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| Happy Holidays!! thanks for using AUM13F!! |
| Pegasus Asset Management Inc
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| CRD # | 104766 |
| SEC # | 801-3186 |
| CIK # | 0001729049 |
| AUM | $473.2 M (2025-03-12) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 845-369-9422 |
| Address | 44 Whippany Road Morristown, NJ 07960 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 18.0 | ||
| Apple Inc | 17.0 | ||
| Facebook Inc | 12.8 | ||
| Nvidia Corp | 12.4 | ||
| Eaton Corp Ltd | 11.1 | ||
| Alphabet Inc | 10.7 | ||
| Parker Hannifin Corp | 10.4 | ||
| Mastercard Inc | 9.8 | ||
| Goldman Sachs Group Inc | 9.8 | ||
| J P Morgan Chase & Co | 9.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 158 | 53.9 |
| (b) Individuals (high net worth individuals) | 110 | 341.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 77.3 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 764 | 473.2 |
| By Discretionary | ||
| Discretionary | 764 | 473.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 764 | 473.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.2 | |
| Total | 764 | 473.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729049] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Pegasus Asset Management Inc
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|
NJ | 0.5 |
|
Pegasus Group LLC
✚
|
NJ | 0.1 |
|
Sports & Entertainment Investment Advisers LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legacy Wealth Asset Management LLC
✚
|
MN | 0.5 |
|
Jacobsen Capital Management LLC
✚
|
UT | 0.5 |
|
North Shore Private Asset Management LLC
✚
|
IL | 0.5 |
|
Dynamic Financial Group LLC
✚
|
IA | 0.5 |
|
TRED Avon Family Wealth LLC
✚
|
MD | 0.5 |
|
Wealth Watch Advisors Inc
✚
|
CO | 0.5 |
|
Triagen Wealth Management LLC
✚
|
CA | 0.5 |
|
Kooman & Associates
✚
|
PA | 0.5 |
|
Morse Asset Management Inc
✚
|
CT | 0.5 |
|
Trinity Capital Investors
✚
|
MS | 0.5 |