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PEGASUS CAPITAL ADVISORS, L.P.

STAMFORD, CT · CRD 157094 · IAPD ↗ · 203-869-4400

$315.5MRegulatory AUM
7Advisory reps
14Employees
0Clients
n/aPlanning clients
15Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
October 2026 — PEGASUS CAPITAL ADVISORS, L.P. now reports custody of client assets ($283.5M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
38
April 2024 — PEGASUS CAPITAL ADVISORS, L.P. shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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