Robert Kalman

MIRAMAR CAPITAL

Northbrook, IL 60062

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CRD#: 1841415

Professional summary

Robert Kalman, who also goes by Bob Kalman, is a registered financial advisor currently at MIRAMAR CAPITAL located in Northbrook, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Robert has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Kalman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) Foresight Investments, LLC, DBA for investment related activity (2) Kalman Kushnir Capital, (OBA) for investment related business, 666 Dundee Road Suite 502 Northbrook, IL 60062, Principal, Started November 1995, 30 hours per month during trading hours, Conduct advisory business through RIA (3) Saxony Securities, registered representative. 666 Dundee Rd., Suite 502, Northbrook, IL. Started 8/2016, investment related, 10 hours a month. Conducts securities business.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Kalman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 27, 2017 - Present

MIRAMAR CAPITAL

Office #1: 666 Dundee Road Suite 502, Northbrook, IL 60062

RIA

CRD#: 290909

Northbrook, IL

Past

August 1, 2016 - April 30, 2018

SAXONY SECURITIES, INC.

CRD#: 115547

Northbrook, IL

Past

January 11, 2005 - August 2, 2016

FORESIGHT INVESTMENTS, LLC

CRD#: 132644

NORTHBROOK, IL

Past

August 4, 2003 - July 20, 2005

JERSEY SHORE TRADING GROUP INC.

CRD#: 47440

RED BANK, NJ

Past

January 30, 2002 - August 21, 2003

PHILLIP LOUIS TRADING, INC.

CRD#: 19378

RED BANK, NJ

Past

November 26, 2001 - January 24, 2002

SHAMROCK PARTNERS, LTD

CRD#: 23955

MEDIA, PA

Past

July 16, 1999 - August 22, 2018

KALMAN KUSHNIR CAPITAL INC.

RIA

CRD#: 123667

Northbrook, IL

Past

September 15, 1998 - November 27, 2001

LISS FINANCIAL SERVICES

CRD#: 21950

MILWAUKEE, WI

Past

June 11, 1990 - July 7, 1998

R. D. KUSHNIR & CO.

CRD#: 24013

NORTHBROOK, IL

Past

May 3, 1990 - June 20, 1990

INSIGHT SECURITIES, INC.

CRD#: 5611

HIGHLAND PARK, IL

Past

June 21, 1988 - June 8, 1990

BLUNT ELLIS & LOEWI INCORPORATED

CRD#: 7580

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MIRAMAR CAPITAL

MIRAMAR CAPITAL | MIRAMAR CAPITAL LLC

CRD#: 290909 / SEC#: 801-112078

RIA

Registered Investment Advisory firm - (11/27/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(11/27/2017)

IAR

Texas
(5/22/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/21/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/27/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/30/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 5/23/1989

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 6/18/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/6/2004

General Securities Principal Examination

Current Firm

MIRAMAR CAPITAL

MIRAMAR CAPITAL | MIRAMAR CAPITAL LLC

CRD#: 290909 / SEC#: 801-112078

RIA

Registered Investment Advisory firm - (11/27/2017 Approved)

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Contact information

Main Address

666 Dundee Road Suite 502, Northbrook, IL 60062

Mailing Address

Phone number

(847) 291-7300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV, PART 2A BROCHURE (3/24/2025)

Regulatory assets under management

Total Number of Accounts	340
AUM (Assets Under Management)	$ 509,236,432

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Robert Kalman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Kalman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SAXONY SECURITIES, INC.

FORESIGHT INVESTMENTS, LLC

JERSEY SHORE TRADING GROUP INC.

PHILLIP LOUIS TRADING, INC.

SHAMROCK PARTNERS, LTD

KALMAN KUSHNIR CAPITAL INC.

LISS FINANCIAL SERVICES

R. D. KUSHNIR & CO.

INSIGHT SECURITIES, INC.

BLUNT ELLIS & LOEWI INCORPORATED

Primary Firm SEC Registration

MIRAMAR CAPITAL

State Registrations and Notice Filings

Exams

Series 65

Date: 6/21/1999

Series 63

Date: 6/27/1988

SIE

Date: 4/30/2018

Series 3

Date: 5/23/1989

Series 7

Date: 6/18/1988

Series 24

Date: 7/6/2004

Current Firm

MIRAMAR CAPITAL

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MIRAMAR CAPITAL

TRUST BUT VERIFY

Contact information

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