DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Bigsur Partners, LLC
Legal name Bigsur Wealth Management, LLC
Latest filing Mar 23, 2026
First filing on the tape Nov 28, 2011 · 39 filings
SEC status approved since Apr 3, 2008
RAUM
$1.3B
reported, Item 5.F
Discretionary
64%
of RAUM
Private clients
100%
$1.3B individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$256M
derived; firm RAUM over IAPD count
Employees
16
9 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
39 filings and snapshots on the tape
RAUM$1.3B as of Mar 23, 2026
Mar 22, 2012$295M then
HNW client RAUM$1.3B as of Mar 23, 2026
Mar 30, 2018$93.3M then
State-registered IARs (5.B.3)7 as of Mar 23, 2026
Mar 26, 20133 then
Employees (5.A)16 as of Mar 23, 2026
Mar 26, 201312 then
Private funds1 as of Mar 23, 2026
Mar 30, 20172 then
RAUM -1.6% over the last fiscal year+3.6% a year over threeIARs 7 to 7
Practice profile
derived from the filing of Mar 23, 2026; every figure names its basis
Archetypes, each a printed rule
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- RIA with private funds · a wealth manager (private-client share at least 50 percent) that reports at least one private fund on Schedule D 7.B.(1)
- UHNW private wealth · private-client share at least 50 percent, HNW at least 90 percent of private-client RAUM, and average HNW client assets at least $10M
- RAUM per advisor
- $256MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $16.2MderivedHNW RAUM over HNW clients
- Average account
- $5.7MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 64%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.2derivedItem 5.A over advisors
- Advisors per office
- 5.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- -1.6%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-based, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for pooled vehicles, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.3B100%
- Pooled investment vehicles$162,7370.0%
- Individual clients
- n/areported
- HNW clients
- 79reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 226reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
5 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Ignacio Gabriel Pakciarz | Miami, Fl | Apr 21, 2008 | 29 y | 1 |
| Emilia Moreira Dickey | Miami, Fl | Dec 23, 2019 | 19 y | 4 |
| Rosa Rincon | Miami, Fl | Jan 4, 2021 | 9 y | 0 |
| Salvador Jose Juncadella IV | Miami, Fl | Jul 25, 2022 | 10 y | 0 |
| Rafael Maria IribarrenChartered Financial Analyst | Miami, Fl | Mar 10, 2025 | 26 y | 1 |
Advisor movement
1 left, 0 joined in 12 months
net -1 in 12 months1 left in 90 days0 joined in 90 daysdeparture rate 20% of current headcount1 left over 36 months
Left, latest
- Rene Jesus Negron to Sierra Capital LLCJun 23, 2026 · RIA to RIA
- Elisha Kes to Element Pointe Family OfficeAug 6, 2021 · RIA to RIA
- Enrique Viyella to Earthview Advisors LLCJun 7, 2021 · RIA to a newly registered adviser
- Felipe Andres Torres to Creand ManagementMar 12, 2021 · Other
- Leonidas Ortega Orus to Morgan StanleyJan 15, 2021 · RIA to wirehouse
- John Richard Roesset to Greytown AdvisorsJun 28, 2019 · Other
- Gerhard Herrera-Pahl to Evolution Wealth Advisors, LLCDec 10, 2018 · Other
- Sebastian Rodrigo Gomez to Mariva Global Asset Management, LLCMay 24, 2017 · Other
- Benjamin Englert Hein to Ekanta Wealth Advisors LLCJul 7, 2016 · Other
- Carlos Hollander to Hollander Asset Management LLCApr 6, 2009 · Other
