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AdvisorCensus / Financial advisors / California / San Jose / Pegasus Tech Ventures, Inc.

Pegasus Tech Ventures, Inc.

San Jose, CASEC-registered investment adviserCRD 164588

Filed as PEGASUS TECH VENTURES, INC.

Pegasus Tech Ventures, Inc. is an SEC-registered investment advisory firm in San Jose, CA, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

2 years
registered since 2024
$2,581,136,068
assets under management
3 arrangements
Percentage of assets, Fixed fees and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Pegasus Tech Ventures, Inc. compensated?

On its Form ADV (Item 5.E, October 2026), Pegasus Tech Ventures, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.

What does Pegasus Tech Ventures, Inc.'s brochure say about its fees?

Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 1% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Pegasus Tech Ventures, Inc. located?

Pegasus Tech Ventures, Inc.'s principal office is in San Jose, CA, according to its Form ADV.

Is Pegasus Tech Ventures, Inc. registered with the SEC or a state?

Pegasus Tech Ventures, Inc. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 164588.

How much does Pegasus Tech Ventures, Inc. manage?

Pegasus Tech Ventures, Inc. reports $2,581,136,068 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

How have Pegasus Tech Ventures, Inc.'s assets and staff changed since 2021?

In the Form ADV data for Pegasus Tech Ventures, Inc.: Regulatory assets under management: $2,152,219,669 in the October 2024 data and $2,581,136,068 in the October 2026 data, up 20%. Total employees: 40 in October 2024 and 46 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Pegasus Tech Ventures, Inc. serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (43).

Does Pegasus Tech Ventures, Inc. report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/164588

What changed in Pegasus Tech Ventures, Inc.'s recent Form ADV filings?

In the April 2026 filing data: Employees performing advisory functions went from 29 to 35. Regulatory assets under management went from $2,270,523,404 to $2,581,136,068 (+14%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

Asset-based fee: 1% to 2% a year (a range, as the brochure states it)

The brochure's wording
The Management Fee will be calculated separately for each limited partner, generally at a rate between 1-2% per annum of that limited partner’s capital account.

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

Regulatory assets under management

Item 5.F
$2,581,136,068

$2,581,136,068 as of October 2026, filing dated March 31, 2026.

Discretionary: $2,581,136,068.Non-discretionary: $0.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 43 Assets $2,581,136,068 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2024 (2 years)
Employees
Total: 46. Performing investment advisory functions: 35.
Wrap fee program participation
No.
States registered or notice-filed
Not reported.

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
Not reported 2021 Not reported 2022 Not reported 2023 $2.15B 2024 $2.27B 2025 $2.58B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$2,581,136,06846March 31, 2026
October 2025$2,270,523,40443March 28, 2025
October 2024$2,152,219,66940May 3, 2024
October 2023Not reportedNot reportedMarch 31, 2023
October 2022Not reportedNot reportedAugust 24, 2022
October 2021Not reportedNot reportedMarch 31, 2021

Regulatory assets under management: $2,152,219,669 in the October 2024 data and $2,581,136,068 in the October 2026 data, up 20%.

Total employees: 40 in October 2024 and 46 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. April 2026
    • Employees performing advisory functions went from 29 to 35.
    • Regulatory assets under management went from $2,270,523,404 to $2,581,136,068 (+14%).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
angel.co/pegasus-tech-venturespegasustechventures.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Pegasus Tech Ventures, Inc. (CRD 164588): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/pegasus-tech-ventures-inc-san-jose-ca-164588