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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Conner, Eric, Edward | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT, SECRETARY, TREASURER | NA | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT, SECRETARY, TREASURER | NA | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT, SECRETARY, TREASURER | NA | Control |
| HAAS, MATTHEW, THOMAS | I | CCO, DIRECTOR OF BUSINESS OPERATIONS AND WEALTH ADVISOR | NA | |
| HAAS, MATTHEW, THOMAS | I | CCO, DIRECTOR OF BUSINESS OPERATIONS AND WEALTH ADVISOR | NA | |
| HAAS, MATTHEW, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| HAAS, MATTHEW, THOMAS | I | CCO, DIRECTOR OF BUSINESS OPERATIONS AND WEALTH ADVISOR | NA | |
| HAAS, MATTHEW, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| HAAS, MATTHEW, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| HAAS, MATTHEW, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| HAAS, MATTHEW, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| HAAS, MATTHEW, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| HAAS, MATTHEW, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| HAAS, MATTHEW, THOMAS | I | CHIEF OPERATING OFFICER | NA | Control |
| KENNEDY, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENNEDY, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENNEDY, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | E | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | E | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | E | Control |
| KRIEG, TODD, MATTHEW | I | CEO/PRESIDENT | D | Control |
| KRIEG, TODD, MATTHEW | I | CEO/PRESIDENT | D | Control |
| KRIEG, TODD, MATTHEW | I | CEO/PRESIDENT | D | Control |
| KRIEG, TODD, MATTHEW | I | CEO/PRESIDENT | D | Control |
| KRIEG, TODD, MATTHEW | I | CEO/PRESIDENT | D | Control |
| KRIEG, TODD, MATTHEW | I | CEO/PRESIDENT | D | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KRIEG, TODD, MATTHEW | I | CEO/PRESIDENT | D | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | D | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| KRIEG, TODD, MATTHEW | I | CHIEF EXECUTIVE OFFICER | C | Control |
| D'ATTILIO, MATTHEW | I | VICE PRESIDENT | B | |
| D'ATTILIO, MATTHEW | I | VICE PRESIDENT | B | |
| D'ATTILIO, MATTHEW | I | VICE PRESIDENT | B | |
| D'ATTILIO, MATTHEW | I | VICE PRESIDENT | B | |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | VICE PRESIDENT | B | |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW | I | PRESIDENT | B | Control |
| D'ATTILIO, MATTHEW, ARTHUR | I | PRESIDENT | B | Control |
| DATTILIO, MATTHEW | I | VICE PRESIDENT | B | |
| DATTILIO, MATTHEW | I | VICE PRESIDENT | B | |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| TODD M. KRIEG 2020 TRUST | DE | OWNER | B | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER, CHIEF COMPLIANCE OFFICER | B | |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | B | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | A | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | A | Control |
| WERNECKE, WILLIAM, A | I | SECRETARY-TREASURER | A | Control |
| WERNECKE, WILLIAM, ARTHUR | I | SECRETARY-TREASURER | A | Control |
| WERNECKE, WILLIAM, ARTHUR | I | SECRETARY-TREASURER | A | Control |
| WERNECKE, WILLIAM, ARTHUR | I | SECRETARY-TREASURER | A | Control |
| WERNECKE, WILLIAM, ARTHUR | I | SECRETARY-TREASURER | A | Control |
| WERNECKE, WILLIAM, ARTHUR | I | SECRETARY-TREASURER | A | Control |
| WERNECKE, WILLIAM, ARTHUR | I | SECRETARY-TREASURER | A | Control |
| WERNECKE, WILLIAM, ARTHUR | I | SECRETARY-TREASURER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| D'ATTILIO, MATTHEW | I | TODD M. KRIEG 2020 TRUST | F | Control |
| D'ATTILIO, MATTHEW | I | TODD M. KRIEG 2020 TRUST | F | Control |
| D'ATTILIO, MATTHEW | I | TODD M. KRIEG 2020 TRUST | F | Control |
| D'ATTILIO, MATTHEW | I | TODD M. KRIEG 2020 TRUST | F | Control |
| D'ATTILIO, MATTHEW | I | TODD M. KRIEG 2020 TRUST | F | Control |
| D'ATTILIO, MATTHEW | I | TODD M. KRIEG 2020 TRUST | F | Control |
| D'ATTILIO, MATTHEW | I | TODD M. KRIEG 2020 TRUST | F | Control |
| D'ATTILIO, MATTHEW | I | TODD M. KRIEG 2020 TRUST | F | Control |
| D'ATTILIO, MATTHEW, ARTHUR | I | TODD M. KRIEG 2020 TRUST | F | Control |
Registrations
Federal
IA
Mar 29, 2024 REGISTERED
Notice Filings (14)
AZ CA CO FL IL MA MI MN NC NY OH TX VT WI
Address
1333 W. TOWNE SQUARE ROADMEQUON, WI 53092
United States
Phone: 262-478-9009