Best Investors Account Sign in
Inactive

Rafael Maria Iribarren

Bigsur Partners, LLC

Miami, FL

CRD 4171908

Claim This Profile
Employer firm

Bigsur Partners, LLC CRD 146511

$1.28B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Selection of other advisers
  • PORTFOLIO CONSULTING, FAMILY OFFICE & CONSOLIDATED REPORTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Bigsur Partners, Llc

1441 Brickell Avenue Suite 1450, Miami, FL 33131 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-29
DE RA APPROVED 2025-03-10
  • FL RA
    APPROVED
    Since 2025-05-29
  • DE RA
    APPROVED
    Since 2025-03-10

Branch Locations

1441 Brickell Avenue Suite 1450, Miami, FL 33131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bigsur Partners Llc Miami FL 11/2007 05/2019
Bigsur Wealth Management Llc Miami FL 11/2007 Present
  • 11/2007 → 05/2019
    Bigsur Partners Llc
    Miami, FL
  • 11/2007 → Present
    Bigsur Wealth Management Llc
    Miami, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-09-19
S63 Uniform Securities Agent State Law Examination 2000-09-01
  • S65 Uniform Investment Adviser Law Examination
    2001-09-19
  • S63 Uniform Securities Agent State Law Examination
    2000-09-01
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

HOLLANDER ASSET MANAGEMENT LLC
GFG CAPITAL
XP ADVISORY US, INC.

Nearby Investors

BIANCA MIA HOLLANDER PONTES
CARLOS HOLLANDER
EDUARDO NMN GRUENER

Nearby Offices

HOLLANDER ASSET MANAGEMENT LLC · MIAMI, FL
GFG CAPITAL · MIAMI, FL
XP ADVISORY US, INC. · MIAMI, FL

More in Miami, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor