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Pegasus Partners
Pegasus Partners was established in 2015 as a registered investment advisor headquartered in Mequon, Wisconsin. The firm operates under the regulatory...
Pegasus Partners
Pegasus Partners was established in 2015 as a registered investment advisor headquartered in Mequon, Wisconsin. The firm operates under the regulatory oversight of the SEC, providing both discretionary and non-discretionary asset management services. Its foundational offering spans portfolio management and financial planning for individuals, corporations, and other entity clients. The firm's disclosed strategy centers on buyout investments, positioning it within private equity. Public regulatory filings indicate Pegasus manages separate accounts and may structure investments through private funds. The operational footprint remains concentrated in the United States, with no public record of international offices. As of the latest available records, Pegasus Partners has not publicly disclosed its total regulatory assets under management or headcount. The firm maintains a deliberately lean public profile, with no known adjacent philanthropic foundations, club memberships, or parallel investment vehicles operating under the Pegasus brand. Pegasus Partners functions as an independent RIA without affiliation to a larger bank, trust company, or institutional platform — a structural posture that gives the firm full discretion over manager selection, fee structures, and client mandates without the product-push incentives common in wirehouse and bank-affiliated advisory models.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Mequon
Corporate office
Mequon, WI, United States
Frequently asked questions
What investment strategy does Pegasus Partners primarily pursue?
Pegasus Partners discloses a buyout-focused strategy in its regulatory filings. This suggests the firm targets controlling stakes in operating companies, though specific transaction sizes, sector preferences, and target company profiles have not been disclosed publicly.
Is Pegasus Partners affiliated with a larger financial institution?
No. Pegasus Partners operates as an independent registered investment advisor from its headquarters in Mequon, Wisconsin. There is no public record of affiliation with a bank holding company, trust entity, or institutional asset manager.
Does Pegasus Partners manage assets for institutional allocators or only individual clients?
The firm's SEC registration indicates it provides advisory services to individuals, corporations, and other entities. This broad client scope suggests Pegasus serves both individual high-net-worth clients and institutional or corporate accounts, though the composition of its client base has not been publicly specified.
How does Pegasus Partners structure its advisory fees?
As a registered investment advisor, Pegasus Partners is required to disclose its fee schedule in Form ADV Part 2A. The firm offers both discretionary and non-discretionary management, suggesting fee arrangements may include assets-under-management percentages for discretionary accounts and separate fee structures for planning or non-discretionary services. Specific fee rates are available to prospective clients through the firm's public filings.
Who leads Pegasus Partners and makes investment decisions?
Pegasus Partners has not publicly identified its key principals or investment committee members. The firm's regulatory filings, including Form ADV, typically list control persons and key officers, but these individuals have not been surfaced in public aggregations of the firm's leadership.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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