AYURASSET LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
AUSTIN, Texas
CRD number
339114
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Ayurasset LLC is a single-owner limited liability company focused on portfolio management for individual investors and small businesses. The firm’s stated business activity is discretionary portfolio management, and it charges clients on a percentage-of-assets-under-management fee basis. Ayurasset is not registered as a multi-state adviser, does not position itself as an ESG investor, and does not list pension consulting or related-adviser relationships. Regulatory and classification details are limited: the firm is categorized as unclassified and is not identified as a capital allocator. The combination of a narrow advisory activity (individuals and small businesses) and an owner-operated structure suggests a boutique setup that, at least on paper, targets direct client portfolios rather than broader institutional mandates.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sreekanth Nagarajan

    Founder & CEOCRD 8180948

Contacts

1 of 1
  • Krisanne Heinze

    Finance OfficerCRD 8176499

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

AUSTIN, TX

TRAVIS

Location

AUSTIN, TX

Headquartered in AUSTIN, TX, in the South of the United States.

Region
South
County
TRAVIS
Address
12708 Riata Vista Cir
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth