Pegasus Asset Management Inc

RIASEC Registered

Total AUM

$554M

Discretionary

$554M

100% of AUM

Avg account

$692K

Accounts

800

Employees

5

Advisory reps

5

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

FINTRX

Overview

Pegasus Asset Management Inc is an independent, privately owned registered investment adviser that has been registered with the SEC since 1963. The firm uses a percentage-of-assets fee model and primarily serves individual and family clients, providing portfolio management for both individuals/small businesses and for businesses or institutions. Its stated investment preference is equities, and it does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities52%
US Government Bonds20%
Public Funds/Mutual Funds12%
Cash & Cash Equivalents9%
Investment Grade Corp Bonds4%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 21

Active vs passive

$60.8M in ETFs

Passive

98%

$59.6M

Active

2%

$1.2M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US BROAD MARKET ETF (SCHB)	Schwab	Passive	Large Blend	$34.4M	1,172,159	56.49%

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Primary office

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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