Pactolus Capital Partners

Broker-DealerFINRA MemberEst. 1977
Total AUM
Advisory reps
6
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 appears in SEC records dating back to 1977. FINTRX classifies the firm as unclassified and lists the owner type as a mix of a domestic entity and an individual. Available metadata flags the firm as neither a capital allocator nor an active ESG investor; it is also not identified as a multi-state adviser, pension consultant, or related adviser. The snapshot provides few details about business or advisory activities, so the firm's client targeting, investment process and service model are not described in the source material.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Narges Zamani

    Narges Zamani

    CIOCRD 6411987

  • Alan Harter

    Alan Harter

    Founder & CEOCRD 2165788

Contacts

3 of 4
  • Jacob Hampton

    Jacob Hampton

    Vice President of Client RelationsCRD 8258175

  • Angela Perry

    Angela Perry

    Managing DirectorCRD 1598933

  • Gery Sadzewicz

    Gery Sadzewicz

    CCOCRD 1090963

Unlock 1 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth