Pegasus Asset Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Pegasus Asset Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, business entities, and, less commonly, other investment advisers. It offers ongoing account supervision and investment implementation under written Investment Advisory Agreements and, in some cases, acts as a sub‑advisor under separate sub‑advisory contracts.
The firm develops personalized investment objectives with each client, allocates assets across individual equities, fixed income, mutual funds and ETFs, and provides ongoing monitoring and periodic rebalancing. Pegasus may employ covered‑call option strategies for income or hedging, treats cash as an asset class for defensive positioning, and uses defined asset‑allocation models that are monitored and adjusted under documented procedures.
A distinctive feature of Pegasus is its co‑ownership of and affiliation with Pegasus Group, LLC, and its role providing sub‑advisory services to that affiliated adviser and to other investment adviser clients—a relationship the brochure highlights as less common among peers. The brochure notes that these sub‑advisory arrangements can shape who maintains the primary client relationship and may limit Pegasus’s ability to negotiate execution or clearing arrangements, which can affect transaction execution and custodial arrangements.
Client services
Expertise
Fee options
Registrant may charge a flat fee or waive fees at its discretion depending on client circumstances.
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
Fee-only: Fee-only basis; no commissions or other compensation accepted.
Main office
44 Whippany Road, Suite 101
Morristown NJ 07960
Advisors at this office
4
Most active in
California · Connecticut · Florida · Michigan · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Rodd B
CFP®
Morristown, NJ
Pegasus Asset Management Inc
Rodd Berro is a CFP® professional with 10 years of industry experience. He has worked at Sports & Entertainment Investment Advisers, LLC from 2016 to 2024 and has been with Pegasus Group, LLC since 2001. Pegasus Group, LLC provides discretionary, fee-only investment advisory services primarily to individuals, high net worth individuals, trusts, estates, and business entities. The firm focuses on portfolio management for individual accounts and employs a sub-advisory arrangement with its affiliated SEC-registered adviser, Pegasus Asset Management, to implement investment strategies.
Edward N
Series 63, Series 65
Morristown, NJ
Pegasus Asset Management Inc
Edward Neas is a financial advisor with Pegasus Asset Management Inc. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining Pegasus, he worked at New York Life and has experience in the brewing industry. Pegasus Asset Management provides discretionary investment advisory and portfolio management services to a range of clients including individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs personalized investment strategies, asset allocation across multiple asset classes, and uses options strategies and defined asset-allocation models under documented procedures.
John S
Morristown, NJ
Pegasus Asset Management Inc
John Sebastiano is a financial advisor with Pegasus Asset Management Inc in Morristown, NJ, holding five years of industry experience. He has worked previously at Sports & Entertainment Investment Advisers, LLC and has been involved with the Pegasus Group since 2001. Outside of his advisory role, he is a member of F&S Enterprises, LLC, a real estate maintenance business. Pegasus Asset Management, Inc. provides discretionary investment advisory and portfolio management services to individuals, high-net-worth clients, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and employs asset allocation across equities, fixed income, mutual funds, and ETFs, with strategies that may include covered-call options and defined asset-allocation models.
Jaysen B
CFA®, Series 66
Morristown, NJ
Pegasus Asset Management Inc
Jaysen Bohrod is a CFA® charterholder and holds a Series 66 license with six years of industry experience. He has worked at Pegasus Asset Management Inc. since 2022 and previously was with Charles Schwab for five years. Pegasus Asset Management provides discretionary investment advisory services to individuals, trusts, estates, pension and profit-sharing plans, business entities, and other investment advisers. The firm develops personalized investment objectives and allocates assets across equities, fixed income, mutual funds, and ETFs, employing model portfolios that range from Conservative to Growth, and utilizes options strategies primarily for income generation or hedging.
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