$9.9M Total AUM
$9.9M Disc. AUM
-- 3Y CAGR
3 Employees
15 ADV. Clients
9 yrs Firm Age
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- Custodian
- Interactive Brokers ยท TD Ameritrade
- Clients
- Retail
- Platforms
- CrestVital north +more
- Established Date
- 11-02-2016
- Office Locations
- 1
Office Locations
-- Newport Beach CA
About Kyur, Inc.
KYUR, Inc. is an SEC-registered RIA in Newport Beach, CA offering risk-controlled, quantitative equity portfolio management and planning support. Using its proprietary PMO (Post Mean-Variance Optimization) engine, the firm builds customized portfolios and runs Alpha Growth, Total Wealth (multi-strategy), and Pure Alpha (long/short). Serves investors from HNW families to institutions; custody includes Interactive Brokers.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$662.5K AVG AUM / CLIENT
9.5 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Accredited Investors
Meridian
Asset Classes
Crest optima Summit meridian Unison horizon Fusion Atlas optima Prime Fusion bridge
Client Personas
Peak wave Momentum ember Horizon momentum
Custodian
Delta Legacy Momentum focus Horizon Vital eagle Unison value Prime Vertex Element ridge Pathway Quantum Beacon alpha Optima fusion Alpha Radial Unison atlas Foundation value
Investment Themes
Pathway Harbor Quantum zenith Zenith Matrix timber Ember element
Investment Vehicles
Value atlas Bridge
Platform
Vital fusion
Services
Matrix pathway North Fusion Radial wave Zenith signal Alpha atlas Element glacier
Technology
Vertex vital Vertex focus Element zenith
Owner & Executives
VINH QUANG TRAN
Chief Compliance Officer, Chief Executive Officer, Chief Operating Officer, PRINCIPAL
- CRD
- #1839412
- Ownership
- 5% but less than 10%
(386) 330-3917
quantum.focus@focuscapital.com
in linkedin.com/in/element-focus
Showing 1 of 1 owners & executives
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T
THUY TRAN
Partner
- CRD
- #6302554
(797) 226-2031
oak.prime@crestcapital.com
in linkedin.com/in/ridge-matrix
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,938,000 | $248,600 |
| Non-Discretionary | $0 | -- |
| Total | $9,938,000 | $248,600 |
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Separately Managed Accounts
Total SMA Asset: $9,938,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,550,151,127 | 100.0% |
| Total | $2,550,151,127 | 100.0% |