PEGASUS TECH VENTURES, INC.

RIASEC RegisteredEst. 2024
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$60M
Accounts
43
Employees
46
Advisory reps
2

Firm details

Headquarters
SAN JOSE, California
CRD number
164588
Registered since
May 3, 2024
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pegasus Tech Ventures, Inc. operates as a venture capital fund and serves primarily institutional clients through pooled investment vehicles. The firm is structured as a corporation and registered with the SEC in 2024. Its advisory activities focus on portfolio management for pooled vehicles and it functions as sponsor, general partner or managing member of those vehicles rather than acting as a traditional retail RIA. Fee arrangements span percentage-of-AUM, fixed fees and performance-based fees. Pegasus Tech Ventures, Inc. does not position itself as an active ESG investor and is not registered as a multi-state adviser. Its owner profile is listed as a mix of foreign entity and individual ownership. Investment activity is concentrated in venture capital: the firm manages the bulk of its capital within venture funds and deploys through sponsored pooled vehicles and funds in which it serves as GP or managing member. The firm also allocates to alternative strategies, including commodities exposures, as part of its broader portfolio mix.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Eri Ueda

    Chief Compliance OfficerCRD 7894357

  • Anis UZZAMAN

    General Partner and CEOCRD 7358916

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

SAN JOSE, CA

SANTA CLARA

Location

SAN JOSE, CA

Headquartered in SAN JOSE, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SANTA CLARA
Address
2680 N 1st St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth