$550.3M Total AUM
$543.1M Disc. AUM
3.0% 3Y CAGR
6 Employees
150 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Vector
- Established Date
- 11-27-2017
- Office Locations
- 1
Office Locations
666 Dundee Road Suite 502 Northbrook IL
About Miramar Capital
Miramar Capital is a Northbrook, IL RIA serving high- and ultra-high-net-worth individuals, multigenerational families/family offices, and select institutions (corporations, endowments, foundations). The firm builds custom, high-conviction dividend-focused portfolios emphasizing downside risk management and resilient growth, supported by proprietary security research and AI tools. Portfolios are implemented primarily with ETFs and other liquid securities.
Team overview
57 AVG AGE
$183.4M AVG AUM / ADVISOR
$3.7M AVG AUM / CLIENT
6 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Insight delta Bridge radial Legacy north
Client Personas
Radial Pioneer focus
Custodian
Signal pathway
Investment Themes
Vector Pioneer ridge Prime Catalyst
Investment Vehicles
Quantum vital
Platform
Meridian pathway
Services
Catalyst momentum Matrix Wave Alpha Capital Catalyst beacon Radial Ember
Technology
Ridge
Owner & Executives
R
ROBERT KALMAN
Principal
- CRD
- #1841415
- Ownership
- 50% but less than 75%
(382) 910-8245
catalyst.timber@eaglecapital.com
in linkedin.com/in/alpha-value
M
MAX SCOTT WASSERMAN
Senior Portfolio Manager
- CRD
- #2206118
- Ownership
- 50% but less than 75%
(564) 309-7071
harbor.vital@glaciercapital.com
in linkedin.com/in/value-harbor
E
Eagle wave
Unison capital focus
- CRD
- #60870
- Ownership
- 16.2%
(553) 494-6350
vertex.element@primecapital.com
in linkedin.com/in/optima-harbor
Showing 2 of 3 owners & executives
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C
CHRYZANT DARIJ KOSTIUK
Portfolio Manager
- CRD
- #1445936
(377) 477-4274
frontier.optima@pathwaycapital.com
in linkedin.com/in/optima-glacier
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $543,073,995 | $1,504,360 |
| Non-Discretionary | $7,179,040 | $897,380 |
| Total | $550,253,035 | $1,491,201 |
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Separately Managed Accounts
Total SMA Asset: $550,253,035
Equity - Exchange:
18.8% U.S. Government/Agency:
12.2% Cash:
16.9% Corporate - Investment Grade:
8.1% Municipal Bonds:
20.0% Public Funds:
24.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $907,141,734 | 18.8% |
| U.S. Government/Agency | $588,677,083 | 12.2% |
| Cash | $815,462,516 | 16.9% |
| Corporate - Investment Grade | $390,842,981 | 8.1% |
| Municipal Bonds | $965,044,398 | 20.0% |
| Public Funds | $1,158,053,276 | 24.0% |
| Total | $4,825,221,988 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX BEACON ATLAS | MERIDIAN INSIGHT | 0Q58EYB6R | EWD | 3.15% | $82,968,588 |
| CREST PATHWAY HORIZON | PEAK HORIZON | 7Y22SYCJN | YCG | 1.74% | $85,270,234 |
| HARBOR CATALYST VECTOR | MERIDIAN NORTH | RDJ1503BK | DQHO | 7.88% | $48,063,753 |
| FOCUS MATRIX | SUMMIT CAPITAL | NKCXB2BQA | RDOVV | 11.32% | $35,717,790 |
| VITAL QUANTUM | TIMBER EAGLE | 6JSPR5YZ3 | BEYB | 1.22% | $67,972,892 |
| PRIME RIDGE PATHWAY | MATRIX VALUE | 2D2PMCM59 | KXF | 2.72% | $74,455,113 |
| ALPHA UNISON | UNISON ATLAS | 3EGK7LI5Z | IDVLK | 9.64% | $71,208,249 |
| UNISON PEAK | PRIME WAVE | SFA98HVF8 | IHLYN | 8.26% | $4,291,544 |