RIA Intel›Advisers›California›MIRAMONTES CAPITAL, LLC

MIRAMONTES CAPITAL, LLC

Advisory

N·NEWPORT BEACH, CA

Data as of Feb 27, 2026 · Source: SEC Form ADV

Total AUM

$397M

1-Year AUM Growth

+44.4%

3-Year CAGR

+6.3%

Employees

8

Assets Under Management

Total AUM$397M

Discretionary AUM$166M

Non-Discretionary AUM$231M

Discretionary %41.7%

Total Clients622

Team

Total Employees8

Investment Advisers15

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record44

First FilingJun 23, 2015

Latest FilingFeb 27, 2026

🔒 Full AUM trend chart and 44 historical filings spanning 11+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MIRAMONTES CAPITAL, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.