Pegasus Group, LLC

Overview

Pegasus Group, LLC is an SEC-registered investment adviser formed as a limited liability company and operating since 2001. The firm serves individual and family clients and positions itself as a capital allocator that also selects and oversees outside managers. Its core advisory services include portfolio management for individuals, small businesses and institutional/business clients, and the firm charges clients a percentage-of-assets-under-management fee. Pegasus Group is not identified as an active ESG investor and is reported as a related adviser in its filings.

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