Insights

M&A Momentum Recent acquisition of Pegasus Partners by Lido Advisors for $3B signals ongoing consolidation in midsize RIAs, creating a sales opportunity to engage consolidators with integration-ready platforms and strategic advisory services.

AUM Opportunity High-value client relationships with assets under management in the billions offer cross-sell potential for expanded investment management, tax planning, retirement planning, education savings, liquidity planning, and charitable giving.

Regional Footprint Wisconsin-based focus on individuals, families and foundations provides a platform to expand into nearby Midwest markets or partner with national RIAs seeking regional expertise.

Service Depth Comprehensive fee-based wealth management spanning investments, risk, liquidity, insurance, education savings, closely-held business consulting, tax planning, charitable giving, and retirement planning supports multiple cross-sell opportunities and wallet growth.

Digital Readiness Tech stack including Microsoft 365, Google Tag Manager and GoDaddy indicates readiness for scalable onboarding, analytics, and marketing automation; a selling point for digital modernization or white-label back-office solutions to peers.

Similar companies to Pegasus Partners Ltd

Pegasus Partners Ltd Tech Stack

Pegasus Partners Ltd uses 4 technology products and services including Microsoft 365, Twemoji, Google Tag Manager, and more. Explore Pegasus Partners Ltd's tech stack below.

Microsoft 365
Email
Twemoji
Font Scripts
Google Tag Manager
Tag Management
GoDaddy
Web Hosting

Media & News

Lido Advisors, LLC acquires Pegpartnersltd for $3B.
Lido Advisors is acquiring Pegasus Partners, a registered investment advisor firm in Wisconsin with more than $3 billion in assets under management.
Oct 22, 2024 | www.barrons.com

Pegasus Partners Ltd's Email Address Formats

Pegasus Partners Ltd uses at least 1 format(s):

Pegasus Partners Ltd Email Formats	Example	Percentage
FLast@pegpartnersltd.com	JDoe@pegpartnersltd.com	81%
Last@pegpartnersltd.com	Doe@pegpartnersltd.com	16%
First@pegpartnersltd.com	John@pegpartnersltd.com	3%

Frequently Asked Questions

Where is Pegasus Partners Ltd's headquarters located?

Pegasus Partners Ltd's main headquarters is located at 1501 West Market Street Mequon, Wisconsin 53092 United States. The company has employees across 1 continents, including North America.

What is Pegasus Partners Ltd's official website and social media links?

Pegasus Partners Ltd's official website is pegpartnersltd.com and has social profiles on LinkedIn.

What is Pegasus Partners Ltd's NAICS code?

Pegasus Partners Ltd's NAICS code is 52 - Finance and Insurance.

How many employees does Pegasus Partners Ltd have currently?

As of February 2026, Pegasus Partners Ltd has approximately 24 employees across 1 continents, including North America. Key team members include Wealth Advisor & Partner: M. H.Wealth Advisor & Partner: J. K.Director Of Analytics & Head Trader: K. S.. Explore Pegasus Partners Ltd's employee directory with LeadIQ.

What industry does Pegasus Partners Ltd belong to?

Pegasus Partners Ltd operates in the Financial Services industry.

What technology does Pegasus Partners Ltd use?

Pegasus Partners Ltd's tech stack includes Microsoft 365TwemojiGoogle Tag ManagerGoDaddy.

What is Pegasus Partners Ltd's email format?

Pegasus Partners Ltd's email format typically follows the pattern of FLast@pegpartnersltd.com. Find more Pegasus Partners Ltd email formats with LeadIQ.

When was Pegasus Partners Ltd founded?

Pegasus Partners Ltd was founded in 2015.

Pegasus Partners Ltd

Q: How many employees does Pegasus Partners Ltd have currently?

Pegasus Partners Ltd has approximately 24 employees.

Q: What technology does Pegasus Partners Ltd use?

Pegasus Partners Ltd's tech stack includes Microsoft 365, Twemoji, Google Tag Manager, GoDaddy.

Q: What is Pegasus Partners Ltd's NAICS code?

Pegasus Partners Ltd's NAICS code is 52 (Finance and Insurance).

Financial ServicesWisconsin, United States11-50 Employees

Wealth management consulting with individuals, families, and foundations. 

Our objective is to provide our clients with uniquely tailored, conservative, low-cost, fee-based comprehensive wealth management planning.

Specialties: comprehensive fee-based wealth management including investment management, risk assessment, liquidity needs, insurance analysis, education savings, closely-held business consulting, tax planning, charitable giving, and retirement savings