Pegasus Management Services L.L.C.

Overview

Pegasus Management Services L.L.C. is an independent registered investment adviser organized as an LLC that serves both individual and institutional clients. The firm’s advisory scope spans financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting and educational seminars. Its stated preference is equities, and its activity profile points to a manager that runs client portfolios with a strong equity core supplemented by other instruments where appropriate. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and operates under an owner-type classified as an individual. Pegasus is not listed as an active ESG investor and does not present itself as a multi-state adviser. Custody and trading activity are routed through Charles Schwab & Co., Inc., which houses the firm’s reported assets.

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Public Holdings

Investments & Alternatives

Location & Offices