Pegasus Asset Management, Inc.
Pegasus Asset Management, Inc. is an SEC-registered investment adviser headquartered in Montebello, New York. Founded in 1963, the firm manages approximately $473 million in assets and employs 5 professionals, most of whom are investment advisers. Pegasus primarily serves high net worth individuals, with additional client accounts for other individual investors and other investment advisers. The firm is focused on providing discretionary portfolio management and investment advisory services, operating in compliance with both federal and state requirements.
Investment Strategy
Pegasus Asset Management employs a discretionary investment management approach, constructing diversified portfolios tailored to client goals and risk tolerance. The firm primarily invests in large-cap equities, including technology, financial, and industrial sectors, and regularly discloses holdings such as Microsoft, Apple, Nvidia, and JPMorgan Chase. Pegasus manages accounts for high-net-worth individuals and collaborates with other investment advisers, emphasizing a long-term, growth-oriented philosophy featuring liquid, exchange-traded securities.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHB | SCHWAB STRATEGIC TR | 9.61% | $28.0M | 1,176,627 | $12.01 | $23.83 | +$2.4M |
M MSFT | MICROSOFT CORP | 6.16% | $18.0M | 36,151 | $107.57 | $497.41 | +$4.5M |
A AAPL | APPLE INC | 5.83% | $17.0M | 82,861 | $43.56 | $205.17 | -$1.4M |
M META | META PLATFORMS INC | 4.37% | $12.8M | 17,286 | $286.53 | $738.09 | +$2.9M |
N NVDA | NVIDIA CORPORATION | 4.26% | $12.4M | 78,593 | $29.40 | $157.99 | +$4.1M |