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MIRAMAR CAPITAL
MIRAMAR CAPITAL LLC
CRD 290909 · SEC 801-112078
666 DUNDEE ROAD, SUITE 502, NORTHBROOK, IL, 60062, United States
Phone
847-291-7300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$550.3M
Discretionary AUM
$543.1M
Team
6 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $18.0M |
| High net worth individuals | 103 | $405.6M |
| Banking/thrift institutions | 1 | $8.9M |
| Charitable organizations | 1 | $39.9M |
| Corporations/business entities | 7 | $77.9M |
States served
AZ, CA, IL, IN, TX, FL
All web addresses on file
- https://www.facebook.com/MiramarCapLLC
- https://twitter.com/BobKalman1
- https://www.linkedin.com/company/miramar-capital-llc/
- https://twitter.com/MaxWasserman4
- https://twitter.com/MiramarCap
- https://www.linkedin.com/in/max-wasserman-3306a617
- https://www.linkedin.com/in/bob-kalman-743b39/
- HTTP://WWW.MIRAMARCAP.COM
Official SEC filing: View on IAPD