Pactolus

Overview

Pactolus is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2010. The firm functions as a capital allocator for both individual/family and institutional clients, offering a mix of financial planning, discretionary and non-discretionary portfolio management, advisory services for pooled vehicles, and selection of other managers. Pactolus also operates a broker-dealer business and sponsors or serves as a general partner/managing member for pooled investment vehicles. The firm uses multiple fee arrangements—percentage of AUM, hourly and fixed fees, commissions, and performance-based fees—allowing flexibility across client types. Pactolus does not identify as an active ESG investor and is not a multi-state adviser according to its filing.

Assets & Accounts

Investments & Alternatives