MIRAMAR CAPITAL

RIASEC RegisteredEst. 2017
Total AUM
$550M
Discretionary
$543M
99% of AUM
Avg account
$1.5M
Accounts
369
Employees
6
Advisory reps
4

Firm details

Headquarters
NORTHBROOK, Illinois
CRD number
290909
Registered since
November 27, 2017
Website
miramarcap.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM
Client types
  • HNWI73.71%
  • Corporations / Businesses14.16%
  • Charitable Organizations7.24%
  • Individuals3.28%
  • Banking / Thrift Institutions1.61%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Miramar Capital LLC is an independent, SEC‑registered registered investment adviser that began operating in 2017 and is owned by an individual. The firm serves both high‑net‑worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Core advisory services are financial planning and portfolio management for individuals, small businesses, and larger business or institutional clients. Miramar Capital does not market itself as a capital allocator and is not designated as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 82%, Cash & Cash Equivalents 6%, US Government Bonds 4%, State & Local Bonds 3%, Investment Grade Corp Bonds 3%, Public Funds/Mutual Funds 2%82%
  • Exchange Traded Equities82%
  • Cash & Cash Equivalents6%
  • US Government Bonds4%
  • State & Local Bonds3%
  • Investment Grade Corp Bonds3%

Owners & executives

1 of 1

  • BETH DESANTIAGO

    Chief Compliance OfficerCRD 1275446

Contacts

3 of 3

  • MAX WASSERMAN

    Founder, Senior Portfolio ManagerCRD 2206118

  • ROBERT KALMAN

    Founder, Senior Portfolio ManagerCRD 1841415

  • CHRYZANT KOSTIUK

    Wealth AnalystCRD 1445936

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 11

Active vs passive

$12.2M in ETFs

Passive

67%

$8.2M

Active

0%

$4.1M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG)Vanguard$2.8M12,87422.64%
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Location

Primary office

NORTHBROOK, IL

COOK

Location

NORTHBROOK, IL

Headquartered in NORTHBROOK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
666 Dundee Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth