DBA: MIRAMAR CAPITAL
| Total AUM | $550.3M |
| Discretionary | $543.1M99% of AUM |
| Non-Discretionary | $7.2M |
| Client Accounts | 369 |
| Avg Account Size | $1.5M |
| Employees | 6 |
| Peak AUM | $550.3MMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $550M | +8.1% | +3.0% | +10.9% | |
| Discretionary AUM | |||||
| Total AUM | $550.3M |
| Discretionary | $543.1M |
| Employees | 6 |
| Client Accounts | 369 |
| Client Range | 1-10 |
Address
666 DUNDEE ROAD
NORTHBROOK IL 60062
Phone
847-291-7300
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$543M
98.7% of AUM
Non-Discretionary
$7M
1.3% of AUM
Disc. mix ▲ 0.5pp vs 1 year ago
No related registrations reported
Total AUM
$550M
| $543M |
| +8.6% |
| +6.2% |
| +15.2% |
| Non-Disc. AUM | $7M | 21.7% | 47.6% | 34.3% |
| Total Accounts | 369 | +8.5% | 9.3% | 4.3% |
| Avg Account Size | $1M | 0.4% | +13.6% | +15.8% |
| Employees | 6 | 0.0% | 0.0% | +3.7% |
| AUM / Employee | $92M | +8.1% | +3.0% | +7.0% |
Client AUM Segments | |||||
| Wealth AUM | $424M | +10.3% | +0.7% | +8.0% | |
| Institutional AUM | $118M | +3.9% | +23.9% | +23.9% | |
Client Count Segments | |||||
| HNW Clients | 38 | +5.6% | 21.3% | 11.6% | |
| Institutional | 8 | 20.0% | +17.0% | +2.7% | |
| Individuals | 103 | +3.0% | 4.4% | 0.4% | |