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 has been registered with the SEC since 1977. Public data identifies ownership as a combination of a domestic entity and an individual, and the firm is recorded with an “Unclassified” regulatory designation. Available filings indicate the adviser is not a capital allocator and is not active on ESG mandates. The snapshot flags the firm as not a multi-state adviser, not newly formed, not a pension consultant and not a related adviser. Firm disclosures provided to FINTRX do not include a description of client segments, fee schedules, or a breakdown of advisory services.

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

2 of 2
  • NARGES ZAMANI

    CIOCRD 6411987

  • ALAN HARTER

    Founder & CEOCRD 2165788

Contacts

3 of 4
  • JACOB HAMPTON

    Vice President of Client RelationsCRD 8258175

  • ANGELA PERRY

    Managing DirectorCRD 1598933

  • GERY SADZEWICZ

    CCOCRD 1090963

Unlock 1 more contacts

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