Pegasus Partners is an investment advisor in Mequon with $2.29 bn assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
473081156
SEC advisor number
801-81049
FINRA CRD number
175206
AUM ?
$3.09 bn
(as of 29 Mar 24)
Accounts
3,329
(as of 29 Mar 24)
Employees
22
(10 investment advisory or research)
Address
Pegasus Partners
1333 W. TOWNE SQUARE ROAD
MEQUON
WI 53092
1333 W. TOWNE SQUARE ROAD
MEQUON
WI 53092
Phone
2626434868
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
10 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21