American Pegasus Investment Management,Inc. is a pension cosultant based in San Francisco. It manages $2.23 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
American Pegasus Investment Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of American Pegasus Investment Management,Inc. is $2.23 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay American Pegasus Investment Management,Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Benjamin Pui Yun Chui has been acting as President since 1 Mar 1997. Charles Edward Hall joined the executive team most recently as the Chief Compliance Officer.
The principal office where American Pegasus Investment Management,Inc. performs its advisory services is located at 142 Sansome Street, San Francisco, CA 94104 The mailing address of the firm is 505 Montgomery Street, San Francisco, CA 94111. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-874-3888 or by fax 415-874-3001. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.americanpegasus.com.