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PEGASUS MANAGEMENT SERVICES L.L.C.

Advisory

PA

Data as of Jul 23, 2026 · Source: SEC Form ADV

Rank in PA

#1,096

of 1,528 advisers by AUM

Average account

$203K

across 191 accounts

AUM per adviser

$13M

3 advisers

Source: SEC Form ADV. Figures as filed Jul 23, 2026.

Total AUM

$39M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$39M

Discretionary AUM$37M

Non-Discretionary AUM$2M

Discretionary %96.1%

Total Clients202

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InDE, NJ, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

202 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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