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They include 79 high-net-worth individuals and 1 pooled investment vehicle.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does BigSur Wealth Management offer?","answer":"BigSur Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does BigSur Wealth Management charge?","answer":"BigSur Wealth Management charges 0.50%–1.25% a year for its Management/consultation fee. The fee is billed in advance or in arrears, is negotiable and has a $20,000 annual minimum.","source":"BIGSUR ADV BROCHURE - JANUARY 2024, filed 23 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does BigSur Wealth Management use?","answer":"BigSur Wealth Management’s separately managed account assets are held at J.P. Morgan Securities LLC (New York, NY), with $537M and Charles Schwab & Co., Inc. (Westlake, TX), with $281M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does BigSur Wealth Management have?","answer":"BigSur Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 16 employees, and 9 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does BigSur Wealth Management invest in?","answer":"At the end of its last fiscal year, BigSur Wealth Management’s separately managed accounts held 27% registered funds (mutual funds, ETFs, BDCs), 25% exchange-traded equities, 14% investment grade corporate bonds, 12% other, 10% pooled vehicles (private funds and similar), 5% cash and equivalents, 4% state and local bonds, 2% U.S. government and agency bonds and 1% high-yield corporate bonds. The 12% other category is described as: Other Includes Investments and Interests in Real Estate, Commodities, Venture Capital and Alternative Investments (E.g. Structured Products, Hedge Funds & Closed-End Funds). It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns BigSur Wealth Management?","answer":"BigSur Wealth Management is owned through a chain of holding companies by Ignacio Pakciarz. Its direct owner is Bigsur Partners, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 23 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does BigSur Wealth Management get paid?","answer":"BigSur Wealth Management is paid through a percentage of assets under management, performance-based fees and other compensation. Its Form ADV lists no commissions among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is BigSur Wealth Management registered with the SEC?","answer":"Yes, BigSur Wealth Management has been registered with the SEC as an investment adviser since 3 April 2008. Its CRD number is 146511 and its SEC file number is 801-69024.","source":"Form ADV Part 1A, Item 1, filed 23 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact BigSur Wealth Management?","answer":"BigSur Wealth Management’s main office is at 1441 Brickell Avenue, Suite 1450, Miami, FL 33131. Its phone number is 305-740-6777. 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