Proyash Capital Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,500,000
Clients
50
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
50
HighAverage account size
$50,000
About
ProYash Capital Management provides discretionary portfolio management primarily for individuals, families, and retirement and trust accounts, and it also offers limited financial consulting billed on an hourly basis. The firm’s brochure reports approximately $2.0 million in discretionary client assets and notes it may also work with nonprofit organizations and retirement plans.
The firm follows a diversified, long‑term investment approach that emphasizes protection of principal and gradual value creation, generally holding ETFs with a small allocation to individual stocks and shifting toward cash or fixed income when equities appear overvalued. Investment plans are individualized to clients’ tax status, income needs, and risk tolerance, and the firm does not engage in margin, short selling, or option trading.
Compared with many peers, the brochure highlights an educational focus: the principal regularly participates in professional meetings described as educational in nature, and the firm’s consulting and client‑communication practices reflect that emphasis. The firm’s client mix is oriented toward ordinary individual investors rather than specialized high‑net‑worth households, which is a less common profile among supported firms.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Wealth management
Fee options
1% of assets under management, charged quarterly in arrears
Hourly basis for limited financial consulting services; specific hourly rate not stated
Main office location
Proyash Capital Management
Darien CT, United States
Number of offices
1
Most active in
Proyash Capital Management has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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
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