Pegasus Management Services L.L.C.

RIASEC Registered

Total AUM

$38.8M

Discretionary

$37.3M

96% of AUM

Avg account

$203K

Accounts

191

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 314533
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals56.33%
HNWI43.3%
Charitable Organizations0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Pegasus Management Services L.L.C. is an independent, individual‑owned registered investment adviser that serves both individual and institutional clients. Its advisory menu includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting and investor education through seminars and workshops. The firm bills clients through a mix of percentage‑of‑assets, hourly and fixed fees. Pegasus does not identify as an active ESG investor and is not positioned as a multi‑state or capital‑allocating adviser. The firm lists an industry affiliation with an insurance company.