What Miramar Capital does

Miramar Capital LLC is a privately held, SEC-registered investment advisory firm headquartered in Northbrook, Illinois, specializing in dividend growth portfolio management for high-net-worth and ultra-high-net-worth individuals, multi-generational families and family offices, corporations, and endowments and foundations. The firm was founded by Max Wasserman, formerly a Senior Portfolio Manager at UBS, and Co-Founder Bob Kalman, who previously founded Kalman Kushnir Capital in 1994. The advisory team of roughly five client-facing professionals brings over 70 years of combined portfolio management experience across equity, fixed income, and alternative strategies.

The firm's core offering is a dividend growth investing strategy that constructs custom-tailored portfolios of typically 25-35 high-quality, large-to-mid-cap dividend growth stocks diversified across 5-7 sectors, with a stated emphasis on downside protection and income generation. Portfolio construction is supported by proprietary security analysis described as combining deep human expertise with AI-assisted research tools. The service model is high-touch and consultative: engagements begin with complimentary portfolio reviews for prospective clients with more than $1 million in investible assets, then evolve into fully customized portfolio mandates aligned to each client's risk tolerance, time horizon, tax considerations, liquidity needs, and regulatory constraints. The firm generates revenue exclusively through recurring investment advisory and management fees on managed assets.

Miramar Capital is a boutique operation with a sales-led, direct advisory go-to-market and no intermediaries, marketplaces, or self-serve channels. Brand building is conducted primarily through earned media in Bloomberg, CNBC, Barron's, the Wall Street Journal, Fox Business, Reuters, and Schwab Network, supplemented by a content marketing site, email newsletter, and limited paid media (TV commercials produced in 2021). The firm holds SEC and Illinois RIA registrations, files Form ADV and Form CRS, and reported a notable public-equity position in Paychex, Inc. (~$9.8M as of Q3 2026).

Name

Miramar Capital

Legal name

Miramar Capital LLC

Website

https://miramarcap.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Miramar Capital LLC is a private, SEC-registered investment advisory firm in Northbrook, Illinois, providing custom-tailored dividend growth portfolio management to high-net-worth individuals, family offices, corporations, and endowments with $1M+ in investable assets.

Ownership category

akta.pro rank

Product category

Wealth Management and Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management services
• Portfolio management advisory
• Dividend growth investing
• Investment advisory services
• High net worth wealth planning

Headquarters

HQ city

Northbrook

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory and Management Fees: Revenue generated from managing investment portfolios for high-net-worth clients. The firm is an SEC-registered investment advisor providing professional portfolio management services.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels7 records

Core offering

Miramar Capital is an SEC-registered investment advisory firm that provides custom-tailored portfolio management services built on a dividend growth investing strategy. The firm constructs individual portfolios typically containing 25-35 high-quality, large-to-mid cap dividend growth stocks diversified across 5-7 sectors, leveraging AI-enhanced proprietary security analysis. Services are delivered through a high-touch, consultative model to high-net-worth individuals, family offices, corporations, and institutional clients with over $1 million in investible assets.

Product overview

Miramar Capital is an independent, SEC-registered investment advisory firm offering a unified dividend growth investing platform centered on its core strategy of selecting high-quality dividend growth stocks. The firm provides custom-tailored portfolio management services, proprietary risk management, and high-touch client engagement. Their flagship Dividend Growth Investing Strategy forms the foundation, supported by Custom-Tailored Portfolio Management that considers each client's unique circumstances. Additional services include a Complimentary Portfolio Review for prospective clients with significant investible assets. The firm specializes exclusively in equity and fixed income portfolio management for high-net-worth individuals and institutional clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Dividend Growth Investing Strategy Miramar Capital's primary investment approach focusing on high-quality dividend growth stocks (25-35 individual stocks, large-to-mid cap, across 5-7 sectors) to provide portfolios with stability, income generation, long-term growth, diversification, and downside protection. Intended for high-net-worth individuals, family offices, corporations, endowments, and foundations.
• Custom-Tailored Portfolio Management Bespoke investment portfolios constructed specifically to meet individual client goals, considering risk tolerance, time horizons, tax considerations, liquidity needs, and legal/regulatory constraints. For clients with over $1M in investible assets.
• Risk Management Services Rigorous risk management approach emphasizing downside protection while still participating in market upside, including proprietary AI-enhanced security analysis. Designed for clients seeking stability and resilience across market cycles.
• High-Touch Client Advisory Service Ongoing client engagement including portfolio reviews, updates, and expert guidance throughout various life stages and investment cycles. Provides a true partnership approach to wealth management.
• Complimentary Portfolio Review No-cost portfolio evaluation service for investors with over $1 million in investible assets, assessing alignment with financial goals, identifying improvement areas, and providing risk insights. Serves as the entry point to the firm's advisory relationship.

Quantifiable outcome

• 25-35 individual stocks per portfolio
• +3 more outcomes

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• AlphaCore Capital: Boutique, founder-led RIA focused on HNW investors with customized portfolios and dividend-quality strategies; directly comparable boutique model and client base.
• Great Lakes Advisors: Chicago-based investment management firm offering customized equity and fixed-income solutions to HNW individuals and institutions, similar in product mix and middle-market geography to Miramar.
• Glassman Wealth Services: Independent HNW-focused RIA offering personalized portfolio management and financial planning, directly comparable in client tier and custom-portfolio approach to Miramar Capital.
• Cresset Wealth Advisors: Boutique Chicago-based multi-family office and RIA serving HNW/UHNW families with custom-tailored portfolios, comparable in style, geography, and client segment to Miramar Capital.

Broad incumbents

• Brown Brothers Harriman Wealth Management: Long-standing private bank and wealth manager offering tailored investment management to HNW families and institutions, similar in custom-portfolio and high-touch ethos at a larger scale.
• Bessemer Trust: Large, established multi-family office serving multi-generational UHNW families with bespoke investment and wealth services; the larger-scale analog of Miramar's HNW/family-office practice.
• William Blair Investment Management: Established Chicago-based investment manager serving institutional and HNW clients with fundamental equity research and tailored strategies, comparable in style and Chicago roots.
• Goldman Sachs Personal Financial Management (Ayco): Large HNW advisory practice targeting executives, business owners, and UHNW families with personalized wealth planning and portfolio management, comparable client profile at scale.

Emerging players

• Edelman Financial Engines: Large goal-based wealth manager blending advisor-led and digital tools to serve HNW households, an adjacent model to Miramar's high-touch, dividend-focused approach.

Regional players

• Wintrust Wealth Management: Chicago-area wealth management arm of Wintrust Financial serving HNW individuals, families, and institutions with portfolio management, planning, and trust services within the same regional market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xtwitter.com/MiramarCap
• Facebookfacebook.com/MiramarCapLLC
• LinkedInlinkedin.com/company/miramar-capital-llc

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Miramar Capital