| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pactolus/Cranemere Series of the Pactolus Series Fund LLC | Private Equity | $44.7M | $250K |
| Pactolus/Swan Legend Fund 3 Series of the Pactolus Series Fund, LLC | Private Equity | $5.1M | $100K |
| Pactolus Kilroy LLC | Private Equity | $970K | $100K |
| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Mitchell Harter Control | Chief Executive Officer | Under 5% | 2011 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2010 |
| Pactolus Holdings LLC Control | Sole Member | Over 75% | 2011 |
Pactolus Private Wealth Management LLC reports $182.6 million in regulatory assets under management on its Form ADV.
Pactolus Private Wealth Management LLC manages 4 private funds with combined gross assets of $50.8 million.
Pactolus Private Wealth Management LLC reports 15 employees.
Pactolus Private Wealth Management LLC is based in Vienna, VA and has been SEC-registered since 2010.
Pactolus Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 8614 Westwood Center Drive, Suite 620, Vienna, VA 22182 |
| Phone | 571-297-6364 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $110.2M |
| Non-discretionary | $72.4M |
| Total (RAUM) | $182.6M |