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Anne Louise Frank-Shapiro

PEGASUS CAPITAL ADVISORS, L.P.·STAMFORD, Connecticut
PEGASUS CAPITAL ADVISORS, L.P.
750 EAST MAIN STREET, STAMFORD, CT 06902CRD# 1629559Firm CRD# 157094

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anne Louise Frank-Shapiro · STAMFORD, CT
Registration
CRD #1629559 · PEGASUS CAPITAL ADVISORS, L.P.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Anne Louise Frank-Shapiro is a registered financial advisor based in STAMFORD, Connecticut, affiliated with PEGASUS CAPITAL ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PEGASUS CAPITAL ADVISORS, L.P.
PEGASUS CAPITAL ADVISORS, L.P.
AUM
$401M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at PEGASUS CAPITAL ADVISORS, L.P. →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: TRANSACTION FEES/MANAGEMENT FEES FROM PORTFOLIO CO.
Regulatory
SEC/IARD CRD# 1629559
Firm CRD# 157094
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Anne Louise Frank-Shapiro offer?
Anne Louise Frank-Shapiro specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.
What are Anne Louise Frank-Shapiro's credentials?
Anne Louise Frank-Shapiro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anne Louise Frank-Shapiro located?
Anne Louise Frank-Shapiro is based in STAMFORD, Connecticut, working with PEGASUS CAPITAL ADVISORS, L.P.. Their office serves clients in the STAMFORD metropolitan area and surrounding communities.
How does Anne Louise Frank-Shapiro charge for services?
Anne Louise Frank-Shapiro's firm is compensated through percentage of aum, performance-based fees, other: transaction fees/management fees from portfolio co.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEGASUS CAPITAL ADVISORS, L.P.?
PEGASUS CAPITAL ADVISORS, L.P. has approximately 12 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PEGASUS CAPITAL ADVISORS, L.P.

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David Harold Cogut
STAMFORD, CT
Alec (nmn) Machiels
STAMFORD, CT
Andrew Scott Cooper
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Ulrike Schambeck
STAMFORD, CT
Craig Myles Cogut
STAMFORD, CT

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Research
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