# Pegasus Management Services L.L.C.

> Pegasus Management Services L.L.C. is a state-registered investment advisory firm, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 314533
- Filed as: PEGASUS MANAGEMENT SERVICES L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314533
- AdvisorCensus page: https://advisorcensus.com/firm/pegasus-management-services-l-l-c-314533

## Quick answers

**How is Pegasus Management Services L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Pegasus Management Services L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Pegasus Management Services L.L.C. registered with the SEC or a state?**
Pegasus Management Services L.L.C. is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314533.

**How much does Pegasus Management Services L.L.C. manage?**
Pegasus Management Services L.L.C. reports $38,800,000 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (96% discretionary).

**What types of clients does Pegasus Management Services L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (191); high net worth individuals (10); charitable organizations (1).

**Does Pegasus Management Services L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314533

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $38,800,000
- Discretionary: $37,300,000
- Non-discretionary: $1,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 191 | $21,855,000 |
| High net worth individuals | 10 | $16,800,000 |
| Charitable organizations | 1 | $145,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, NJ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pegasus Management Services L.L.C. (CRD 314533): Form ADV filing data as of October 2026.