- Vinicius Ribeiro to Hollander Asset Management LLCApr 6, 2009 · Other
Joined, latest
- Enrique Viyella from Morgan StanleyJan 14, 2021 · Wirehouse to independent RIA
- Emilia Moreira Dickey from Morgan StanleyDec 23, 2019 · Other
- John Richard Roesset from Citigroup Global Markets Inc.Aug 25, 2017 · Other
- Sebastian Rodrigo Gomez from Lowenhaupt Global Advisors, LLCAug 18, 2016 · Other
- Benjamin Englert Hein from Efg Capital Advisors Inc.Nov 20, 2014 · Other
- Gerhard Herrera-Pahl from Alti Wealth Management (US International), Inc.Nov 21, 2012 · Other
- Ignacio Gabriel Pakciarz from Guggenheim Investment Advisors, LLCApr 21, 2008 · Other
- Vinicius Ribeiro from State Capital Wealth Management IncApr 21, 2008 · Other
- Carlos Hollander from State Capital Wealth Management IncApr 17, 2008 · Other
Private funds
2 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Bigsur Capital Partners Three Corp. | Other Private Fund | $162,737 | 14 | Mar 30, 2017 |
| Bigsur Capital Private Opportunities 4 Corp.no longer reported | Other Private Fund | $0 | 0 | Mar 30, 2017 |
Owners and control persons
Schedule A and B, latest filing
- Pablo Brezman · Ccocontrolsince 02/2024 · owns less than 5%
- Gabriel Ignacio Pakciarz · Manager - Co-Ceo/Co-Foundercontrolsince 11/2007 · owns less than 5%
- Gabriel Ignacio Pakciarz · Sole Ownercontrolsince 11/2007 · owns 75% or more of Bigsur Advisors Corp
- Olga Perez · Operations Managersince 10/2020 · owns less than 5%
- Rosa Rincon · Head Of Investment Research And Productssince 01/2021 · owns less than 5%
Entity owners
- Bigsur Partners, LLC · Managing Member; Sole Ownerdirect · owns 75% or more
- Bigsur Advisors Corp · Managing Memberindirect · owns 75% or more of Bigsur Partners, LLC
Related persons
Schedule D 7.A
- Bigsur Partners, LLCpooled vehicle sponsorn
- Bigsur Real Estate LLCpooled vehicle sponsorn
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Miami, Fl · principal | 5 | 0 | 1 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 232 to 226Jul 16, 2025 to Mar 23, 2026
- HNW clients · 77 to 79Jul 16, 2025 to Mar 23, 2026
- Discretionary RAUM · $825M to $822MJul 16, 2025 to Mar 23, 2026
- HNW RAUM · $1.3B to $1.3BJul 16, 2025 to Mar 23, 2026
- Non-discretionary RAUM · $460M to $460MJul 16, 2025 to Mar 23, 2026
- Pooled vehicle RAUM · $67,478 to $162,737Jul 16, 2025 to Mar 23, 2026
- RAUM · $1.3B to $1.3BJul 16, 2025 to Mar 23, 2026
- Financial planning clients · unset to Jun 23, 2025 to Jul 16, 2025
- Discretionary RAUM · $803M to $825MJun 23, 2025 to Jul 16, 2025
- HNW RAUM · $1.3B to $1.3BJun 23, 2025 to Jul 16, 2025
- Non-discretionary RAUM · $499M to $460MJun 23, 2025 to Jul 16, 2025
- Pooled vehicle RAUM · $1.4M to $67,478Jun 23, 2025 to Jul 16, 2025
- RAUM · $1.3B to $1.3BJun 23, 2025 to Jul 16, 2025
- Accounts · 243 to 232Jan 31, 2024 to Mar 10, 2025
- Employees · 17 to 16Jan 31, 2024 to Mar 10, 2025
- State-registered IARs · 5 to 7Jan 31, 2024 to Mar 10, 2025
- Discretionary RAUM · $601M to $803MJan 31, 2024 to Mar 10, 2025
- HNW RAUM · $1.2B to $1.3BJan 31, 2024 to Mar 10, 2025
- Non-discretionary RAUM · $624M to $499MJan 31, 2024 to Mar 10, 2025
- Pooled vehicle RAUM · $3.2M to $1.4MJan 31, 2024 to Mar 10, 2025
- RAUM · $1.2B to $1.3BJan 31, 2024 to Mar 10, 2025
- Accounts · 208 to 243Aug 28, 2023 to Jan 31, 2024
- Advisory employees · 8 to 9Aug 28, 2023 to Jan 31, 2024
- HNW clients · 70 to 77Aug 28, 2023 to Jan 31, 2024
