Pegasus Capital Advisors, L.P.

RIASEC Registered
Total AUM
$315M
Discretionary
$315M
100% of AUM
Avg account
$21M
Accounts
15
Employees
14
Advisory reps
5

Firm details

Headquarters
Stamford, Connecticut
CRD number
157094
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pegasus Capital Advisors, L.P. is organized as a limited partnership and operates as a private equity-focused adviser. The firm is registered with the SEC and first registered in 2012. Its primary client base is institutional investors, and its advisory work centers on portfolio management for pooled investment vehicles. Pegasus describes itself as an active ESG investor and serves in sponsor and GP roles for pooled funds, acting as a managing member and other investment-adviser capacities. The firm’s fee arrangements include percentage-of-AUM charges, performance-based fees and other fee components. Ownership is listed as a mix of a domestic entity and an individual. Pegasus is not a multi-state adviser and is not described as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Craig Cogut

    Craig Cogut

    Founder & CEOCRD 5910917

  • Shoshana Thoma-Isgur

    Chief Compliance OfficerCRD 7971319

Contacts

3 of 3
  • David Cogut

    David Cogut

    Co-Managing PartnerCRD 5812972

  • Anuj Kamdar

    PartnerCRD 5840412

  • Simon Ly

    ControllerCRD 8351881

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, 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
Fairfield
Address
750 E Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth