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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Atlas insight
- Established Date
- 07-31-2001
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
COURTNEY JOY BARBA
Chief Compliance Officer, SENIOR VICE PRESIDENT, Vice President
- CRD
- --
- Ownership
- Less than 5%
RODD DEE BERRO
Co-President, DIRECTOR, Investment Advisor
- CRD
- #4341041
- Ownership
- Less than 5%
Delta focus
Meridian glacier
- CRD
- #98634
- Ownership
- 33.4%
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| 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
| 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% |