IUR Capital manages custom investment portfolios on a discretionary basis, focusing primarily on exchange-traded options strategies alongside equities, cash instruments, and fixed income securities. Established in 2010 and based in Miami, Florida, IUR Capital is wholly owned and managed by Gareth Ryan. The firm designs portfolios to achieve specific client objectives while managing risk through a select group of options strategies. IUR Capital serves individuals, institutional investors, family trusts, individual trusts, and joint accounts, requiring a minimum account size of $100,000, though smaller accounts may be accepted at the firm's discretion. In addition to standard annual management fees calculated as a percentage of the portfolio's net value, IUR Capital charges a performance fee for qualified clients. Client funds and securities are held and executed through Interactive Brokers, with trades introduced through an affiliated broker-dealer. The firm does not provide standalone financial planning services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are calculated and accrued daily based on net liquidation value. Qualified clients also pay a 20% performance fee on capital gains.