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. Public filings identify ownership as a mix of a domestic entity and an individual, but the firm has not provided descriptive detail about its core advisory activities, client segments, or investment approach. Regulatory data classifies the firm as "Unclassified," and it is not listed as a multi-state adviser, pension consultant, related adviser, or capital allocator. The firm is not identified as an active ESG investor. Beyond the basic organizational facts above, there is limited public information on the firm's strategy, sector focus, or service model.

Assets & Accounts

Investments & Alternatives

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth