# 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.

- CRD: 164588
- Filed as: PEGASUS TECH VENTURES, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Jose, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/164588
- AdvisorCensus page: https://advisorcensus.com/firm/pegasus-tech-ventures-inc-san-jose-ca-164588

## Quick answers

**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.

**How much does Pegasus Tech Ventures, Inc. charge?**
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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

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

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $2,581,136,068
- Discretionary: $2,581,136,068
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 43 | $2,581,136,068 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 46 total, 35 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- angel.co/pegasus-tech-ventures
- pegasustechventures.com
- Facebook @PegasusTechVentures
- Instagram @pegasustechventures
- LinkedIn @pegasus-tech-ventures
- X @PegasusTech_V
- YouTube @UCKaW33qpKrzN7_o8OH0vMLA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | March 31, 2021 |
| October 2022 | Not reported | Not reported | August 24, 2022 |
| October 2023 | Not reported | Not reported | March 31, 2023 |
| October 2024 | $2,152,219,669 | 40 | May 3, 2024 |
| October 2025 | $2,270,523,404 | 43 | March 28, 2025 |
| October 2026 | $2,581,136,068 | 46 | March 31, 2026 |

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.

## Changes in the filing (last 12 months)

### 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%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pegasus Tech Ventures, Inc. (CRD 164588): Form ADV filing data as of October 2026.