PEGASUS CAPITAL ADVISORS, L.P.

RIASEC RegisteredEst. 2012
Total AUM
$343M
Discretionary
$343M
100% of AUM
Avg account
$22.9M
Accounts
15
Employees
14
Advisory reps
5

Firm details

Headquarters
STAMFORD, Connecticut
CRD number
157094
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Pegasus Capital Advisors, L.P. is organized as a limited partnership focused on managing private equity vehicles for institutional investors. The firm’s advisory activity centers on portfolio management for pooled investment vehicles and it also serves in sponsor and general partner roles for the funds it manages. Pegasus identifies as an active ESG investor, which informs how it sources, diligences and oversees private equity commitments. Its client base is institutional, and it charges a mix of percentage-of-AUM and performance-based fees, along with other fee components common to private fund managers. The firm’s structure and filings indicate a narrow, fund-focused business rather than broad retail advisory services: it operates as a private equity fund manager and allocator to pooled vehicles rather than a multi-state registered RIA with a mass-market advisory platform.

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

3 of 3
  • CRAIG COGUT

    Founder & CEOCRD 5910917

  • ULRIKE SCHAMBECK

    Chief Accounting OfficerCRD 7926100

  • Shoshana Thoma-Isgur

    Chief Compliance OfficerCRD 7971319

Contacts

2 of 2
  • DAVID COGUT

    Co-Managing PartnerCRD 5812972

  • ANUJ KAMDAR

    PartnerCRD 5840412

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

STAMFORD, CT

FAIRFIELD

Location

STAMFORD, CT

Headquartered in STAMFORD, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
FAIRFIELD
Address
750 E Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth