AyurAsset LLC

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.