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Pegasus Group, LLC

Pegasus Group, LLC. CRD 113499

Pegasus Group, LLC logo

CRD: 113499

Pegasus Group, LLC

Morristown, NJ, 07960
8453699422
$91.3M Total AUM
$91.3M Disc. AUM
20.9% 3Y CAGR
2 Employees
21 ADV. Clients
24 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
Atlas insight
Established Date
07-31-2001
Office Locations
1

Office Locations

44 Whippany Road Suite 101 Morristown NJ

About Pegasus Group, LLC

Pegasus Group is a multi-faceted real estate company founded in 1997 focused on the urban market, revitalizing brownfield sites into transit-oriented, mixed-use communities. It develops residential communities alongside retail, hospitality and parking assets, spanning boutique conversions through ground-up projects. In Harrison, NJ, Pegasus has delivered 1,900+ apartments, 30,000 sq ft of retail and a 138-room hotel.

Team overview

-- AVG AGE
$45.7M AVG AUM / ADVISOR
$4.3M AVG AUM / CLIENT
9.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age

Insights

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Asset Classes

Optima radial Prime value Signal

Client Personas

Momentum

Custodian

Radial

Investment Themes

Value value Oak unison Glacier insight Ember foundation

Investment Vehicles

Ridge pathway Momentum

Services

Pathway insight Matrix Eagle Zenith Vital

Technology

Delta pioneer

Owner & Executives

C

COURTNEY JOY BARBA

Chief Compliance Officer, SENIOR VICE PRESIDENT, Vice President

CRD
--
Ownership
Less than 5%
(545) 956-2286
radial.peak@vitalcapital.com
in linkedin.com/in/beacon-horizon
R

RODD DEE BERRO

Co-President, DIRECTOR, Investment Advisor

CRD
#4341041
Ownership
Less than 5%
(796) 573-6594
wave.ridge@wavecapital.com
in linkedin.com/in/atlas-wave
D

Delta focus

Meridian glacier

CRD
#98634
Ownership
33.4%
(847) 251-9370
matrix.peak@timbercapital.com
in linkedin.com/in/signal-eagle

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
04-12-2022
02-10-2023
03-22-2024
10-31-2025
06-12-2026
Category Assets AVG. Account size
Discretionary $91,338,126 $1,660,693
Non-Discretionary $0 --
Total $91,338,126 $1,660,693

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Separately Managed Accounts

Total SMA Asset: $91,338,126

$91.3M Total SMA
Equity - Exchange:
23.8%
Public Funds:
9.8%
U.S. Government/Agency:
19.1%
Cash:
5.7%
Municipal Bonds:
17.2%
Corporate - Investment Grade:
6.9%
Other:
17.5%
Asset class Assets Assets %
Equity - Exchange $906,197,624 23.8%
Public Funds $373,140,198 9.8%
U.S. Government/Agency $727,242,631 19.1%
Cash $217,030,523 5.7%
Municipal Bonds $654,899,123 17.2%
Corporate - Investment Grade $262,721,160 6.9%
Other $666,321,783 17.5%
Total $3,807,553,042 100.0%

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