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 is recorded as an SEC-registered adviser with an initial registration year of 1977. Ownership is described as a combination of a domestic entity and an individual. The firm’s regulatory classification in the provided record is listed as unclassified. The FINTRX entry flags a number of negative attributes rather than active service lines: Pactolus Capital Partners is not identified as a capital allocator, is not an active ESG investor, is not designated as a multi-state adviser, and is not listed as a pension consultant or related adviser. The source record does not include descriptive detail about the firm’s client segments, fee model, or specific advisory activities.

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

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
  • Jacob Hampton

    Jacob Hampton

    Vice President of Client RelationsCRD 8258175

  • Gary Kedda

    Managing DirectorCRD 6386124

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