DFX Intelligence
Data Factory
Reading the graph
Reading the graph
BIGSUR WEALTH MANAGEMENT, LLC, CRD 146511
MIAMI, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| IGNACIO GABRIEL PAKCIARZ | n/a | MIAMI, FL | 18 | 29 | 1 | no |
| EMILIA MOREIRA DICKEY | n/a | MIAMI, FL | 6 | 19 | 4 | no |
| Rosa Rincon | n/a | MIAMI, FL | 5 | 9 | n/a | no |
| Salvador Jose Juncadella IV | n/a | MIAMI, FL | 4 | 10 | n/a | no |
| RAFAEL MARIA IRIBARREN | Chartered Financial Analyst | MIAMI, FL | 1 | 26 | 1 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| BIGSUR CAPITAL PARTNERS THREE CORP. | Other Private Fund | $162,737 | Mar 23, 2026 | 14 | Mar 30, 2017 | reported | n/a |
| BIGSUR CAPITAL PRIVATE OPPORTUNITIES 4 CORP. | Other Private Fund | $0 | Mar 29, 2019 | 0 | Mar 30, 2017 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BIGSUR ADVISORS CORP | MANAGING MEMBER | E | yes | 05/2009 | Nov 28, 2011 | Jan 31, 2024 |
| BIGSUR PARTNERS, LLC | MANAGING MEMBER; SOLE OWNER | E | yes | 11/2007 | Nov 28, 2011 | Jan 31, 2024 |
| Brezman, Pablo | Cco | Na | yes | 02/2024 | Mar 23, 2023 | Jan 31, 2024 |
| PAKCIARZ, IGNACIO, GABRIEL | SOLE OWNER | E | yes | 11/2007 | Nov 28, 2011 | Jan 31, 2024 |
| PAKCIARZ, IGNACIO, GABRIEL | MANAGER - CO-CEO/CO-FOUNDER | Na | yes | 11/2007 | Nov 28, 2011 | Jan 31, 2024 |
| Perez, Olga | OPERATIONS MANAGER | Na | no | 10/2020 | Mar 23, 2023 | Jan 31, 2024 |
| Rincon, Rosa | HEAD OF INVESTMENT RESEARCH AND PRODUCTS | Na | no | 01/2021 | Mar 23, 2023 | Jan 31, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| BIGSUR PARTNERS, LLC | n/a | n/a | n/a | N | yes | n/a |
| BIGSUR REAL ESTATE LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 23, 2026 | $1.3B | $822M | 16 | 9 | 0 | 1 | n/a |
| 2024 | Mar 10, 2025 | $1.3B | $803M | 16 | 9 | 0 | 1 | n/a |
| 2023 | Jan 31, 2024 | $1.2B | $601M | 17 | 9 | 0 | 1 | $3.2M |
| 2022 | Mar 23, 2023 | $1.2B | $515M | 18 | 8 | 0 | 1 | $2.4M |
| 2021 | Mar 18, 2022 | $1.2B | $596M | 17 | 9 | 0 | 1 | $3.4M |
| 2020 | Mar 24, 2021 | $1.0B | $567M | 15 | 9 | 0 | 1 | $3.8M |
| 2019 | Mar 26, 2020 | $1.0B | $577M | 22 | 14 | 0 | 1 | $8.9M |
| 2018 | Mar 29, 2019 | $957M | $471M | 20 | 9 | 0 | 2 | $8.9M |
| 2017 | Mar 30, 2018 | $1.0B | $483M | 21 | 12 | 1 | 2 | $12.7M |
| 2016 | Mar 30, 2017 | $684M | $355M | 19 | 11 | n/a | 2 | $12.3M |
| 2015 | Mar 23, 2016 | $662M | $312M | 18 | 11 | n/a | n/a | n/a |
| 2014 | Mar 6, 2015 | $359M | $234M | 13 | 6 | n/a | n/a | n/a |
| 2013 | Mar 12, 2014 | $322M | $211M | 12 | 6 | n/a | n/a | n/a |
| 2012 | Mar 26, 2013 | $345M | $287M | 12 | 7 | n/a | n/a | n/a |
| 2011 | Mar 22, 2012 | $295M | $245M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 20.0% | 0 | 1 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.3B | $1.3B | -1.6% | $1.2B | 3.6% | 16 | 16 | 0 | 0 |