Pegasus Tech Ventures, Inc.
Firm details
- Headquarters
- San Jose, California
- CRD number
- 164588
- Registered since
- May 3, 2024
- Website
- www.pegasustechventures.com
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Pegasus Tech Ventures, Inc. operates as a corporation focused on venture capital activities and serves an institutional client base. It is registered with the SEC (registration year 2024) and is organized with ownership characterized as both a foreign entity and individual ownership. The firm acts as sponsor, general partner and managing member of pooled investment vehicles and provides portfolio management for those pooled vehicles rather than acting as a broad capital allocator. Fee arrangements include asset-based charges, fixed fees and performance-based compensation. Pegasus does not identify as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
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
Owners & executives
2 of 2Eri Ueda
Chief Compliance OfficerCRD 7894357
Anis Uzzaman
General Partner and CEOCRD 7358916
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Jose, CA
Santa Clara
Location
San Jose, CA
Headquartered in San Jose, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 2680 N 1st St
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Silicon Valley Retirement Services, LLC
RIASan Jose, CA
Werba Rubin Papier Wealth Management, LLC
RIASan Jose, CA
Kera Capital Partners
RIASan Jose, CA
Silicon Valley Capital Partners, L.P.
RIASan Jose, CA
Concentrum Wealth Management
RIASan Jose, CA
Clarity Wealth Advisors
RIASan Jose, CA