Miramar Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in Northbrook, IL. Its latest Form ADV filing, dated March 27, 2026, reports $550M in regulatory assets under management, 6 employees, and 369 accounts.
Assets Under Management
$550M
Employees
6
Offices
--
Total Clients
150
Primary office
NORTHBROOK, IL
666 DUNDEE ROAD, SUITE 502, NORTHBROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 68.7% of total clients.
Top client categories% of clientsClients
1
HNWI
68.7%
103
2
Individuals
25.3%
38
3
Corporations
4.7%
7
4
Banks
0.7%
1
5
Charitable
0.7%
1
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$550Mas of March 27, 2026
Discretionary98.7%
$543M
99% of total RAUM98.7%
Non-discretionary1.3%
$7M
1% of total RAUM1.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$550M
Total Accounts369
10Y AUM Change+$550M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee25:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.