PEGASUS GROUP, LLC

Overview

Pegasus Group, LLC is an SEC-registered investment adviser (registered since 2001) that serves individuals and families on a discretionary basis. The firm operates as a capital allocator and provides portfolio management for both individual/small business clients and businesses or institutions, and it also conducts selection-of-other-advisers activity. Fee billing is percentage-of-AUM, and the firm is organized as a limited liability company with domestic individual ownership. Investment activity is equity-focused: the firm reports a clear preference for exchange-traded equities as the primary building block of client portfolios. Pegasus Group runs discretionary SMA-type sleeves held at a single primary custodian and appears to blend direct equity positions and pooled products to implement client mandates. The firm does not identify itself as an active ESG investor.

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Public Holdings

Investments & Alternatives

Location & Offices