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| Pegasus Asset Management Inc
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| CRD # | 104766 |
| SEC # | 801-3186 |
| CIK # | 0001729049 |
| AUM | 553.6 M (2026-06-12) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 845-369-9422 |
| Address | 44 Whippany Road Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 20.9 | ||
| Alphabet Inc | 17.0 | ||
| Nvidia Corp | 14.2 | ||
| Microsoft Corp | 13.5 | ||
| Parker Hannifin Corp | 13.4 | ||
| Goldman Sachs Group Inc | 11.8 | ||
| Eaton Corp Ltd | 11.4 | ||
| United Technologies Corp /DE/ | 10.0 | ||
| J P Morgan Chase & Co | 10.0 | ||
| Facebook Inc | 9.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 49.7 |
| (b) Individuals (high net worth individuals) | 126 | 412.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 91.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 800 | 553.6 |
| By Discretionary | ||
| Discretionary | 800 | 553.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 800 | 553.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 553.6 | |
| Total | 800 | 553.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729049] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Pegasus Asset Management Inc
✚
|
NJ | 553.6 M |
|
Pegasus Group LLC
✚
|
NJ | 91.3 M |
|
Sports & Entertainment Investment Advisers LLC
✚
|
NY |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bigelow Investment Advisors LLC
✚
|
ME | 555.2 M |
|
Digital Wealth Partners LLC
✚
|
TX | 555.1 M |
|
O'Rourke & Company Incorporated
✚
|
MA | 555.1 M |
|
Premier Wealth Advisors LLC
✚
|
NY | 555.1 M |
|
Kimery Wealth Management LLC
✚
|
TN | 555.0 M |
|
Sarasin Asset Management Limited
✚
|
555.0 M | |
|
Kercheville Advisors LLC
✚
|
TX | 554.7 M |
|
Prairie Advisory LLC
✚
|
KS | 554.3 M |
|
Total Management Group Inc
✚
|
NY | 553.9 M |
|
SC Asset Management Asesores EN Inversiones Independientes Sa
✚
|
553.4 M |