Pactolus Private Wealth Management LLC

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Assets, Funds, Holdings

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Pactolus Private Wealth Management LLC
CRD #155195
SEC #801-71915
CIK #
AUM $180.2 MM (2023-03-30)
Employees 14 (14% Investors, 36% Brokers)
Phone571-297-6364
Address8614 Westwood Center Drive
Vienna, VA 22182
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
4003202401608002008201320182024
Type Form D Funds Date Sold ($MM) AUM ($MM)
Other Pactolus / G4 Capital Partners Fund III Series of the Pactolus Series Fund LLC [2018-03-30] 21.9 22.6
PE Pactolus Elm Street Investments LLC 2017-03-31 0.1
PE Pactolus Hamilton Lakes [2016-08-03] 16.9 10.4
PE Pactolus East Village LLC [2016-03-15] 11.4 10.5
PE Pactolus Kilroy LLC [2016-03-15] 1.0 1.0
PE Pactolus Kilroy MEZZ LLC [2016-03-15] 2.7 2.7
PE Pactolus POB Hilltopper LLC [2016-03-15] 1.5 0.4
PE Pactolus/Swan Legend Fund 3 Series of the Pactolus Series Fund LLC [2015-05-15] 9.8 10.9
PE Pactolus/Waterview Series of the Pactolus Series Fund LLC [2015-05-15] 9.8 9.8
PE Pactolus/Cranemere Series of the Pactolus Series Fund [2014-05-12] 9.8 27.1
View All
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 265 83.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 5 96.3
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 368 180.2
By Discretionary
Discretionary 265 84.8
Non-Discretionary 103 95.5
Total 368 180.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 180.2
Total 368 180.2
Form D Directors # Filings # Firms 2011 - 2024
Alan Harter 16
Pactolus Private Wealth Management LLC 6
Comparable Firms State AUM ($BB)
Castellan Group LLC
KY 0.3
Las Olas Capital Advisors LLC
FL 0.3
ACP Capital Management LLC
FL 0.3
Cain Capital LLC
TX 0.2
Alpha Fiduciary Inc
AZ 0.1
Optimal Capital Advisors LLC
MI 0.1
Matrix Planning Inc
CA 0.1
Birnam Wood Capital LLC
TX 0.1
Geneva Advisors LLC
IL 0.0
Rosedale Asset Management LLC
NJ 0.0
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