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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

MIRAMAR CAPITAL

MIRAMAR CAPITAL LLC, CRD 290909

NORTHBROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:846e0449-0951-307c-de2b-161fbd08079a

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 8
On other graphs: 0
Observed: Oct 27, 2017 to Mar 27, 2026
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $550MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $543M
Private client RAUM: $424MderivedItem 5.D individuals plus high net worth individuals
Private client share: 77%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 369
Individual clients: 38
High net worth clients: 103
SEC number: 801-112078
CRD: 290909
Filings on the tape: 23
First filed: Oct 27, 2017
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, IL

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DESANTIAGO, BETH, PAPAS	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Mar 25, 2023	May 2, 2024
KALMAN, ROBERT	Member	D	yes	10/2017	Oct 27, 2017	May 2, 2024
WASSERMAN, MAX, SCOTT	Member	D	yes	12/2017	Nov 30, 2017	May 2, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 27, 2026	$550M	$543M	6	3	n/a	n/a
2024	Mar 24, 2025	$509M	$500M	6	3	n/a	n/a
2023	Mar 27, 2024	$491M	$470M	6	3	n/a	n/a
2022	Mar 25, 2023	$503M	$453M	6	4	n/a	n/a
2021	Mar 22, 2022	$442M	$377M	6	4	n/a	n/a
2020	Feb 12, 2021	$326M	$265M	4	2	n/a	n/a
2019	Mar 20, 2020	$249M	$232M	4	2	n/a	n/a
2018	Mar 25, 2019	$206M	$194M	5	3	n/a	n/a
2017	Mar 21, 2018	$156M	$147M	5	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	3	-3	n/a	0	3	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$550M	$509M	8.1%	$503M	3.0%	6	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	3	Aug 27, 2026	Aug 3, 2026	NORTHBROOK, IL	Firm absorbed	RIA to ibd	100.0%

Relationships

Registered with (4)

← chris kostiukAdvisorregistration: previous registration
Jan 10, 2022 to Aug 27, 2026factForm ADV
← Robert KalmanAdvisorregistration: previous registration
Nov 27, 2017 to Aug 27, 2026factForm ADV
← max scott WassermanAdvisorregistration: previous registration
Dec 1, 2017 to Aug 27, 2026factForm ADV
← STEVEN HARMAN MOGULAdvisorregistration: previous registration
Aug 26, 2020 to May 16, 2023factForm ADV

Moved with (1)

→ WEALTH ENHANCEMENT ADVISORY SERVICES, LLCRegistered adviser3 advisors, firm absorbed, same day
Aug 27, 2026 to Aug 3, 2026factForm ADV

Controls (3)

← KALMAN, ROBERTOwnerMEMBER, ownership code D, individual
Oct 27, 2017 to May 2, 2024factForm ADV
← DESANTIAGO, BETH, PAPASOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 25, 2023 to May 2, 2024factForm ADV
← WASSERMAN, MAX, SCOTTOwnerMEMBER, ownership code D, individual
Nov 30, 2017 to May 2, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 27, 2026
Firm absorbed
Miramar Capital's advisors moved to Wealth Enhancement Advisory Services, LLC (Northbrook, IL): 3 of 3 registered, on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Aug 27, 2026
Advisor changed firm
Max Scott Wasserman left Miramar Capital for Wealth Enhancement Advisory Services, Llc (registered 2026-08-03)
Form ADVobserved 4 days ago
Occurred
Aug 27, 2026
Advisor changed firm
Chris Kostiuk left Miramar Capital for Wealth Enhancement Advisory Services, Llc (registered 2026-08-03)
Form ADVobserved 4 days ago
Occurred
Aug 27, 2026
Advisor changed firm
Robert Kalman left Miramar Capital for Wealth Enhancement Advisory Services, Llc (registered 2026-08-03)
Form ADVobserved 4 days ago
Occurred
May 16, 2023
Advisor changed firm
Steven Harman Mogul left Miramar Capital for Arete Wealth Advisors, Llc (registered 2023-06-23)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2022
Regulatory AUM changed
Miramar Capital reported RAUM $442.2M, up 36% from $325.6M (2021-08-16 to 2022-03-22)
Form ADVobserved 4 days ago
$117M
Occurred
Oct 27, 2017
First Form ADV filing
Miramar Capital filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Show 1 bookkeeping events

Occurred
Sep 1, 2026
Miramar Capital no longer on the SEC adviser roster (last listed 2026-08-03, RAUM $550.3M)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:846e0449-0951-307c-de2b-161fbd08079a
First observed: Oct 27, 2017
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MIRAMAR CAPITAL

MIRAMAR CAPITAL LLC, CRD 290909

NORTHBROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:846e0449-0951-307c-de2b-161fbd08079a

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DESANTIAGO, BETH, PAPAS

CHIEF COMPLIANCE OFFICER

yes

01/2024

Mar 25, 2023

May 2, 2024

KALMAN, ROBERT

Member

yes

10/2017

Oct 27, 2017

May 2, 2024

WASSERMAN, MAX, SCOTT

Member

yes

12/2017

Nov 30, 2017

May 2, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$550M

$543M

n/a

2024

Mar 24, 2025

$509M

$500M

n/a

2023

Mar 27, 2024

$491M

$470M

n/a

2022

Mar 25, 2023

$503M

$453M

n/a

2021

Mar 22, 2022

$442M

$377M

n/a

2020

Feb 12, 2021

$326M

$265M

n/a

2019

Mar 20, 2020

$249M

$232M

n/a

2018

Mar 25, 2019

$206M

$194M

n/a

2017

Mar 21, 2018

$156M

$147M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-3

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$550M

$509M

8.1%

$503M

3.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Aug 27, 2026

Aug 3, 2026

NORTHBROOK, IL

Firm absorbed

RIA to ibd

100.0%