- Employees · 18 to 17Aug 28, 2023 to Jan 31, 2024
- Discretionary RAUM · $515M to $601MAug 28, 2023 to Jan 31, 2024
- HNW RAUM · $1.2B to $1.2BAug 28, 2023 to Jan 31, 2024
- Non-discretionary RAUM · $640M to $624MAug 28, 2023 to Jan 31, 2024
- Pooled vehicle RAUM · $2.4M to $3.2MAug 28, 2023 to Jan 31, 2024
- RAUM · $1.2B to $1.2BAug 28, 2023 to Jan 31, 2024
- Accounts · 168 to 208Oct 6, 2022 to Mar 23, 2023
- Advisory employees · 9 to 8Oct 6, 2022 to Mar 23, 2023
- BD registered reps · 1 to 0Oct 6, 2022 to Mar 23, 2023
- HNW clients · 67 to 70Oct 6, 2022 to Mar 23, 2023
- Employees · 17 to 18Oct 6, 2022 to Mar 23, 2023
- State-registered IARs · 3 to 5Oct 6, 2022 to Mar 23, 2023
- Discretionary RAUM · $596M to $515MOct 6, 2022 to Mar 23, 2023
- HNW RAUM · $1.1B to $1.2BOct 6, 2022 to Mar 23, 2023
- Non-discretionary RAUM · $557M to $640MOct 6, 2022 to Mar 23, 2023
- Pooled vehicle RAUM · $3.4M to $2.4MOct 6, 2022 to Mar 23, 2023
Signals
11 dated events
- Rene Jesus Negron left Bigsur Partners, Llc for Sierra Capital Llc (registered 2026-09-04)Jun 23, 2026 · Advisor changed firm · fact
- Chih Chian Eric Chuang (Chief Compliance Officer) no longer on Schedule A of Bigsur Partners, Llc (listed 2023-08-28, absent 2024-01-31)Jan 31, 2024 · Control person left · inference
- Pablo Brezman (Managing Director) appeared on Schedule A of Bigsur Partners, LlcMar 23, 2023 · Control person joined · fact
- Liliam Marisa Hernandez (Chief Operating Officer) no longer on Schedule A of Bigsur Partners, Llc (listed 2020-07-10, absent 2020-10-02)Oct 2, 2020 · Control person left · inference
- Chih Chian Eric Chuang (Chief Compliance Officer) appeared on Schedule A of Bigsur Partners, LlcNov 26, 2019 · Control person joined · fact
- Revati Roberts (Chief Compliance Officer) no longer on Schedule A of Bigsur Partners, Llc (listed 2019-06-27, absent 2019-10-03)Oct 3, 2019 · Control person left · inference
- Maria Rafael Iribarren (Manager - Cfo) no longer on Schedule A of Bigsur Partners, Llc (listed 2019-03-29, absent 2019-06-27)Jun 27, 2019 · Control person left · inference
- Revati Roberts (Chief Compliance Officer) appeared on Schedule A of Bigsur Partners, LlcMar 29, 2019 · Control person joined · fact
- Liliam Marisa Hernandez (Chief Operating Officer) appeared on Schedule A of Bigsur Partners, LlcMar 29, 2019 · Control person joined · fact
- Rene Daniel Orona (Chief Compliance Officer) no longer on Schedule A of Bigsur Partners, Llc (listed 2018-03-30, absent 2019-03-29)Mar 29, 2019 · Control person left · inference
- Bigsur Partners, Llc reported RAUM $1.0B, up 53% from $683.9M (2017-09-29 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
- Bigsur Partners, LLC · Family Officesshared crd · office
- Bigsur Partners, LLC · Independent Sponsorsshared crd · capital_provider
How to reach
public business contact points only, each with its source
- Business email
- info@bigsurpartners.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 305-350-9998reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 305-740-6777reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/bigsur-partnersreportedpublic record, Form ADV, Sep 17, 2026
- Website
- bigsurpartners.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 305-740-6777reportedpublic record, Form ADV, Mar 23, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $256Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026