,281,679,844 in assets, and its pooled investment vehicle client represented $162,737.⁵⁶

FAQs

Related resources

• LocationMultifamily offices in Miami

  This Miami-focused page helps compare firms serving wealthy families, business owners, and investment entities in the area. It gives regional context for considering BIGSUR PARTNERS, LLC, including how local providers may differ in investment management and cross-border planning.

• GuideMultifamily office services

  This overview explains the types of services multifamily offices may provide, from portfolio oversight to planning for complex family and business needs. A reader can use it to frame questions about BIGSUR PARTNERS, LLC's investment management and cross-border planning services.

• Network siteFamilyOffices.com

  FamilyOffices.com offers resources and a community for single family offices and wealthy families. Its material can help a family or business owner understand common planning concerns, prepare for adviser discussions, and assess whether an SEC-registered adviser serving high-net-worth clients fits their needs.

• DataMFO registration status data

  Registration status data provides a reference point for checking adviser records and understanding how firms are identified in public filings. Readers considering BIGSUR PARTNERS, LLC can use this information to support basic due diligence before discussing investment management or cross-border planning.

• Similar firmsAulestia Wealth Management, Inc.
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  Profiles of Aulestia Wealth Management, Inc., Brainvest Wealth Management SA, and FDI Wealth Management offer similar comparison points on this site. Reviewing their stated services and client focus may help a reader prepare consistent questions for BIGSUR PARTNERS, LLC, especially around international planning and investment management.

Sources

1. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of April 3, 2008.
2. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of March 23, 2026.
3. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of March 23, 2026.
4. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of March 23, 2026.
5. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of March 23, 2026.
6. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of March 23, 2026.
7. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of March 23, 2026.
8. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of March 23, 2026.
9. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of March 23, 2026.
10. SEC Investment Adviser Public Disclosure, BIGSUR PARTNERS, LLC , accessed/as of March 23, 2026.
11. BigSur Partners , accessed October 23, 2026.
12. BigSur Partners , accessed October 23, 2026.
13. BigSur Partners , accessed October 23, 2026.
14. BigSur Partners , accessed October 23, 2026.
15. BigSur Partners , accessed October 23, 2026.
16. BigSur Partners , accessed October 23, 2026.
17. BigSur Partners , accessed October 23, 2026.
18. BigSur Partners , accessed October 23, 2026.
19. BigSur Partners , accessed October 23, 2026.
20. BigSur Partners , accessed October 23, 2026.

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.