SourcingSourcing

MIRAMAR CAPITAL LLC

C39
CRD 290909·SEC 801-112078·NORTHBROOK, IL
AUM
$550.3M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MIRAMAR CAPITAL LLC
CRD
290909
SEC file #
801-112078
EIN
823509769
DBA names
Miramar Capital

Economics

AUM
$550.3M
AUM band
$500M-$1B
AUM trajectory
'20'26
$205.8M → $550.3M▲ +167%
Client mix
Individuals High Net Worth103
Individuals Other38
Corporations7
Banking Institutions1
Charitable Organizations1

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
NORTHBROOK IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/in/bob-kalman-743b39(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KALMAN, ROBERT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
KALMAN, ROBERT
WASSERMAN, MAX, SCOTT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001767812
Edgar Registered
Yes
Edgar Filing Count
32
Edgar First Filing Date
2019-02-14
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001767812-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Edgar Addresses
Mailing
666 DUNDEE ROADSUITE 502NORTHBROOK, IL 60062
Business
666 DUNDEE ROADSUITE 502NORTHBROOK, IL 60062
Edgar EIN
823509769
Edgar Recent Filings
13F-HR2026-05-11 · 0001767812-26-000002
13F-HR2026-02-11 · 0001767812-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
1841415
Trust Company Affiliate
No

People (4)

4
KALMAN, ROBERT
IAR · Direct Owner · 62.5%
1841415
WASSERMAN, MAX, SCOTT
IAR · Direct Owner · 62.5%
2206118
DESANTIAGO, BETH, PAPAS
Executive Officer · 2.5%
1275446
CHRYZANT DARIJ KOSTIUK
IAR
1445936