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PEGASUS GROUP, LLC
CRD 113499 · SEC 801-60436
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
$91.3M
Discretionary AUM
$91.3M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $1.1M |
| High net worth individuals | 17 | $90.2M |
States served
NJ, FL
Official SEC filing: View on IAPD