PACTOLUS

Overview

Pactolus is an independent registered investment adviser and broker-dealer that operates as a capital allocator for both individual & family and institutional clients. The firm provides financial planning and portfolio management across individual and pooled investment vehicles, and it also performs selection and oversight of third-party managers. Pactolus charges clients through a mix of percentage-of-AUM, hourly, fixed, commission and performance-based fee arrangements, allowing flexibility for different client relationships and fund structures. Investment activity is a mix of discretionary portfolio management and non-discretionary advisory relationships. The firm reports being active as a sponsor and managing member of pooled vehicles, which aligns with its role as a capital allocator—placing client capital into internal private funds as well as third-party alternative managers. Pactolus does not identify as an active ESG investor and is not classified as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices