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PEGASUS ASSET MANAGEMENT INC

CRD 104766 · SEC 801-3186

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44 WHIPPANY ROAD, SUITE 101, MORRISTOWN, NJ, 07960, United States

Phone

845-369-9422

Fax

845-369-9420

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$553.6M

Discretionary AUM

$553.6M

Team

5 total employees; 3 advisory reps

Clients

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-06-12

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals158$49.7M
High net worth individuals126$412.4M

States served

CA, MI, NJ, NY, NC, PA, SC, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD