Miramar Capital Llc
- Regulatory AUM
- $550M
- Discretionary
- $543M
- Clients
- 150
- Avg AUM / client
- $3.7M
- Accounts
- 369
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 38 | $18.0M | 3.28% |
| High net worth individuals | 103 | $406M | 73.7% |
| Banking or thrift institutions | 1 | $8.9M | 1.61% |
| Charitable organizations | 1 | $39.9M | 7.24% |
| Corporations and other businesses | 7 | $77.9M | 14.2% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Kalman | Member | Oct 2017 (9y) | 50% – 75% | |
| Max Scott Wasserman | Member | Dec 2017 (9y) | 50% – 75% | |
| Desantiago, Beth, Papas | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Chris Kostiuk | Registered representative | Jan 2022 (5y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 891 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $337M (61% of AUM) Mar 2026
- Fidelity Distributors Company Llc $158M (29% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $37.7M (18% of AUM) Mar 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