Overview
Assets Under Management: $91 million
Headquarters: MORRISTOWN, NJ
High-Net-Worth Clients: 17
Average Client Assets: $5.3 million
Frequently Asked Questions
PEGASUS GROUP, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113499), PEGASUS GROUP, LLC is subject to fiduciary duty under federal law.
PEGASUS GROUP, LLC is headquartered in MORRISTOWN, NJ.
PEGASUS GROUP, LLC serves 17 high-net-worth clients according to their SEC filing dated March 22, 2026. View client details ↓
According to their SEC Form ADV, PEGASUS GROUP, LLC offers portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
PEGASUS GROUP, LLC manages $91 million in client assets according to their SEC filing dated March 22, 2026.
According to their SEC Form ADV, PEGASUS GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.75%
Average Client Assets: $5.3 million
Total Client Accounts: 55
Discretionary Accounts: 55
Regulatory Filings
CRD Number: 113499
Filing ID: 2079020
Last Filing Date: 2026-03-22 14:46:29