Miramar Capital
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
FINTRXOverview
Miramar Capital is an independent SEC-registered registered investment adviser organized as an LLC and first registered in 2017. The firm is owner-operated and charges fees as a percentage of assets under management. Its client base spans high-net-worth individuals and families as well as institutional and business clients. Core advisory services include financial planning and discretionary portfolio management for individuals, small businesses and institutional entities. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 12Active vs passive
$13.5M in ETFs
67%
$9.1M
0%
$4.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG) | Vanguard | $3.1M | 12,942 | 22.62% |
Location
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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