Allocator Index · CRD 155195

PACTOLUS

Vienna, VA · 571-297-6364 · linkedin.com/company/pactolus-private-wealth-management/

SEC IAPD record ↗

Fit score

74

  • any_private_fund+22
  • hnw>=200+20
  • aum $100M-$250M+16
  • hnw_majority+8
  • employees 3-60+8

HNW clients

302

Other individuals

—

HNW assets

$115.8M

Total AUM

$187.8M

Employees

17

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
PACTOLUS/CRANEMERE SERIES OF THE PACTOLUS SERIES FUND LLCPrivate Equity Fund$46.8M
PACTOLUS/G4 CAPITAL PARNTERS FUND III SERIES OF THE PACTOLUS SERIES FUND LLCOther Private Fund$22.6M
PACTOLUS/SWAN LEGEND FUND 3 SERIES OF THE PACTOLUS SERIES FUND, LLCPrivate Equity Fund$1.4M
PACTOLUS KILROY LLCPrivate Equity Fund$970K
PACTOLUS/U.S. FARMING REALTY SERIES OF THE PACTOLUS SERIES FUND LLCOther Private Fund$58K