{"url":"https://nivawealth.com/firms/pegasus-asset-management-104766","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/104766","regulatoryAum":553614805,"crd":"104766","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4341041","suffix":null,"lastName":"BERRO","firstName":"RODD","middleName":"DEE"},{"crd":"6658924","suffix":null,"lastName":"BOHROD","firstName":"JAYSEN","middleName":"LOUIS"},{"crd":"4341050","suffix":null,"lastName":"SEBASTIANO","firstName":"JOHN","middleName":"MATTEO"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-19","regulatoryAum":322112745,"clients":217,"employees":5,"offices":1},{"filedOn":"2022-04-12","regulatoryAum":384101268,"clients":234,"employees":2,"offices":1},{"filedOn":"2023-02-09","regulatoryAum":335311712,"clients":245,"employees":5,"offices":1},{"filedOn":"2024-03-22","regulatoryAum":411619888,"clients":253,"employees":5,"offices":1},{"filedOn":"2025-03-12","regulatoryAum":473152383,"clients":268,"employees":5,"offices":1},{"filedOn":"2026-06-12","regulatoryAum":553614805,"clients":284,"employees":5,"offices":2}],"secFileNumber":"801-3186","legalName":"Pegasus 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The fee is negotiable.","source":"ADV PART 2A, filed 21 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Pegasus Asset Management use?","answer":"Pegasus Asset Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $554M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pegasus Asset Management have?","answer":"Pegasus Asset Management has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pegasus Asset Management invest in?","answer":"At the end of its last fiscal year, Pegasus Asset Management’s separately managed accounts held 52% exchange-traded equities, 20% U.S. government and agency bonds, 12% registered funds (mutual funds, ETFs, BDCs), 9% cash and equivalents, 4% investment grade corporate bonds, 3% state and local bonds and 1% other. The 1% other category is described as: Certificates of Deposit.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pegasus Asset Management?","answer":"Pegasus Asset Management’s direct owners are Rodd Berro (50% to 75%) and John Sebastiano (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 12 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pegasus Asset Management get paid?","answer":"Pegasus Asset Management is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}