CRD: 104766
Pegasus Asset Management INC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 12, 2025 and June 12, 2026, reported AUM increased 17.0%, from $473.2M to $553.6M.
Across 5 reported observations, AUM increased 44.1% between April 12, 2022 and June 12, 2026, from $384.1M to $553.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 284 clients, or 94.7 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 63 years in operation. The source data was last updated on June 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Pegasus Asset Management INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Pegasus Asset Management INC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pegasus Asset Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.