Pactolus Private Wealth Management – Fund and Executive Details

Fund Companies

Pactolus Private Wealth Management LLC

Pactolus Private Wealth Management is a alternative asset management company based in Mclean, VA. They operate 11 private funds and have approximately $355.3 million in total assets under management (AUM). You can view more information on Pactolus Private Wealth Management including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Pactolus Private Wealth Management

Pactolus Private Wealth Management LLC
6862 Elm Street
Suite 620
Mclean, VA 22101
United States

Phone: 571-297-6348

Website: http://pactoluspwm.com

Overview of Pactolus Private Wealth Management

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-71915

Org#: 155195

Legal Issues: No legal issues reported

Company Type: Other

Pooled Investments: Up to 10 percent

Private Funds Managed(11): Pactolus Series Fund Llc G4 Capitol Partner Series , Pactolus Series Fund Llc Us Farming Series , Pactolus Waterview Series Of The Pactolus Series Fund Llc, Pactolus East Village Llc , Pactolus Elm Street Investments Llc , Pactolus Hamilton Lakes , Pactolus Kilroy Llc , Pactolus Kilroy Mezz Llc , Pactolus Pob Hilltopper Llc , Pactolus Series Fund Llc Pactolus Cranemere Series , Pactolus Swan Legend Fund 3 Series Of The Pactolus Series Fund Llc

Ownership/Leadership of Pactolus Private Wealth Management

 

Gery Joseph SadzewiczChief Compliance Officer
Alan Mitchell HarterChief Executive Officer
Pactolus Holdings LLCSole Member
Alix MattinglyChief Counsel

Pactolus Private Wealth Management Key Stats and Charts

Discretionary AUM: $246 million

Pactolus Private Wealth Management discretionary AUM

Rank: 2697 out of 6900 private fund companies

Total AUM: $355 million

Pactolus Private Wealth Management total assets under management (AUM)

Rank: 2497 out of 6900 private fund companies

# of Accounts: 455

Pactolus Private Wealth Management total client accounts

Rank: 378 out of 6900 private fund companies

Average Account Size: 780977.254945

Pactolus Private Wealth Management average account size

Rank: 3555 out of 6900 private fund companies

# of Employees: 14

Pactolus Private Wealth Management has 14 employees

Rank: 1729 out of 6900 private fund companies

# of Private Funds: 11

Pactolus Private Wealth Management operates 11 private Other funds

Rank: 642 out of 6900 private fund companies