PEGASUS ASSET MANAGEMENT INC

Overview

Pegasus Asset Management Inc is a privately owned investment advisory firm focused on portfolio management for individuals, families, small businesses and certain institutional clients. The firm charges fees as a percentage of assets under management and operates primarily as a discretionary manager. Its regulatory history goes back several decades, and it is not positioned as an ESG-focused manager or a multi-state, newly formed adviser. Investment activity shows a clear tilt toward publicly traded equities, with a preference for exchange-traded instruments as the core building blocks of client portfolios. The firm combines broad-market ETF exposure with individual equity positions, suggesting a mix of passive core allocation and selective stock selection for incremental return or client-specific mandates. Pegasus also reports relationships with third‑party alternative managers and uses mutual funds as part of its investment toolset, indicating it supplements public equity exposure with external managers and pooled vehicles when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices