IUR CAPITAL, LLC
Adviser information for IUR CAPITAL, LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 1 |
| 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 | 51 | $93.2M |
| Non-Discretionary | 0 | $0 |
| Total | 51 | $93.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 19 | $38.3M |
| HNW Individuals | 26 | $33.5M |
| 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 | 5 | $21.5M |
| Other | 1 | $59 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 4 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsEducational seminars/workshops |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-71431 |
|---|---|
| SEC ERA File Number | 801-71431 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 153630 |
| Legal Entity Identifier | 549300LOQ5B4BQ8NNB84 |
Principal Office
MICHELIN HOUSE81 FULHAM ROAD
LONDON
United Kingdom
Monday - Friday, 8:00 AM - 9:00 PM
Tel: +44 203 746 7320, Fax: None
Websites
Chief Compliance Officer
GARETH RYAN
MANAGING DIRECTOR
MICHELIN HOUSE
81 FULHAM ROAD
LONDON
United Kingdom
Tel:
+44 203 746 7320
G****@*************M
(Full email address available in API data)
Industry Affiliates
| IUR CAPITAL, LTD | Other investment adviser, including financial planners |
| IUR SECURITIES LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| RYAN, GARETH | Individual | – | CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR | 03/2010 | > 75% |