← Tributary

PEGASUS PARTNERS

MEQUON, WI · CRD 175206 · IAPD ↗ · 262-478-9009

$3.09BRegulatory AUM
10Advisory reps
22Employees
0Clients
More than 500Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
February 2025 — PEGASUS PARTNERS (MEQUON, WI) left the SEC roster (was $3.09B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
April 2024 — PEGASUS PARTNERS reported RAUM up 26% ($2.45B -> $3.09B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
81
April 2024 — PEGASUS PARTNERS reports More than 500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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