Pegasus Tech Ventures, Inc.

RIASEC RegisteredEst. 2024
Total AUM
$2.6B
Discretionary
$2.6B
100% of AUM
Avg account
$60M
Accounts
43
Employees
46
Advisory reps
2

Firm details

Headquarters
San Jose, California
CRD number
164588
Registered since
May 3, 2024
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

FINTRX

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

2 of 2
  • Eri Ueda

    Chief Compliance OfficerCRD 7894357

  • Anis Uzzaman

    Anis Uzzaman

    General Partner and CEOCRD 7358916

Wealth teams

FINTRX

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

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth