Overview
Assets Under Management: $491 million
Headquarters: NORTHBROOK, IL
High-Net-Worth Clients: 100
Average Client Assets: $4 million
Frequently Asked Questions
MIRAMAR CAPITAL LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290909), MIRAMAR CAPITAL LLC is subject to fiduciary duty under federal law.
MIRAMAR CAPITAL LLC is headquartered in NORTHBROOK, IL.
MIRAMAR CAPITAL LLC serves 100 high-net-worth clients according to their SEC filing dated May 02, 2024. View client details ↓
According to their SEC Form ADV, MIRAMAR CAPITAL LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
MIRAMAR CAPITAL LLC manages $491 million in client assets according to their SEC filing dated May 02, 2024.
According to their SEC Form ADV, MIRAMAR CAPITAL LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 100
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.88
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 356
Discretionary Accounts: 337
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 290909
Last Filing Date: 2024-05-02 00:00:00
Website: https://miramarcap.com