Pegasus Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Morristown, NJ. Its latest Form ADV filing, dated March 22, 2026, reports $554M in regulatory assets under management, 5 employees, and 800 accounts.
Assets Under Management
$554M
Employees
5
Offices
--
Total Clients
284
Primary office
MORRISTOWN, NJ
44 WHIPPANY ROAD, SUITE 101, MORRISTOWN, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.6% of total clients.
Top client categories% of clientsClients
1
Individuals
55.6%
158
2
HNWI
44.4%
126
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$554Mas of March 22, 2026
Discretionary100.0%
$554M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$554M
Total Accounts800
10Y AUM Change+$368M (+198.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee57:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.