MIRAMAR VENTURE PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2012
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CORONA DEL MAR, California
CRD number
163117
Registered since
March 23, 2012

Firm profile

FINTRX

Overview

Miramar Venture Partners is a privately held LLC that operates as a venture capital manager. The firm registered with the SEC in 2012 and is owned by an individual. Miramar does not identify as a multi-state adviser, a capital allocator, or an active ESG investor. Its stated industry affiliation is with a law firm, suggesting a governance or service relationship with legal professionals rather than a broader institutional network. Miramar’s business appears focused on fund management rather than providing a retail advisory platform. The firm’s classification in the source data is unclassified, and there is no indication of pension consulting, related-adviser structures, or other typical RIA lines of business.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

3 of 4
  • SHERMAN ATKINSON

    Co-Founder & Managing PartnerCRD 6302306

  • ROBERT HOLMEN

    Managing DirectorCRD 6043996

  • BRUCE HALLETT

    Managing DirectorCRD 6043997

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CORONA DEL MAR, CA

ORANGE

Location

CORONA DEL MAR, CA

Headquartered in CORONA DEL MAR, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
ORANGE
Address
2101 E Coast Hwy
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth