Unclaimed Profile

Ulrike Schambeck

PEGASUS CAPITAL ADVISORS, L.P.·STAMFORD, Connecticut

PEGASUS CAPITAL ADVISORS, L.P.

750 EAST MAIN STREET, STAMFORD, CT 06902CRD# 7926100Firm CRD# 157094

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ulrike Schambeck · STAMFORD, CT

Registration

CRD #7926100 · PEGASUS CAPITAL ADVISORS, L.P.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Ulrike Schambeck 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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PEGASUS CAPITAL ADVISORS, L.P.

AUM

$401M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PEGASUS CAPITAL ADVISORS, L.P. →

Services

Pension consulting

Other

Background

Compensation

Percentage of AUM

Performance-based fees

Other: TRANSACTION FEES/MANAGEMENT FEES FROM PORTFOLIO CO.

Regulatory

SEC/IARD CRD# 7926100

Firm CRD# 157094

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ulrike Schambeck offer?

Ulrike Schambeck specializes in Retirement Planning. Contact their office in STAMFORD, Connecticut for a consultation.

What are Ulrike Schambeck's credentials?

Ulrike Schambeck is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ulrike Schambeck located?

Ulrike Schambeck 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 Ulrike Schambeck charge for services?

Ulrike Schambeck'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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