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1441 Brickell Avenue Suite 1450, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-03-05 |
| FL | RA | APPROVED | 2008-04-21 |
Branch Locations
1441 Brickell Avenue Suite 1450, Miami, FL 33131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bigsur Partners | Miami | FL | 11/2007 | Present |
| Bigsur Wealth Management, Llc | Miami | FL | 11/2007 | Present |
PAKANA HOLDINGS LLC - PERSONAL INVESTMENT VEHICLE ESTABLISHED WITH SPOUSE SOLELY TO HOLD PERSONAL ALTERNATIVE AND/OR PRIVATE EQUITY INVESTMENTS. NO TIME SPENT OR COMPENSATION RECEIVED IN THIS ACTIVITY AND LLC. BIGSUR ADVISORS CORP - LLC ESTABLISHED FOR THE SOLE PURPOSE OF OWNERSHIP IN SEC REGISTERED INVESTMENT ADVISER, BIGSUR WEALTH MANAGEMENT. COMPENSATION DERIVED FROM ACTIVITES IN BIGSUR WEALTH MANAGEMENT FLOWS THROUGH TO BIGSUR ADVISORS CORP. BIGSUR ADVISORS CORP VEHICLE HAS NO OTHER PURPOSE. MEMBER OF THE BOARD OF OVERSEERS AT NEW YORK UNIVERSITY - STERN SCHOOL OF BUSINESS. ROLE INVOLVES PROVIDING INPUT AND SUGGESTIONS INTO NYC'S ACADEMIC AND BUSINESS CURRICULUM. NO COMPENSATION RECEIVED. LIMITED TIME SPENT ON AN ANNUAL BASIS DURING NON-BUSINESS HOURS. START DATE: SEPT 2022. MEMBER OF BOARD OF DIRECTORS FOR AVESPA - BIOTECH COMPANY THAT PRODUCES ALGAE. NO COMPENSATION RECEIVED FROM THIS ACTIVITY. ANTICIPATED TIME SPENT WILL BE LIMITED TO A FEW BOARD MEETINGS A YEAR. APPROX 10-12 HOURS PER CALENDAR YEAR.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-23 |
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