IUR Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,296,914
Clients
29
Advisors
1
of 1 employees
About
IUR Capital LLC provides discretionary investment management through separately managed accounts to U.S. individuals, family trusts, joint accounts, institutional investors and corporate/business clients. Services include portfolio management across equities, fixed income and cash instruments with a particular emphasis on exchange‑traded options; the firm also conducts educational seminars and webinars on financial planning and investments.
The firm’s approach combines a small, repeatable set of option strategies with traditional equity and fixed‑income holdings, using neutral to moderately directional option positions with time horizons from short to long term. Portfolios may employ derivatives and use borrowing (margin) within separately managed accounts, and the manager may liquidate positions to harvest gains or rebalance exposures in accordance with each client’s investment objectives.
Noteworthy features disclosed in the brochure include formal affiliations with a broker‑dealer that serves as the introducing broker, related investment advisory entities and the operation of proprietary trading accounts; the firm describes policies and trade‑allocation controls intended to mitigate related conflicts. The firm also offers performance‑based fee arrangements for qualified clients and works with institutional and corporate clients—characteristics that are less common among similarly sized independent advisors and that the firm says are addressed through its supervisory and allocation procedures.
Client services
Expertise
Fee options
$100,000 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
20% of realized and unrealized capital gains for qualified clients (Performance Fee); negotiable.
Account minimum: $100,000
Main office
999 Brickell Ave, Suite 410
Miami FL 33131
Advisors at this office
1
Most active in
Florida
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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