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PEGASUS ASSET MANAGEMENT INC

MORRISTOWN, NJ · CRD 104766 · IAPD ↗ · pegasusassetmgt.com · 845-369-9422

$553.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
July 2026 — PEGASUS ASSET MANAGEMENT INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — PEGASUS ASSET MANAGEMENT INC crossed $500M in regulatory AUM ($473.2M -> $553.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
April 2025 — PEGASUS ASSET MANAGEMENT INC notice-filed in CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — PEGASUS ASSET MANAGEMENT INC moved its main office from MONTEBELLO, NY to MORRISTOWN, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.