IUR Capital, LLC

RIASEC RegisteredEst. 2010
Total AUM
$4.7M
Discretionary
$4.7M
100% of AUM
Avg account
$142K
Accounts
33
Employees
1
Advisory reps
1

Firm details

Headquarters
Miami, Florida
CRD number
153630
Registered since
May 25, 2010
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

FINTRX

Overview

Iur Capital, LLC is a limited liability company that has been registered with the SEC since 2010. The firm primarily serves individual and family clients, as well as institutional clients, providing a range of advisory services. Its activities include portfolio management for both individuals and small businesses, as well as for larger institutions. Additionally, Iur Capital conducts educational seminars and workshops to enhance client understanding of investment strategies. The firm operates under a fee structure that includes a percentage of assets under management and performance-based fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 11%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents11%

Owners & executives

1 of 1
  • Gareth Ryan

    CEOCRD 5780694

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth