Pegasus Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Morristown, NJ. Its latest Form ADV filing, dated March 22, 2026, reports $91M in regulatory assets under management, 2 employees, and 55 accounts.
Assets Under Management
$91M
Employees
2
Offices
--
Total Clients
21
Primary office
MORRISTOWN, NJ
44 WHIPPANY ROAD, SUITE 101, MORRISTOWN, NJ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.0% of total clients.
Top client categories% of clientsClients
1
HNWI
81.0%
17
2
Individuals
19.0%
4
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$91Mas of March 22, 2026
Discretionary100.0%
$91M
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$91M
Total Accounts55
10Y AUM Change+$55M (+150.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee11:1
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.