Miramontes Capital, LLC

Overview

Miramontes Capital, LLC is a privately owned SEC-registered investment advisory firm organized as an LLC and registered in 2017. The firm focuses on serving individual and family clients, providing financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers and managers. Its fee arrangements include percentage-of-assets, hourly charges, and fixed fees. The firm identifies itself as a capital allocator and maintains industry relationships with a broker-dealer, accounting professionals, and an insurance company. Miramontes Capital was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices