IUR Capital, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 153630
- Registered since
- May 25, 2010
- Website
- iurcapital.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI58.7%
- Corporations / Businesses29.67%
- Individuals11.63%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
IUR Capital, LLC is a small, SEC-registered investment adviser organized as an LLC and registered in 2010. The firm serves both individual and family clients as well as institutional entities and provides portfolio management for individuals, small businesses and institutions. Its client-facing services include educational seminars and workshops in addition to ongoing advisory relationships. IUR Capital charges a combination of percentage-of-AUM and performance-based fees. The firm reports affiliations with a broker-dealer and with another investment adviser. It does not identify as an active ESG investor and is not registered as a multi-state adviser or a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Cash & Cash Equivalents11%
Owners & executives
1 of 1Gareth Ryan
Founder and CEOCRD 5780694
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 999 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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