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| Miramar Capital LLC
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|---|---|
| CRD # | 290909 |
| SEC # | 801-112078 |
| CIK # | 0001767812 |
| AUM | $491.3 MM (2024-05-02) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 847-291-7300 |
| Address | 666 Dundee Road Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 24.6 | |
| PEP | 226,773.9 | 19.6 | |
| AVGO | 201,282.9 | 19.2 | |
| ABBV | 269,466.6 | 17.6 | |
| OKE | 25,448.2 | 17.0 | |
| VZ | 211,914.0 | 14.7 | |
| HD | 277,648.0 | 14.5 | |
| CVX | 294,604.1 | 13.8 | |
| MCD | 179,584.2 | 13.7 | |
| AAPL | 2,382,844.0 | 13.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 16.9 |
| (b) Individuals (high net worth individuals) | 98 | 349.7 |
| (c) Banking or thrift institutions | 2 | 11.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.1 |
| (h) Charitable organizations | 2 | 42.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 68.9 |
| (n) Other | 0 | 0.0 |
| Total | 356 | 491.3 |
| By Discretionary | ||
| Discretionary | 337 | 470.0 |
| Non-Discretionary | 19 | 21.4 |
| Total | 356 | 491.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.5 | |
| United States Persons | 490.8 | |
| Total | 356 | 491.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001767812] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pinion Investment Advisors LLC
✚
|
KS | 0.5 |
|
Maximai Investment Partners LLC
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|
FL | 0.5 |
|
The LUTS & Greenleigh Group Inc
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MD | 0.5 |
|
RPG Family Wealth Advisory LLC
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MA | 0.5 |
|
Cornell Pochily Investment Advisors Inc
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NY | 0.5 |
|
Brave Asset Management Inc
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|
NJ | 0.5 |
|
The Central Trust Bank
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|
MO | 0.5 |
|
Paulson Wealth Management Inc
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|
IL | 0.5 |
|
Hamel Associates Inc
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|
NJ | 0.5 |
|
Bright Financial Advisors Inc
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|
MI | 0.5 |