AyurAsset LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AyurAsset LLC is a fee‑only registered investment adviser that provides discretionary investment management to individuals and high‑net‑worth clients, focusing on portfolio management rather than broader financial planning or private fund advisory. Offering a single, defined strategy to clients rather than customized securities-level portfolios is a core part of its service model, a setup that is relatively uncommon among peers.
The firm’s primary strategy, “Global Hidden Compounders,” employs fundamental analysis to identify undervalued, capital‑efficient small‑ and micro‑capitalization companies—often founder‑owned and lightly traded—with a long buy‑and‑hold horizon (typically 10–15 years). Portfolios are concentrated (generally 4–6 positions), may include foreign listings or ADRs with unhedged currency exposure, and are managed on a discretionary basis with limited scope for client-imposed restrictions.
Distinctive operational features include a required custodian relationship (Interactive Brokers) and a 90‑day termination notice intended to allow orderly, incremental liquidation of illiquid holdings; fees are deducted from client accounts and the firm currently has no assets under management as a newly registered adviser. The firm’s reliance on a single principal to direct investment decisions and its focus on highly concentrated, low‑liquidity global small caps create key‑person and liquidity considerations that prospective clients should evaluate.
Client services
Expertise
Fee options
1% annually, negotiable, paid monthly in arrears based on average daily balance
Account minimum: $100,000 Fee-only: Fee-only compensation; no commissions or other sales-related compensation
Main office
See office12708 Riata Vista Cir Ste A 113
Austin TX 78727
Advisors at this office
1
Offices (2)
Most active in
Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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
Krisanne H
Series 65
Seattle, WA
AyurAsset LLC
Krisanne Heinze is a financial advisor at AyurAsset LLC with a Series 65 designation and no prior industry experience. Her background includes roles at Ayur Impact LLC and the Association for Spiritual Integrity, as well as long-term involvement with Ace Concrete Finishing, Inc. She has been self-employed for over two decades. AyurAsset LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with a focused discretionary investment management strategy. The firm specializes in a single, concentrated portfolio approach targeting undervalued, capital-efficient small- and micro-capitalization companies with long holding periods.
Sreekanth N
Series 65
Austin, TX
AyurAsset LLC
Sreekanth Nagarajan is a financial advisor at AyurAsset LLC in Austin, TX, holding a Series 65 credential and beginning his industry experience in 2025. He previously worked at Affinity Answers Corporation for 20 years. He is also involved with Ayur Impact LLC. AyurAsset LLC is a fee-only registered investment adviser serving individuals and high-net-worth clients with a discretionary investment management approach focused on a single, defined strategy called “Global Hidden Compounders,” which targets undervalued small- and micro-cap companies for long-term, concentrated portfolios.
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