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Ignacio Gabriel Pakciarz

Ignacio G. Pakciarz

BIGSUR PARTNERS | CEO & Founding Partner
MIAMI, FL 33131
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CRD#: 2814634
Ignacio Gabriel Pakciarz

Professional summary


Ignacio Gabriel Pakciarz, who also goes by Pakciarz Nacho, is a registered financial advisor currently at BIGSUR PARTNERS, LLC located in Miami, Florida.

Ignacio is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Ignacio has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer


What are your service offerings?
Financial planning
Trading individual securities
What is your current number of clients?
Under 50
What is your minimum asset requirement?
20M
Are you a "fiduciary"?
Yes

Aliases


Pakciarz Nacho

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ignacio Gabriel Pakciarz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

April 21, 2008 - Present

BIGSUR PARTNERS, LLC

Office #1: 1441 Brickell Avenue Suite 1450, Miami, FL 33131
RIA
CRD#: 146511
MIAMI, FL
Past

January 31, 2005 - January 17, 2008

GUGGENHEIM INVESTMENT ADVISORS, LLC

RIA
CRD#: 108263
MIAMI, FL
Past

April 4, 2001 - December 18, 2003

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
NEW YORK, NY
Past

October 28, 1996 - April 5, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BP
BIGSUR PARTNERS, LLC
BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA
Registered Investment Advisory firm - (4/3/2008 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Delaware
(3/5/2025)
IAR
Florida
(4/21/2008)

Exams


State Security Law Exam
IAR
Series 65
Date: 12/2/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam

Current Firm


BP
BIGSUR PARTNERS, LLC
BIGSUR PARTNERS, LLC | BIGSUR WEALTH MANAGEMENT, LLC

CRD#: 146511 / SEC#: 801-69024

RIA
Registered Investment Advisory firm - (4/3/2008 Approved)
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Contact information


Main Address
1441 Brickell Avenue Suite 1450, Miami, FL 33131
Mailing Address
Phone number
(305) 740-6777
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BIGSUR ADV BROCHURE - JANUARY 2024 (3/10/2025)

Regulatory assets under management


Total Number of Accounts232
AUM (Assets Under Management)$ 1,285,088,640

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BIGSUR PARTNERS, LLC

CEO & Founding PartnerCRD#: 146511Miami, FL 33131

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Contact information


(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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