Pegasus Asset Management Inc
- Regulatory AUM
- $554M
- Discretionary
- $554M
- Clients
- 284
- Avg AUM / client
- $1.9M
- Accounts
- 800
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 158 | $49.7M | 8.97% |
| High net worth individuals | 126 | $412M | 74.5% |
| Pension and profit sharing plans | Fewer than 5 clients | $187K | 0.03% |
| Other investment advisers | Fewer than 5 clients | $91.3M | 16.5% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Matteo Sebastiano | Co President | Mar 2005 (21y) | 50% – 75% | |
| Rodd Dee Berro | Co President | CFP | Mar 2005 (21y) | 50% – 75% |
| Barba, Courtney, Joy | Chief Compliance Officer / Senior Vice President | Nov 2006 (20y) | Less than 5% | |
| Jaysen Louis Bohrod | Registered representative | CFA | Mar 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 982 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $554M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 12, 2026.
View current Form ADV (SEC/IAPD) ↗