Bigsur Wealth Management, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $822M
- Clients
- 80
- Avg AUM / client
- $16.0M
- Accounts
- 226
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 79 | $1.3B | 100.0% |
| Pooled investment vehicles (non-investment companies) | 1 | $163K | 0.01% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Jan 2024 · $3.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Bigsur Capital Partners Three Corp. | Other Private Fund | British Virgin Islands | $3.2M | 14 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ignacio Gabriel Pakciarz | Manager Co Ceo/Co Founder | Nov 2007 (19y) | ≈ 42.19% – 100% via Bigsur Advisors Corp | |
| Perez, Olga | Operations Manager | Oct 2020 (6y) | Less than 5% | |
| Rosa Rincon | Head Of Investment Research And Products | Jan 2021 (6y) | Less than 5% | |
| Brezman, Pablo | Co Ceo | Jan 2023 (4y) | Less than 5% | |
| Emilia Moreira Dickey | Registered representative | Dec 2019 (7y) | ||
| Salvador Jose Juncadella Iv | Registered representative | Jul 2022 (4y) | ||
| Rafael Maria Iribarren | Registered representative | CFA | Mar 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Bigsur Partners, Llc | Managing Member; Sole Owner | Nov 2007 | A | 75% or more |
| Bigsur Advisors Corp | Managing Member | May 2009 | B | ≈ 56.25% – 100% via Bigsur Partners, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ignacio Gabriel Pakciarz: 75% – 100% of Bigsur Advisors Corp × 75% – 100% of Bigsur Partners, Llc × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Bigsur Advisors Corp: 75% – 100% of Bigsur Partners, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $3.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Bigsur Capital Partners Three Corp. | Other Private Fund | $3.2M | $200K | 14 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • % ASSETS UNDER CONSULTATION & REPORTING FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- J.P. Morgan $537M (42% of AUM) Mar 2026
- Pershing $327M (32% of AUM) Oct 2020
- Charles Schwab & Co. $281M (22% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