CRD: 104766
Pegasus Asset Management INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-25-1963
- Office Locations
- 1
Office Locations
About Pegasus Asset Management INC
Pegasus Asset Management is a New York metro investment advisory firm with roots going back to 1987, co-led by Rodd D. Berro and John M. Sebastiano. The team pairs portfolio management with financial planning—reviewing assets/liabilities and integrating investment, retirement and estate plans, while coordinating with clients’ legal and tax advisors. The approach spans ETFs and fixed income with a disciplined, relationship-driven service model; custody includes Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RODD DEE BERRO
Co-President, DIRECTOR, Investment Advisor
- CRD
- #4341041
- Ownership
- 50% but less than 75%
JOHN MATTEO SEBASTIANO
Co-President, DIRECTOR, Vice President
- CRD
- #4341050
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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JAYSEN LOUIS BOHROD
Financial Consultant
- CRD
- #6658924
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $553,614,805 | $692,019 |
| Non-Discretionary | $0 | -- |
| Total | $553,614,805 | $692,019 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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