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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

TypeClientsAUM
Individuals4$1.1M
High net worth individuals17$90.2M

States served

NJ, FL

Official SEC filing: View on IAPD