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| Coury Firm Asset Management LLC
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|---|---|
| CRD # | 289145 |
| SEC # | 801-112543 |
| CIK # | 0001921396 |
| AUM | 1,324.8 M (2026-03-31) |
| Employees | 23 (52% Investors, 0% Brokers) |
| Phone | 412-261-5744 |
| Address | 260 Forbes Avenue Pittsburgh, PA 15222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 2.6 | ||
| Apple Inc | 2.4 | ||
| Facebook Inc | 1.1 | ||
| Alphabet Inc | 1.0 | ||
| McDonalds Corp | 0.9 | ||
| UnitedHealth Group Inc | 0.6 | ||
| Amazon Com Inc | 0.5 | ||
| Arch Capital Group Ltd | 0.4 | ||
| Visa Inc | 0.4 | ||
| J P Morgan Chase & Co | 0.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | PI Gateway SPC Ltd | [2019-03-30] | 182.4 M | 167.4 M |
| Filed 2026-01-30 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Coury Tactical Trend LP | 2018-01-30 | 11.0 M | |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 36.4 |
| (b) Individuals (high net worth individuals) | 117 | 690.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 167.4 |
| (g) Pension and profit sharing plans | 17 | 174.4 |
| (h) Charitable organizations | 7 | 20.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 20 | 236.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,031 | 1,324.8 |
| By Discretionary | ||
| Discretionary | 717 | 1,103.2 |
| Non-Discretionary | 314 | 221.6 |
| Total | 1,031 | 1,324.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 167.4 | |
| United States Persons | 1,157.4 | |
| Total | 1,031 | 1,324.8 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Coury Firm Asset Management LLC | Promoter | 1 | 1 | |
| Coury Capital Management LLC | Executive Officer | 1 | 1 | |
| Robertino Coury | Executive Officer | 1 | 1 | |
| Jeff Coury | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001921396] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 (1 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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