BigSur manages “stay-rich money” not “get-rich money”, therefore capital preservation and future generational wealth are always at the forefront of our decision-making. We pride ourselves in being extremely detail-oriented, both in our due diligence processes and. Most of BigSur’s senior team members have a history of working together and leading some of the top financial institutions, both domestically and abroad. We are proud of their distinguished professional and academic achievements, as well as the caliber of intellectual capital they offer our clients. BIGSUR WEALTH MANAGEMENT, LLC is an SEC Registered Investment Adviser RIA. The firm is based in MIAMI FL UNITED STATES. As of the firm's last SEC filing on November 26, 2019, the firm has 20 employees and has $957 Million in Regulatory Assets Under Management RAUM. View Form ADVs for this SEC registered investment adviser and thousands more. Bigsur Wealth Management is based out of Miami. Bigsur Wealth Management is a large advisory firm with 108 clients and discretionary assets under management AUM of.
Andrea Enser is Controller at Bigsur Wealth Management LLC. See Andrea Enser's compensation, career history, education, & memberships. Daniel Orona is Chief Compliance Officer at Bigsur Wealth Management LLC. See Daniel Orona's compensation, career history, education, & memberships.
Juan Carlos Pinilla is Partner at Bigsur Wealth Management LLC. See Juan Carlos Pinilla's compensation, career history, education, & memberships. Ignacio Pakciarz is CEO/Founding & Managing Partner at Bigsur Wealth Management LLC. See Ignacio Pakciarz's compensation, career history, education, & memberships. Contact Bigsur Wealth Management, LLC or view Bigsur Wealth Management, LLC's ratings, investment advice, financial planning and insurance services, and get detailed information on their fees, advisors, licenses and history, and ask one of our 4 advisors a question. Before founding BigSur Partners in 2007, he was a Managing Director at Guggenheim Investment Advisors, where he was responsible for overseeing family-office client relationships. From 2001 to 2004, Mr. Pakciarz was Managing Director for Private Wealth Management PWM. Rafael Maria Iribarren is an employee with Bigsur Wealth Management, LLC, a other company. Rafael is Manager and has served as Manager since 11/01/2007. Rafael Iribarren has an ownership stake in Bigsur Wealth Management, LLC of less than 5%.
Bigsur Partners Llc is a domestic entity serving as Managing Member; Sole Owner for Bigsur Wealth Management, LLC, a other company. Bigsur Partners Llc has an ownership stake in Bigsur Wealth Management, LLC of more than 75%. Track the AUM, funds, and holdings for Bigsur Wealth Management LLC over time. View the latest funds and 13F holdings. Compare against similar firms. BigSur Wealth Management LLC Info: Size $ in 1000's At 09/30/2019: $148,401 At 06/30/2019: $143,331 BigSur Wealth Management LLC holdings changes, total fund size, and other information presented onwas derived from BigSur Wealth Management LLC 13F filings.
Investment company BigSur Wealth Management LLC Current Portfolio buys Apple Inc, Blackstone Group Inc, UnitedHealth Group Inc, Carnival Corp, Microsoft Corp, sells, Schlumberger, AllianceBernstein Holding LP, Lockheed Martin Corp, Companhia Siderurgica Nacional during the 3-months ended 2019Q3, according to the most recent filings of the. 10/11/2019 · BigSur Wealth Management LLC lowered its position in Home Depot Inc NYSE:HD by 14.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 8,174 shares of the home improvement retailer’s stock after selling 1,400 shares during the period. Home Depot accounts for 1.3% of BigSur Wealth. 13/10/2019 · About us. 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”.
Rafael Iribarren is Founding & Mng Partner/CFO at Bigsur Wealth Management LLC. See Rafael Iribarren's compensation, career history, education, & memberships. 02/11/2017 · BigSur Wealth Management LLC sold out the holdings in Alibaba Group Holding Ltd. The sale prices were between $140.99 and $180.07, with an estimated average price of $161.93. Sold Out: Vanguard Small-Cap VB BigSur Wealth Management LLC sold out. 10/11/2019 · BigSur Wealth Management LLC reduced its stake in shares of BHP Group PLC NYSE:BBL by 13.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission SEC. The fund owned 12,750 shares of the mining company’s stock after selling 2,000 shares during the quarter. BigSur Wealth.
BigSur Wealth Management LLC purchased a new stake in NVIDIA Co. NASDAQ:NVDA in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission SEC. The fund purchased 1,200 shares of the computer hardware maker’s stock, valued at approximately $209,000. Several other hedge funds and other. Investor Performance BigSur Wealth Management LLC investor performance is calculated on a quarterly basis. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. 02/11/2017 · BigSur Wealth Management LLC initiated holdings in iShares iBoxx $ Investment Grade Corporate Bond. The purchase prices were between $119.72 and $121.61, with an estimated average price of $120.83. The stock is now traded at around $120.99.
BigSur Wealth Management LLC increased its stake in Apple Inc. NASDAQ:AAPL by 54.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 16,014 shares of the iPhone maker’s stock after purchasing an additional 5,650 shares during the period. Apple makes up 2.4% of BigSur Wealth Management . Bigsur Wealth Management LLC is a privately held company in Miami, FL and is a Single Location business. Categorized under Management Services. Current estimates show this company has an annual revenue of 1212634 and employs a staff of approximately 15. 10/11/2019 · BigSur Wealth Management LLC cut its stake in shares of SPDR S&P MidCap 400 ETF Trust NYSEARCA:MDY by 4.6% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 5,200 shares of the exchange traded fund’s stock after selling 250 shares during the quarter. Ignacio Gabriel Pakciarz is an employee with Bigsur Wealth Management, LLC, a other company. Ignacio is Manager and has served as Manager since 11/01/2007. Ignacio Pakciarz has an ownership stake in Bigsur Wealth Management, LLC of less than 5%. This page shows a list of all the recent 13F filings made by BigSur Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter.
BigSur Wealth Management LLC ownership in CG / The Carlyle Group L.P. November 05, 2019 - BigSur Wealth Management LLC has filed a 13F-HR form disclosing ownership of 9,913 shares of The Carlyle Group L.P. NASDAQ:CG with total holdings valued at $253,000 USD as of September 30, 2019. Gerhard Herrera-Pahl is Head of Investment Research at BigSur Wealth Management LLC. View Gerhard Herrera-Pahl’s professional profile on Relationship Science, the database of decision makers. BigSur Wealth Management LLC grew its position in Starwood Property Trust, Inc. NYSE:STWD by 12.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,350 shares of the real estate investment trust’s stock after purchasing an additional 1,150 shares. Bigsur Wealth Management LLC Overview. Bigsur Wealth Management LLC filed as a Foreign Limited Liability in the State of Florida on Monday, December 10, 2007 and is approximately twelve years old, as recorded in documents filed with Florida Department of State.
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