Pactolus
Pactolus is an SEC-registered mass-market adviser in Vienna, VA with $187.8M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Pactolus: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155195, SEC 801-71915, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $187.8M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Vienna, VA
- Employees
- 17
- Clients
- 307
- CRD
- 155195
- Ownership
- HARTER, ALAN, MITCHELL; PACTOLUS HOLDINGS LLC; NADER I 2009 IRREVOCABLE TRUST FBO EMILY R. NADER; APN FAMILY PARTNERS LLC; SADZEWICZ, GERY, JOSEPH
How much AUM does Pactolus have?
Pactolus reported $187.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Pactolus?
Disclosed owners and executives of Pactolus include HARTER, ALAN, MITCHELL, PACTOLUS HOLDINGS LLC, NADER I 2009 IRREVOCABLE TRUST FBO EMILY R. NADER, APN FAMILY PARTNERS LLC, SADZEWICZ, GERY, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.