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PEGASUS GROUP, LLC

MORRISTOWN, NJ · CRD 113499 · IAPD ↗ · 845-369-9422

$91.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — PEGASUS GROUP, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
July 2026 — PEGASUS GROUP, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — PEGASUS GROUP, LLC moved its main office from MONTEBELLO, NY to MORRISTOWN, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
61
April 2025 — PEGASUS GROUP, LLC reported RAUM up 35% ($57.4M -> $77.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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