Pegasus Partners Ltd.

Based in the US, Pegasus Partners Ltd. specializes in wealth management, offering tailored financial advisory services to high-net-worth individuals and families, focusing on investment management, financial planning, and estate planning. Pegasus Partners Ltd. was founded in 2015 and is headquartered in Mequon, US.

The company provides comprehensive wealth management services. It has completed one deal as of September 30, 2024, when it was acquired by Lido Advisors LLC, enhancing Lido's engagement with ultra-high-net-worth families in the Midwest area. Pegasus Partners primarily operates in the wealth management sector, offering tailored financial advisory services to high-net-worth individuals and families. The company focuses on delivering a comprehensive suite of services, including investment management, financial planning, and estate planning, to effectively address the diverse financial needs of its clientele.

These services are designed to optimize wealth accumulation and preservation, enabling clients to meet their long-term financial aspirations, such as retirement funding, wealth transfer, and philanthropic initiatives. Pegasus Partners serves a varied customer base, including affluent individuals, family offices, and institutional investors across North America and select markets in Europe and Asia. The company's wealth management solutions are implemented through a personalized approach, ensuring that each client receives strategies tailored to their unique financial circumstances and objectives. Pegasus Partners generates revenue primarily through advisory fees associated with its wealth management services.

Clients engage with the firm under a fee structure that typically includes a percentage of assets under management, as well as flat fees for specific financial planning services. This model allows the firm to build long-term relationships with clients while aligning its interests with their financial success. In addition to asset management fees, Pegasus Partners may also earn revenue through performance-based incentives, contingent upon the investment returns achieved for clients. The firm’s flagship offerings, which include its proprietary investment strategies and estate planning services, contribute significantly to its overall revenue model.

Transactions are structured to foster ongoing collaboration, ensuring that clients receive continuous support and strategic insight as their financial situations evolve. In September 2024, Lido Advisors LLC acquired Pegasus Partners Ltd. The acquisition aims to enhance Lido Advisors’ engagement with ultra-high-net-worth families in the Midwest area. Future growth plans include expanding into additional geographic regions and possibly introducing new products tailored for high-net-worth clients, although specific product details and release dates have not been disclosed.