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Pegasus Investment Management LLC

Pegasus Investment Management LLC. CRD 114079

Pegasus Investment Management LLC logo

CRD: 114079

Pegasus Investment Management LLC

Bainbridge Island, WA
2063317953
$30.0M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
--
Established Date
10-02-2000
Office Locations
1

Office Locations

-- Bainbridge Island WA

About Pegasus Investment Management LLC

Pegasus is a boutique, fully integrated commercial real estate investment advisory firm providing investment sales, capital markets, asset management, and leasing services for high-quality U.S. properties. Founded as a family office in 1988 and headquartered in Los Angeles, it tailors real estate investment solutions for high net worth individuals, family offices, and institutional real estate investment firms, with a platform built to execute across market cycles.

Team overview

-- AVG AGE
$30.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
25.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age

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Asset Classes

Vital Summit Timber summit

Client Personas

Harbor pioneer

Custodian

Momentum crest Alpha vector Pioneer

Investment Themes

Summit

Investment Vehicles

Summit eagle

Services

Quantum focus Catalyst Foundation bridge

Owner & Executives

D

DOUGLAS SAKSA

Chief Compliance Officer

CRD
#1778685
Ownership
50% but less than 75%
(586) 702-9789
pioneer.glacier@harborcapital.com
in linkedin.com/in/momentum-quantum

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,500,000 --
Non-Discretionary $28,500,000 --
Total $30,000,000 --

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Separately Managed Accounts

Total SMA Asset: $30,000,000

$30.0M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $7,831,230,336 100.0%
Total $7,831,230,336 100.0%

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