P
$38.8M Total AUM
$37.3M Disc. AUM
-- 3Y CAGR
3 Employees
202 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-17-2021
- Office Locations
- 2
Office Locations
-- King OF Prussia PA
-- West Chester PA
About Pegasus Management Services L.l.c.
Pegasus Management Services L.l.c. is a King OF Prussia-based RIA with 2 offices. The firm has been operating for 5 years. Managing $38.8M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
45 AVG AGE
$12.9M AVG AUM / ADVISOR
$192.1K AVG AUM / CLIENT
3.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
TY MCGILBERRY
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4791442
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
T
TIMOTHY DRAKE
Financial Advisor, General Partner
- CRD
- #3208619
Available
Available
Available
E
ELLA Therese GILLESPIE
--
- CRD
- #8101093
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,300,000 | -- |
| Non-Discretionary | $1,500,000 | -- |
| Total | $38,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing