Lido Advisors, a wealth advisory firm with more than $24 billion in regulatory assets under management (RAUM) as of Sept. 30, is partnering with Pegasus Partners, a Wisconsin-based registered investment adviser (RIA) with more than $3 billion in RAUM as of the end of 2023.
Founded in 2015, Pegasus specializes in comprehensive wealth management and family office solutions for ultra-high-net-worth families, with a focus on investment management, financial planning, family wealth transfers and alternative investments.
“Serving the sophisticated wealth management needs of families in all aspects of their financial lives and legacies requires steadfast commitment to specialized expertise and the highest ethical standards,” said Ken Stern, president of Lido Advisors. “The Pegasus team exemplifies this commitment. Together, we will strengthen our engagement with UHNW families in the Midwest community and beyond.”
All 22 members of Pegasus will be joining Lido,