Pegasus Investment Management LLC

RIAState Registered
Total AUM
$30M
Discretionary
$1.5M
5% of AUM
Avg account
$2.7M
Accounts
11
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
114079
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Pegasus Investment Management LLC is an independent, Washington-registered limited liability advisory firm that serves individual and family clients. The firm is owned by an individual and organizes its client work around fee-based portfolio management, charging on a percentage-of-assets basis. Its stated advisory activity is portfolio management for individuals and small businesses. Pegasus is not positioned as a capital allocator or pension consultant, does not identify as an ESG-focused investor, and operates primarily within its home state registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth