Pegasus Asset Management Inc
Firm details
- Headquarters
- Morristown, New Jersey
- CRD number
- 104766
- Registered since
- May 25, 1963
- Website
- www.pegasusassetmgt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI74.5%
- Other Investment Advisers16.5%
- Individuals8.97%
- Pension & Profit Sharing Plans0.03%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Pegasus Asset Management Inc. is an independent, privately owned registered investment adviser that has been SEC-registered since 1963. The firm advises individuals, families and small businesses and also provides portfolio management services for business and institutional clients. Its fee model is a percentage of assets under management. Pegasus is not structured as a capital allocator; its activities focus on discretionary portfolio management rather than running or seeding private funds. The firm does not identify as an active ESG investor and is not listed as a pension consultant or related adviser in filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- US Government Bonds20%
- Public Funds/Mutual Funds12%
- Cash & Cash Equivalents9%
- Investment Grade Corp Bonds4%
Contacts
3 of 4Rodd Berro
Co-PresidentCRD 4341041
Jaysen Bohrod
Financial AnalystCRD 6658924
Courtney Barba
Senior Vice President, CCOCRD 5313824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$60M in ETFs
98%
$58.9M
2%
$1.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $33.6M | 1,161,813 | 56.04% |
Location
Morristown, NJ
Morris
Location
Morristown, NJ
Headquartered in Morristown, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Morris
- Address
- 44 Whippany Rd
- Time zone
- ET (UTC-5)
- Office locations
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