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| Happy Holidays!! thanks for using AUM13F!! |
| Miramar Capital LLC
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| CRD # | 290909 |
| SEC # | 801-112078 |
| CIK # | 0001767812 |
| AUM | $509.2 M (2025-03-24) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 847-291-7300 |
| Address | 666 Dundee Road Northbrook, IL 60062 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767812 |
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Microsoft Corp | 26.5 | |
| Broadcom Inc | 23.4 | |
| AbbVie Inc | 20.0 | |
| Verizon Communications Inc | 19.1 | |
| Oneok Inc /New/ | 17.1 | |
| Chevron Corp | 16.1 | |
| CME Group Inc | 15.9 | |
| PepsiCo Inc | 15.8 | |
| Home Depot Inc | 15.5 | |
| Alphabet Inc | 15.4 | |
| McDonalds Corp | 15.3 | |
| J P Morgan Chase & Co | 14.9 | |
| VISA Inc | 14.8 | |
| Medtronic Holdings Ltd | 12.8 | |
| Lockheed Martin Corp | 12.7 | |
| Union Pacific Corp | 12.5 | |
| Qualcomm Inc/DE | 11.5 | |
| Waste Management Inc | 11.4 | |
| Apple Inc | 11.2 | |
| General Dynamics Corp | 11.0 | |
| BlackRock Inc | 10.8 | |
| Hershey Co | 10.7 | |
| Abbott Laboratories | 10.4 | |
| Bristol Myers Squibb Co | 10.2 | |
| Genuine Parts Co | 9.8 | |
| Paychex Inc | 9.6 | |
| EOG Resources Inc | 8.7 | |
| Merck & Co Inc | 6.8 | |
| United Parcel Service Inc | 5.8 | |
| UnitedHealth Group Inc | 4.6 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 18.0 |
| (b) Individuals (high net worth individuals) | 100 | 366.0 |
| (c) Banking or thrift institutions | 1 | 11.8 |
| (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 | 2.5 |
| (h) Charitable organizations | 2 | 44.5 |
| (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 | 7 | 66.4 |
| (n) Other | 0 | 0.0 |
| Total | 340 | 509.2 |
| By Discretionary | ||
| Discretionary | 328 | 500.1 |
| Non-Discretionary | 12 | 9.2 |
| Total | 340 | 509.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 509.2 | |
| Total | 340 | 509.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767812] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Greater Midwest Financial Group LLC
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|
MN | 0.5 |
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IMC Advisors LLC
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IN | 0.5 |
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Helen Stephens Group LLC
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TX | 0.5 |
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Prostatis Group LLC
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MD | 0.5 |
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McElhenny Sheffield Capital Management LLC
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TX | 0.5 |
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The Central Trust Bank
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MO | 0.5 |
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RTW Financial Advisors Inc
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TX | 0.5 |
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Tiempo Capital Partners LLC
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FL | 0.5 |
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Argonautica Private Wealth Management Inc
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MA | 0.5 |
|
Tempus Wealth Planning LLC
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CA | 0.5 |