Kyur, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 284721
- Registered since
- January 3, 2017
- Website
- www.kyur.co
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kyur, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm is SEC-registered since 2017 and charges clients a percentage of assets under management. Its client base is composed of individual and family investors rather than institutional pensions, and it does not position itself as a multi-state adviser or pension consultant. Kyur tends to favor liquid, exchange-listed securities as the backbone of client portfolios while supplementing those positions with third-party alternative managers when appropriate. Investment activity centers on equity exposure delivered through exchange-traded instruments, with equities identified as the firm’s primary preference. The firm is not identified as an active ESG investor. In practice Kyur appears to combine a core equity allocation with select allocations to outside managers for private equity, hedge funds and real estate, and makes use of mutual funds as additional building blocks.
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 Equities95%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Vinh Tran
CEO and PrincipalCRD 1839412
Contacts
1 of 1
Thuy Tran
Investment Advisor RepresentativeCRD 6302554
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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