Pactolus Capital Partners

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
5
Avg account
$0

Firm details

Headquarters
Vienna, Virginia
CRD number
7518
Registered since
December 6, 1977

Firm profile

FINTRX

Overview

Pactolus Capital Partners is organized as a limited liability company and has been SEC-registered since 1977. Its ownership is recorded as a combination of a domestic entity and an individual. The FINTRX snapshot classifies the firm as “Unclassified” and indicates it does not act as a capital allocator. The record flags that the firm is not an active ESG investor, is not designated a multi-state adviser, is not newly formed, and does not identify itself as a pension consultant or related adviser. The firm’s public profile in FINTRX is sparse: several typical disclosure fields (business activities, advisory services, fee schedule, and client composition) are not populated in the available snapshot, so there is limited visibility into its service model, target clients, or investment approach.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Narges Zamani

    Narges Zamani

    CIOCRD 6411987

  • Alan Harter

    Alan Harter

    Founder & CEOCRD 2165788

  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Contacts

2 of 2
  • Gary Kedda

    Managing DirectorCRD 6386124

  • Jacob Hampton

    Jacob Hampton

    Vice President of Client RelationsCRD 8258175

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Vienna, VA

Fairfax

Location

Vienna, VA

Headquartered in Vienna, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Fairfax
Address
8614 Westwood Center Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth