Pactolus Private Wealth Management LLC
● SEC registered since 2010CRD 155195SEC# 801-71915Vienna, VA
Ranks #5,198 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$187.8M
Fund GAV
$71.8M
Private funds
5
Employees
17
Accounts
447
Location
Vienna, VA
Pactolus Private Wealth Management LLC assets under management
Pactolus Private Wealth Management LLC is a registered investment adviser overseen by the SEC based in Vienna, VA. The firm has been registered since 2010. It reports $187.8 million in regulatory assets under management and employs 17 people. Pactolus Private Wealth Management LLC manages 5 private funds with combined gross assets of $71.8 million, including Pactolus/Cranemere Series of the Pactolus Series Fund LLC. By regulatory assets, it ranks 5,198 of 6,004 private fund managers.
Pactolus Private Wealth Management LLC private funds
5 funds · $71.8M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Pactolus/Cranemere Series of the Pactolus Series Fund LLC | Private Equity | $46.8M | $250K |
| Pactolus/G4 Capital Parnters Fund III Series of the Pactolus Series Fund LLC | Other Private | $22.6M | $250K |
| Pactolus/Swan Legend Fund 3 Series of the Pactolus Series Fund, LLC | Private Equity | $1.4M | $100K |
See all 5 funds — unlock the full record.
Join to unlock · $37/moPactolus Private Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Mitchell Harter Control | Chief Executive Officer | 25-50% | 2011 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2010 |
| Pactolus Holdings LLC Control | Sole Member | Over 75% | 2011 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pactolus Private Wealth Management LLC manage?
Pactolus Private Wealth Management LLC reports $187.8 million in regulatory assets under management on its Form ADV.
How many private funds does Pactolus Private Wealth Management LLC manage?
Pactolus Private Wealth Management LLC manages 5 private funds with combined gross assets of $71.8 million.
How many employees does Pactolus Private Wealth Management LLC have?
Pactolus Private Wealth Management LLC reports 17 employees.
Where is Pactolus Private Wealth Management LLC located?
Pactolus Private Wealth Management LLC is based in Vienna, VA and has been SEC-registered since 2010.
Does Pactolus Private Wealth Management LLC disclose fund performance?
Pactolus Private Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$187.8M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
AUM vs fund managersTop 87%
Larger than 13% of 6,004 private-fund managers
Number of fundsTop 40%
More funds than 60% of fund managers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$187.8Mregulatory AUM
Discretionary $116.8MNon-discretionary $71.1M
Fund type mix
Private Equity3
Other Private2