Pegasus Investment Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 114079
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pegasus Investment Management LLC is an independent, Washington-registered limited liability advisory firm that serves individual and family clients. The firm is owned by an individual and organizes its client work around fee-based portfolio management, charging on a percentage-of-assets basis. Its stated advisory activity is portfolio management for individuals and small businesses. Pegasus is not positioned as a capital allocator or pension consultant, does not identify as an ESG-focused investor, and operates primarily within its home state registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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