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Rosa Rincon

Bigsur Partners, LLC

Miami, FL

CRD 7291694

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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 2021-01-04
  • FL RA
    APPROVED
    Since 2021-01-04

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 Wealth Management Llc Miami FL 10/2016 Present
Unemployed Miami FL 03/2016 09/2016
  • 10/2016 → Present
    Bigsur Wealth Management Llc
    Miami, FL
  • 03/2016 → 09/2016
    Unemployed
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-09
  • S65 Uniform Investment Adviser Law Examination
    2020-12-09
Other Names
  • Rosa Alejandra Rincon Vazquez

View on SEC IAPD

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