PEGASUS PARTNERS LTD.
Legal name: PEGASUS PARTNERS
CRD #175206 SEC #801-81049 MEQUON, WI 262-478-9009
SEC Registered
Total AUM
$3.1B
Discretionary
$2.5B
Employees
22
Clients
--
Accounts
3,329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $3.1B | $2.5B | $632M | 22 | 0 |
| Mar 2024 | $3.1B | $2.5B | $632M | 22 | 0 |
| Mar 2023 | $2.5B | $1.9B | $530.7M | 21 | 0 |
| Apr 2022 | $2.3B | $1.9B | $398.9M | 20 | 0 |
| Mar 2022 | $2.3B | $1.9B | $398.9M | 20 | 0 |
| Sep 2021 | $2B | $1.7B | $278.7M | 18 | 0 |
| Sep 2021 | $2B | $1.7B | $278.7M | 18 | 0 |
| Aug 2021 | $2B | $1.7B | $278.7M | 18 | 0 |
| Apr 2021 | $2B | $1.7B | $278.7M | 18 | 1 |
| Mar 2021 | $2B | $1.7B | $278.7M | 18 | 1 |
| Aug 2020 | $1.8B | $1.7B | $94.7M | 16 | 1 |
| Jul 2020 | $1.8B | $1.7B | $94.7M | 16 | 1 |
| Jun 2020 | $1.8B | $1.7B | $94.7M | 16 | 1 |
| Mar 2020 | $1.8B | $1.7B | $94.7M | 16 | 1 |
| Nov 2019 | $1.4B | $1.3B | $89.5M | 13 | 0 |
| Feb 2019 | $1.4B | $1.3B | $89.5M | 13 | 0 |
| Mar 2018 | $1.4B | $1.3B | $92.3M | 13 | 0 |
| Mar 2017 | $1.1B | $1.1B | $85.3M | 13 | 300 |
| Mar 2017 | $1.1B | $978.5M | $77.3M | 11 | 177 |
| Feb 2016 | $1.1B | $978.5M | $77.3M | 11 | 177 |
| Jun 2015 | $999M | $955M | $44M | 11 | 200 |
| Jun 2015 | $0 | $0 | $0 | 11 | 0 |
| Mar 2015 | $0 | $0 | $0 | 10 | 0 |
| Mar 2015 | $0 | $0 | $0 | 10 | 0 |
| Feb 2015 | $0 | $0 | $0 | 10 | 0 |
DateMar 2024
Total AUM$3.1B
Discretionary$2.5B
Non-Disc.$632M
Employees22
Clients0
DateMar 2024
Total AUM$3.1B
Discretionary$2.5B
Non-Disc.$632M
Employees22
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$1.9B
Non-Disc.$530.7M
Employees21
Clients0
DateApr 2022
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$398.9M
Employees20
Clients0
DateMar 2022
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$398.9M
Employees20
Clients0
DateSep 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$278.7M
Employees18
Clients0
DateSep 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$278.7M
Employees18
Clients0
DateAug 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$278.7M
Employees18
Clients0
DateApr 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$278.7M
Employees18
Clients1
DateMar 2021
Total AUM$2B
Discretionary$1.7B
Non-Disc.$278.7M
Employees18
Clients1
DateAug 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$94.7M
Employees16
Clients1
DateJul 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$94.7M
Employees16
Clients1
DateJun 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$94.7M
Employees16
Clients1
DateMar 2020
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$94.7M
Employees16
Clients1
DateNov 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$89.5M
Employees13
Clients0
DateFeb 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$89.5M
Employees13
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$92.3M
Employees13
Clients0
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$85.3M
Employees13
Clients300
DateMar 2017
Total AUM$1.1B
Discretionary$978.5M
Non-Disc.$77.3M
Employees11
Clients177
DateFeb 2016
Total AUM$1.1B
Discretionary$978.5M
Non-Disc.$77.3M
Employees11
Clients177
DateJun 2015
Total AUM$999M
Discretionary$955M
Non-Disc.$44M
Employees11
Clients200
DateJun 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0