# Pegasus Partners

Pegasus Partners is a Bank / Wealth / Trust based in Mequon, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mequon, United States
- **Region:** North America
- **Address:** Mequon, WI, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** pegpartnersltd.com

## Regulatory record

- **Reports private funds:** No

## About

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.

## Questions

### 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.

## Related profiles

- [Pegasus Group](https://altss.com/profile/pegasus-group)
- [Pelican Consulting](https://altss.com/profile/pelican-consulting)

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Last updated: 2026-07-06T00:37:04.455Z

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