RIA Intel›Advisers›Connecticut›PEGASUS CAPITAL ADVISORS, L.P.

PEGASUS CAPITAL ADVISORS, L.P.

Fund Manager

N·STAMFORD, CT

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM

$343M

1-Year AUM Growth

-27.6%

3-Year CAGR

-21.6%

Employees

7

Assets Under Management

Total AUM$343M

Discretionary AUM$343M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients22

Team

Total Employees7

Investment Advisers14

Employee Growth (1Y)-20.0%

Private Funds

Number of Private Funds9

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record38

First FilingFeb 14, 2012

Latest FilingJul 10, 2026

🔒 Full AUM trend chart and 38 historical filings spanning 14+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PEGASUS CAPITAL ADVISORS, L.P.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.