KYUR, INC.
Adviser information for KYUR, INC. last updated from Form ADV on March 14th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | JUNE |
| Legal Location | Connecticut, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 15 | $3.7M |
| Non-Discretionary | 0 | $0 |
| Total | 15 | $3.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 15 | $3.7M |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-108760 |
|---|---|
| SEC ERA File Number | 801-108760 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284721 |
| Legal Entity Identifier | None |
Principal Office
63 ACORN GLENIRVINE
CA
United States
Monday - Friday, 10:00 AM - 4:00 PM
Tel: (203) 552-0994, Fax: None
Websites
Chief Compliance Officer
VINH TRAN
CEO & COO
500 W. PUTNAM AVENUE
SUITE 400
GREENWICH
CT
United States
Tel:
(203) 552-0994
V*****@******O
(Full email address available in API data)
Regulatory Contact
THUY TRAN
CO-CHIEF INVESTMENT OFFICER
500 W. PUTNAM AVENUE
SUITE 400
GREENWICH
CT
United States
Tel:
2035520994
V*****@********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| PINEHILL CAPITAL LLC | Domestic Entity | – | OWNER | 04/2016 | > 75% |
| TRAN, VINH, QUANG | Individual | PINEHILL CAPITAL LLC | OWNER | 12/2011 | 50-75% |
| NGUYEN, NHUNG, T | Individual | PINEHILL CAPITAL LLC | MINORITY OWNER | 12/2011 | 25-50% |
| TRAN, VINH, QUANG | Individual | – | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 08/2016 | 5-10% |