PEGASUS PARTNERS LTD.

PEGASUS PARTNERS

MEQUON, Wisconsin·6 registered advisors·CRD# 175206

SEC# 801-810490262-478-9009

01

Firm Overview

AUM

$3.1B

Regulatory assets under management

Employees

22

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

03

Specialties

Financial Planning Investment Management Wealth Management Fee-Only Advisory

04

Advisors at PEGASUS PARTNERS LTD.

6 registered advisors

Eric Edward Conner

MEQUON, Wisconsin

John Thomas Kennedy

MEQUON, Wisconsin

Matthew D'attilio

MEQUON, Wisconsin

Matthew Thomas Haas

MEQUON, Wisconsin

Todd Matthew Krieg

MEQUON, Wisconsin

William Arthur Wernecke

MEQUON, Wisconsin

05

Office Locations

MEQUON, Wisconsin

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Data sourced from SEC Form ADV filings. PEGASUS PARTNERS LTD. (CRD# 175206) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.