Pegasus Investment Management LLC
RIASEC Registered
Total AUM
$30M
Discretionary
$1.5M
5% of AUM
Avg account
$2.7M
Accounts
11
Employees
1
Advisory reps
1
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 a small, privately owned advisory LLC focused on portfolio management for individuals and small businesses. The firm operates on a percentage-of-AUM fee model and reports an owner-type of individual ownership. It is not identified as a multi-state adviser or pension consultant, does not flag itself as an ESG investor, and is not listed as a capital allocator or a related adviser. Public filings do not provide a clear SEC registration year.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1Douglas Saksa
PresidentCRD 1778685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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