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IUR Capital, LLC

IUR Capital, LLC. CRD 153630

I

CRD: 153630

IUR Capital, LLC

$4.7M Total AUM
$4.7M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
15 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail and Institutional
Platforms
Available
Established Date
02-14-2011
Office Locations
1

Office Locations

999 Brickell AVE Suite 410 Miami FL

About IUR Capital, LLC

IUR Capital is a London-based investment adviser serving retail and institutional clients. The firm partners with clients on portfolio construction using a disciplined, fundamentals- and market-driven approach focused on balancing risk and return over the long term. Portfolios emphasize fixed income (investment-grade corporates and U.S. government bonds) alongside ETF exposures and selective derivatives for risk management, custodied at Interactive Brokers.

Team overview

-- AVG AGE
$4.7M AVG AUM / ADVISOR
$142.0K AVG AUM / CLIENT
0.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age

Insights

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Asset Classes

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Custodian

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Investment Themes

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Services

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Technology

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Owner & Executives

G

GARETH RYAN

Chief Compliance Officer, MANAGING DIRECTOR

CRD
#5780694
Ownership
75% or more
Available
Available
Available

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
04-13-2023
04-24-2024
04-30-2025
02-26-2026
Category Assets AVG. Account size
Discretionary $4,687,601 $142,049
Non-Discretionary $0 --
Total $4,687,601 $142,049

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Cash Available Available
Total Available Available

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