Kyur, Inc. (Greenwich)

Name: Kyur, Inc.
Address: 37 Birchwood Dr, Greenwich, CT, 06831
Telephone: (203) 552-0994

Kyur, Inc. is an internet adviser based in Greenwich. It manages $2 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Connecticut, New Jersey, and New York.

Kyur provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Kyur: assets under management

The assets under management (AUM) of Kyur, Inc. is $2 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and $200 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $285.71 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 83% of the total AUM. The second-largest asset type is investment and business development companies, which make up 18% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kyur, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Kyur, Inc.

The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Pinehill Capital Llc	Owner	1 Apr 2016	75% - 100%	36-4718885
Vinh Quang Tran	Principal and chief compliance officer	1 Aug 2016	Other	1839412

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Vinh Quang Tran	Owner	1 Dec 2011	50% - 75%	1839412
Nhung T Nguyen	Minority owner	1 Dec 2011	25% - 50%	6693073

Based in Greenwich

The principal office where Kyur, Inc. performs its advisory services is located at 37 Birchwood Dr, Greenwich, CT 06831 The mailing address of the firm is 37 Birchwood Dr, Greenwich, CT 06831. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (203) 552-0994. The normal business hours are 10:00 am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at kyur.co.