MIRAMAR CAPITAL
Latest filing: Mar 24, 2025 (86 days ago)
AUM
$509,236,432
4% change vs. 1 year ago
15% change vs. 3 years ago
105% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
6
0% change vs. 1 year ago
0% change vs. 3 years ago
50% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
NORTHBROOK, IL
666 DUNDEE ROAD, NORTHBROOK, IL, UNITED STATES, 60062
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.5 |
| Non-Discretionary | $0.0 |
| Total | $0.5 |
| Client | AUM |
|---|---|
| Retail | $0.4 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $0.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 36 | $0.0 |
| Average Individual AUM | $500,316 | |
| HNW | 100 | $0.4 |
| Average HNW AUM | $3,660,352 | |
| Retail Total | 136 | $0.4 |
| Average Retail AUM | $2,823,872 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.3 |
| FIDELITY DISTRIBUTORS COMPANY LLC | SMITHFIELD-RI-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.5 |
| Retail SMA AUM | $0.4 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 82% | $0.4 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 4% | $0.0 |
| Municipal | 3% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 3% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 2% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| ROBERT KALMAN | NORTHBROOK | IL | S63|1988-06-27|S65|1999-06-21 | ||||||
| MAX WASSERMAN | NORTHBROOK | IL | S63|2004-10-19|S65|2004-11-02 | ||||||
| CHRYZANT KOSTIUK | NORTHBROOK | IL | |||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.5 | $0.0 | 0% | 6 | 0 | 0% |
| 2025-04-21 | $0.5 | $0.0 | 0% | 6 | 0 | 0% |
| 2024-04-02 | $0.5 | $0.0 | 4% | 6 | 0 | 0% |
| 2023-04-04 | $0.5 | $0.0 | 1% | 6 | 0 | 0% |
| 2022-04-01 | $0.4 | $0.1 | 15% | 6 | 0 | 0% |
| 2021-04-05 | $0.3 | $0.2 | 56% | 5 | 1 | 20% |
| 2020-04-01 | $0.2 | $0.3 | 105% | 4 | 2 | 50% |
| 2019-04-01 | $0.2 | $0.3 | 147% | 5 | 1 | 20% |
| 2018-04-02 | $0.2 | $0.4 | 226% | 5 | 1 | 20% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AZ-03/22/2022, CA-03/20/2020, FL-02/12/2021, IL-11/27/2017, IN-02/12/2021, TX-05/01/2018 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV