Proyash Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ProYash Capital Management serves individuals and families — including individual, retirement, and trust accounts — and may also work with nonprofit organizations and retirement plans. The firm provides discretionary portfolio management and a limited amount of hourly financial consulting, generally requiring a $100,000 account minimum though that requirement may be waived in some circumstances.
The firm employs a value-oriented, long-term investment approach that allocates across stocks, bonds, and cash to emphasize capital protection and diversification while seeking steady income and growth. ProYash typically holds leading companies and high‑quality bonds, avoids margin, short selling, and option trading, and will increase allocations to cash and fixed income when it assesses equities as overvalued.
Distinctive aspects noted in the brochure include the firm’s provision of educational seminars or workshops alongside routine client meetings and quarterly appraisals, and the principal’s active participation in external professional education meetings. The brochure also highlights that the principal holds both CFP and CFA credentials, that the firm added Charles Schwab as a custodian in 2021 while continuing to use Interactive Brokers, and that it currently reports managing a modest amount of discretionary client assets.
Client services
Expertise
Fee options
1% of assets under management, charged quarterly in arrears, calculated on market value of assets at the end of billing period
Hourly billing for limited financial consulting services; specific rates not stated
Account minimum: $100,000
Main office
Darien CT
Advisors at this office
1
Most active in
Connecticut
Disclosures
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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.
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