Pactolus

Overview

Pactolus is an independent registered investment adviser organized as an LLC and registered with the SEC in 2010. The firm also operates broker-dealer activities and describes itself as a capital allocator that serves both individual/family clients and institutional investors. Its advisory offering covers financial planning, discretionary and non-discretionary portfolio management for individuals/small businesses and for pooled investment vehicles, and the selection of third‑party managers. Pactolus uses a variety of billing approaches—percentage of AUM, hourly and fixed fees, commissions, and performance‑based fees—and is not identified as an active ESG investor. The firm’s activities extend beyond traditional advisory work: it sponsors and acts as GP/managing member of pooled investment vehicles and participates as a sponsor of limited partnerships, indicating an active role in structuring and managing private funds and co-investment vehicles.

Assets & Accounts

Investments & Alternatives