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PEGASUS TECH VENTURES, INC.

SAN JOSE, CA · CRD 164588 · IAPD ↗ · 408-645-5532

$2.58BRegulatory AUM
35Advisory reps
46Employees
0Clients
n/aPlanning clients
43Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2026 — PEGASUS TECH VENTURES, INC. grew from 29 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
June 2024 — PEGASUS TECH VENTURES, INC. (SAN JOSE, CA) is newly SEC-registered with $2.15B RAUM and 28 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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