|
⚲
|
| Pegasus Group LLC
✚
| |
|---|---|
| CRD # | 113499 |
| SEC # | 801-60436 |
| CIK # | |
| AUM | $57.4 MM (2024-03-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 845-369-9422 |
| Address | 400 Rella Blvd Montebello, NY 10901 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.9 |
| (b) Individuals (high net worth individuals) | 12 | 54.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 20 | 57.4 |
| By Discretionary | ||
| Discretionary | 20 | 57.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 20 | 57.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 57.4 | |
| Total | 20 | 57.4 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Pegasus Asset Management Inc
✚
|
NY | 0.4 |
|
Pegasus Group LLC
✚
|
NY | 0.1 |
|
Sports & Entertainment Investment Advisers LLC
✚
|
NY | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
CIRO Capital LLC
✚
|
NJ | 0.1 |
|
L&L Partners Wealth Management LLC
✚
|
NY | 0.1 |
|
Stewardship Partners Investment Counsel Inc
✚
|
KY | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |
|
Rpata LLC
✚
|
TN | 0.1 |
|
BPBI LLC
✚
|
NY | 0.1 |
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Blue Heron Infrastructure Inc
✚
|
MA | 0.1 |
|
Constellation Asset Management Inc
✚
|
NY | 0.1 |
|
Weigel Fiduciary Asset Management
✚
|
NY | 0.1 |