SEC-Registered Investment Adviser
Pactolus
Legal name: Pactolus Private Wealth Management LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated September 4, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- October 22, 2010
- Principal office
- 8614 Westwood Center Drive, Suite 620, Vienna, VA 22182
- Organized as
- Limited Liability Company, DE
- Fiscal year end
- December
Scale
- Regulatory AUM
- $187.8M
- Discretionary / non-discretionary
- $116.8M / $71.1M
- Accounts
- 447
- Clients
- 0
- Employees
- 17, 2 in advisory roles
- Private funds advised
- 5
- Private fund gross assets
- $71.8M
- Fund types
- 3 private equity funds, 2 other private funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $21.9M reported sold across them
- Client assets in custody
- $223.3M (145 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers
- Compensated by
- a percentage of assets under management, hourly charges, fixed fees, commissions and performance-based fees
- Client types
- high net worth individuals (302); pooled investment vehicles (5)
- Also engaged as
- broker-dealer
- Related persons include
- a broker-dealer, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 broker-dealer
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (September 4, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.