Pactolus Private Wealth Management LLC

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Pactolus Private Wealth Management LLC ✚
CRD #	155195
SEC #	801-71915
CIK #
AUM	187.8 M (2026-03-10)
Employees	17 (12% Investors, 24% Brokers)
Phone	571-297-6364
Address	8614 Westwood Center Drive Vienna, VA 22182
Source	[IAPD] [Website] [LinkedIn]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
Other	Pactolus/G4 Capital Parnters Fund III Series of the Pactolus Series Fund LLC	[2018-03-30]	21.9 M	22.6 M
	Offered $80,000,000 · Filed 2018-01-10 (D) · Exemption 506(c) · Minimum $250,000 · Remaining $58,135,000 · Duration One year or less · Revenue No Revenues
PE	Pactolus Elm Street Investments LLC	2017-03-31		0.1 M
PE	Pactolus Hamilton Lakes	[2016-08-03]	16.9 M	10.4 M
	Offered $16,879,629 · Filed 2016-03-28 (D) · Exemption 506(c) · Minimum $100,000 · Duration One year or less · Revenue No Revenues
PE	Pactolus East Village LLC	[2016-03-15]	11.4 M	10.5 M
	Offered $12,000,000 · Filed 2015-07-06 (D) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining $647,987 · Duration One year or less · Net Assets Decline to Disclose
PE	Pactolus Kilroy LLC	[2016-03-15]	1.0 M	1.0 M
	Offered $1,029,999 · Filed 2015-11-27 (D) · Exemption 506(b) · Minimum $25,000 · Duration One year or less · Revenue No Revenues
PE	Pactolus Kilroy MEZZ LLC	[2016-03-15]	2.7 M	2.7 M
	Offered $2,679,700 · Filed 2015-11-27 (D) · Exemption 506(b) · Minimum $80,000 · Duration One year or less · Revenue No Revenues
PE	Pactolus POB Hilltopper LLC	[2016-03-15]	1.5 M	0.4 M
	Offered $1,500,000 · Filed 2015-11-27 (D) · Exemption 506(b) · Minimum $750,000 · Duration One year or less · Revenue No Revenues
PE	Pactolus/Swan Legend Fund 3 Series of the Pactolus Series Fund LLC	[2015-05-15]	9.8 M	1.4 M
	Offered $10,000,000 · Filed 2015-04-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $162,967 · Duration One year or less · Revenue No Revenues
PE	Pactolus/Waterview Series of the Pactolus Series Fund LLC	[2015-05-15]	9.8 M	9.8 M
	Offered $10,000,000 · Filed 2015-04-27 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining $162,967 · Duration One year or less · Revenue No Revenues
PE	Pactolus/Cranemere Series of the Pactolus Series Fund LLC	[2014-05-12]	25.1 M	46.8 M
	Offered $30,000,000 · Filed 2014-05-12 (D) · Exemption 506(c), 3(c), 3(c)(1), 3(c)(7) · Minimum $250,000 · Remaining $4,900,000 · Duration One year or less · Revenue No Revenues
View All

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	0	0.0
(b) Individuals (high net worth individuals)	302	115.8
(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	72.0
(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	447	187.8
By Discretionary
Discretionary	302	116.8
Non-Discretionary	145	71.1
Total	447	187.8
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		187.8
Total	447	187.8

Form D Directors	Role	# Filings	# Firms	2011 - 2026
Alan Harter	Director, Executive Officer	20	2
Pactolus Private Wealth Management LLC	Director	6	2

Firm Profile (Form ADV)
Discretionary AUM	$0.4B
Serves	Institutional, Retail
Fund Types	Private Equity, Real Estate

Comparable Firms	State	AUM
ACP Capital Management LLC ✚	FL	360.3 M
Corps Capital Advisors LLC ✚	TX	270.3 M
Cain Capital LLC ✚	TX	171.2 M
Matrix Planning Inc ✚	CA	121.4 M
Optimal Capital Advisors LLC ✚	MI	119.9 M
Alpha Fiduciary Inc ✚	AZ	114.0 M
Mainline Investment Advisers LLC ✚	PA	109.9 M
Birnam Wood Capital LLC ✚	TX	106.1 M
Hudson Valley Wealth Management Inc ✚	NY	48.8 M
Seavest Family Office LLC ✚	NY

Pactolus Private Wealth Management LLC

Assets, Funds, Holdings