PEGASUS CAPITAL ADVISORS, L.P.
C46
CRD 157094·SEC 801-73818·STAMFORD, CT
AUM
$343.4M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $1.53B
'21 · $922.7M
'22 · $834.7M
'23 · $666.5M
'25 · $317.5M
'26 · $343.4M
'20'26
$1.53B → $343.4M▼ -77%
Operations
Advisory staff (5-yr trend)
'20 · 16 advisors
'21 · 5 advisors
'22 · 9 advisors
'23 · 14 advisors
'25 · 8 advisors
'26 · 7 advisors
'20'26
16 advisors → 7 advisors▼ -56%
Branches
—
Custodian & Brokerage
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2020-02-272020-02-27 · 0001590546-20-000001
2019-08-132019-08-13 · 0001590546-19-000003
Compliance & brand
All other collected signals (12)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
10801 MELANIE COURTOAKTON, VA 22124
Business
C/O MPH ENERGY LLC225 SOUTH MAIN STREET, 2ND FLOORRUTLAND, VT 05701