$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
2 Employees
50 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2017
- Office Locations
- 1
Office Locations
-- Darien CT
About Proyash Capital Management
Proyash Capital Management is a Darien, CT RIA serving retail clients, with a focus on entrepreneurs. The firm provides financial and investment planning, portfolio construction, and retirement, tax, estate and succession planning, with insurance planning support. Portfolios are implemented primarily with ETFs and custody includes Charles Schwab and Interactive Brokers. Led by owner/CEO Sunil Sharma.
Team overview
-- AVG AGE
$2.5M AVG AUM / ADVISOR
$50.0K AVG AUM / CLIENT
9.6 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
SUNIL SHARMA
Chief Executive Officer, Owner
- CRD
- #6178436
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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