PEGASUS GROUP, LLC
CRD #113499 SEC #801-60436 MORRISTOWN, NJ 845-369-9422
SEC Registered
Total AUM
$77.3M
Discretionary
$77.3M
Employees
2
Clients
--
Accounts
56
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $77.3M | $77.3M | $0 | 2 | 0 |
| Mar 2025 | $77.3M | $77.3M | $0 | 2 | 0 |
| Mar 2025 | $77.3M | $77.3M | $0 | 2 | 0 |
| Mar 2024 | $57.4M | $57.4M | $0 | 2 | 0 |
| Mar 2024 | $57.4M | $57.4M | $0 | 2 | 0 |
| Feb 2023 | $48.5M | $48.5M | $0 | 2 | 0 |
| Feb 2023 | $48.5M | $48.5M | $0 | 2 | 0 |
| Apr 2022 | $66.4M | $66.4M | $0 | 2 | 0 |
| Mar 2022 | $66.4M | $66.4M | $0 | 2 | 0 |
| Mar 2021 | $54.6M | $54.6M | $0 | 3 | 0 |
| Mar 2021 | $54.6M | $54.6M | $0 | 3 | 0 |
| Jun 2020 | $45.3M | $45.3M | $0 | 3 | 0 |
| Mar 2020 | $45.3M | $45.3M | $0 | 3 | 0 |
| Mar 2019 | $34.9M | $34.9M | $0 | 3 | 0 |
| Mar 2018 | $38.9M | $38.9M | $0 | 3 | 0 |
| Mar 2017 | $36.4M | $36.4M | $0 | 2 | 11 |
| Dec 2016 | $34.3M | $34.3M | $0 | 2 | 11 |
| Feb 2016 | $34.3M | $34.3M | $0 | 2 | 11 |
| Mar 2015 | $32.8M | $32.8M | $0 | 2 | 11 |
| Mar 2014 | $30.3M | $30.3M | $0 | 2 | 11 |
| Feb 2014 | $30.3M | $30.3M | $0 | 2 | 11 |
| Feb 2013 | $28.1M | $28.1M | $0 | 2 | 11 |
| Feb 2012 | $13.6M | $13.6M | $0 | 1 | 11 |
| Mar 2007 | $4.9M | $4.9M | $0 | 5 | -- |
| Jan 2007 | $1.9M | $1.9M | $0 | 5 | -- |
| Mar 2006 | $1.9M | $1.9M | $0 | 5 | -- |
| Jan 2006 | $1M | $1M | $0 | 5 | -- |
| Jul 2004 | $1M | $1M | $0 | 5 | -- |
| Apr 2002 | $0 | $0 | $0 | 5 | -- |
| Apr 2002 | $0 | $0 | $0 | 5 | -- |
| Jul 2001 | $0 | $0 | $0 | 5 | -- |
DateOct 2025
Total AUM$77.3M
Discretionary$77.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$77.3M
Discretionary$77.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$77.3M
Discretionary$77.3M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$57.4M
Discretionary$57.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$57.4M
Discretionary$57.4M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$48.5M
Discretionary$48.5M
Non-Disc.$0
Employees2
Clients0
DateApr 2022
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$66.4M
Discretionary$66.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$54.6M
Discretionary$54.6M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$45.3M
Discretionary$45.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$34.9M
Discretionary$34.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$38.9M
Discretionary$38.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2017
Total AUM$36.4M
Discretionary$36.4M
Non-Disc.$0
Employees2
Clients11
DateDec 2016
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees2
Clients11
DateFeb 2016
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees2
Clients11
DateMar 2015
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees2
Clients11
DateMar 2014
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees2
Clients11
DateFeb 2014
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees2
Clients11
DateFeb 2013
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees2
Clients11
DateFeb 2012
Total AUM$13.6M
Discretionary$13.6M
Non-Disc.$0
Employees1
Clients11
DateMar 2007
Total AUM$4.9M
Discretionary$4.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$1.9M
Discretionary$1.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$1M
Discretionary$1M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2001
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--