Pegasus Capital Advisors, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$343M
Discretionary
$343M
100% of AUM
Avg account
$22.9M
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 a limited partnership that operates as a private equity fund adviser focused on institutional clients. The firm is SEC-registered (since 2012) and provides portfolio management for pooled investment vehicles, acting in sponsor/GP and managing-member roles for the funds it runs. It identifies as an active ESG investor and charges a mix of asset-based and performance-related fees (plus other fee arrangements). Ownership is held by domestic entities and individuals.

Assets & Accounts

Public Holdings

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

3 of 3
  • Craig Cogut

    Craig Cogut

    Founder & CEOCRD 5910917

  • Ulrike Schambeck

    Ulrike Schambeck

    Chief Accounting OfficerCRD 7926100

  • Shoshana Thoma-Isgur

    Chief Compliance OfficerCRD 7971319

Contacts

2 of 2
  • David Cogut

    David Cogut

    Co-Managing PartnerCRD 5812972

  • Anuj Kamdar

    PartnerCRD 5840412

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