Pegasus Group

Pegasus Group

Pegasus Group was established in 1987 and operates from Montebello, New York, as a registered investment adviser. The firm provides integrated wealth management services — investment advisory, estate planning, tax planning, and retirement planning — to high-net-worth individuals, trusts, estates, and business entities. Its founding coincided with a period of significant growth in the independent RIA space, as families sought consolidated fiduciary advice outside traditional brokerage models. The firm's website confirms its core client base remains individuals and family structures. The firm's investment approach is delivered through a diversified advisory model rather than a single strategy or fund. Asset classes under advisement typically include publicly traded equities, fixed income, and alternative investments, though specific portfolio company names or fund commitments are not publicly disclosed. Pegasus Group does not market itself as a direct investor, venture firm, or institutional allocator — its posture is that of a private-client wealth manager serving a geographically concentrated client base in the New York metropolitan area. The firm's ADV filings, as required by the SEC, outline its advisory services and fee structures, but no performance track record or deployment figures are published. Pegasus Group maintains a lean operational profile with no known additional offices or adjacent vehicles such as philanthropic foundations or co-investment clubs. The firm's scale — in terms of assets under advisement, number of professionals, or client count — is not publicly disclosed. No dated operational events from the last 24 months, such as promotions, fund closes, or strategic expansions, have been reported in the financial press or on the firm's own website. The firm's registered investment adviser status places it under SEC or state regulatory oversight, with a fiduciary duty to its advisory clients. Structurally, Pegasus Group differentiates through its integrated service model — blending investment management with estate and tax planning under one advisory roof reduces coordination friction for families managing complex balance sheets. This architecture suits clients who value a single point of contact for both asset allocation and wealth-transfer strategy. The firm's longevity, spanning nearly four decades, suggests a stable, relationship-driven practice, but the absence of publicly named principals or disclosed AUM makes it difficult to evaluate against peers.