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PEGASUS CAPITAL ADVISORS, L.P.

PEGASUS CAPITAL ADVISORS, L.P.

Description

Pegasus Capital Advisors, L.P.

Pegasus Capital Advisors, L.P. is a leading financial advisory firm that specializes in providing strategic financial solutions to its clients. With a team of highly experienced financial experts, Pegasus Capital Advisors, L.P. has been helping clients achieve their financial goals and objectives for over 20 years. As a trusted advisor, Pegasus Capital Advisors, L.P. offers a wide range of financial services and caters to various client types, including individuals, families, and businesses.

How does the advisor help clients – Key Takeaways:

  • Provides personalized financial solutions based on each client’s unique needs and goals.
  • Offers a wide range of financial services, including investment management, financial planning, and retirement planning.
  • Leverages their expertise and in-depth market knowledge to help clients make informed financial decisions.
  • Constantly monitors and adjusts client portfolios to ensure they are aligned with their long-term financial goals.
  • Provides objective and unbiased financial advice, free from any conflicts of interest.

Facts and Insights

Pegasus Capital Advisors, L.P. was founded in 1999 and has since then established itself as a leading financial advisory firm in the industry. The firm has over $2 billion in assets under management (AUM) and a team of over 50 experienced financial advisors. Pegasus Capital Advisors, L.P. has a strong track record of helping clients achieve their financial goals and has received numerous industry awards and recognition for its exceptional services.

Assets Under Management, Number of Advisors and Time in Business:

Assets Under Management Number of Advisors Time in Business
$2 billion 50+ Over 20 years

Financial Services Offered

Pegasus Capital Advisors, L.P. offers a comprehensive range of financial services to their clients, including:

  • Investment management
  • Financial planning
  • Retirement planning
  • Estate planning
  • Tax planning
  • Risk management
  • Business succession planning

Client Types

Pegasus Capital Advisors, L.P. caters to a diverse range of clients, including:

  • Individuals
  • Families
  • Businesses

Fees & Compensation

Pegasus Capital Advisors, L.P. charges a percentage of the assets under management as their management fee. The firm is committed to transparency and believes in providing fair and competitive pricing to their clients. Pegasus Capital Advisors, L.P. does not receive any form of compensation for recommending specific products or services, ensuring unbiased and objective financial advice for their clients.

Background

Pegasus Capital Advisors, L.P. was founded by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. Along with a team of dedicated and knowledgeable financial experts, Pegasus Capital Advisors, L.P. has successfully advised numerous clients on their financial matters and helped them achieve their financial goals.

Financial Advisor Disclosures to Know

Pegasus Capital Advisors, L.P. is a Registered Investment Advisor (RIA) with the U.S. Securities and Exchange Commission (SEC). As an RIA, Pegasus Capital Advisors, L.P. is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients. The firm has no disclosures or disciplinary actions to report, demonstrating their commitment to ethical and professional practices.

Company Information

Main Office

Mail Office

Other Information

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