Pegasus Partners Overview

  • Type
  • Wealth Management Firm
  • Founded
  • 2015
Founded
  • Professionals
  • 10
Professionals
  • AUM
  • 00.00

Pegasus Partners General Information

Description

Pegasus Partners is a Wealth Management Firm based in Mequon, Wisconsin. Established in the year 2015, the firm is engaged in Investment Management, Financial Planning, and Family Wealth Transfer. The assets of the firm are managed by its executive management team.

Contact Information

Year Founded
2015
Open To Secondaries
0000
Open To First Time Founds
00000
Institution Type
Wealth Management Firm
Primary Contact
0000000 0000
Title
Chief Operating Officer & Wealth Advisor
Email
00000@00000000000000.000
Phone
+0 (000) 000-0000
Primary Office
  • 1333 West Towne Square Road
  • Mequon, WI 53092
  • United States
+1 (262) 000-0000
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Pegasus Partners Commitment Analytics

PitchBook’s data visualizations help you see a limited partner’s commitments—showing a breakdown of activity by fund type and region, complete with performance metrics.

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Pegasus Partners Investment Allocations

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  • Target PE:
    Current PE:
    42.00 %  Actual
  • Target Real Estate:
    Real Estate:
    42.00 %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Pegasus Partners Team (7)

Name Title Office
Todd Krieg JD Co-Founder, Chairman & Chief Executive Officer Mequon, WI
Matthew D'Attilio Co-Founder, President & Chief Investment Officer Mequon, WI
Matthew Haas Chief Operating Officer & Wealth Advisor Mequon, WI
William Wernecke Director of Wealth Management Services & Co-Founder Mequon, WI
Katherine Wohlt Director, Client Services Mequon, WI
You’re viewing 5 of 7 team members. Get the full list »

Pegasus Partners Board Members (1)

Name Representing Role Since
Todd Krieg JD Pegasus Partners Co-Founder, Chairman & Chief Executive Officer 000 0000
To view Pegasus Partners’s complete board members history, request access »