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PACTOLUS PRIVATE WEALTH MANAGEMENT LLC, CRD 155195
VIENNA, VA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ALAN MITCHELL HARTER | n/a | VIENNA, VA | 15 | 34 | 4 | yes |
| NARGES ZAMANI | Chartered Financial Analyst | VIENNA, VA | 11 | 12 | n/a | yes |
| DAVID GERALD CHANDIK | Chartered Financial Analyst | VIENNA, VA | 5 | 14 | n/a | no |
| CIERRA MICHELLE TELLEEN | n/a | VIENNA, VA | 0 | 10 | n/a | no |
| JACOB EVANS HAMPTON | n/a | VIENNA, VA | 0 | 11 | n/a | yes |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| PACTOLUS/CRANEMERE SERIES OF THE PACTOLUS SERIES FUND LLC | Private Equity Fund | $44.3M | Sep 3, 2024 | 22 | May 12, 2014 | reported | 021-238703 |
| PACTOLUS SERIES FUND, LLC / G4 CAPITOL PARTNER SERIES | Other Private Fund | $23.4M | Jul 26, 2018 | 28 | Jul 24, 2013 | dropped | 021-238703 |
| PACTOLUS / G4 CAPITAL PARTNERS FUND III SERIES OF THE PACTOLUS SERIES FUND, LLC | Other Private Fund | $22.6M | Sep 3, 2024 | 49 | Mar 30, 2018 | reported | 021-302912 |
| PACTOLUS/SWAN LEGEND FUND 3 SERIES OF THE PACTOLUS SERIES FUND, LLC | Private Equity Fund | $13.0M | Sep 3, 2024 | 13 | May 15, 2015 | reported | 021-238703 |
| PACTOLUS EAST VILLAGE LLC | Private Equity Fund | $10.5M | Jul 26, 2018 | 25 | Mar 15, 2016 | dropped | 021-243113 |
| PACTOLUS HAMILTON LAKES | Private Equity Fund | $10.4M | Jan 4, 2024 | 38 | Aug 3, 2016 | reported | 021-260077 |
| PACTOLUS/WATERVIEW SERIES OF THE PACTOLUS SERIES FUND, LLC | Private Equity Fund | $9.8M | Jul 26, 2018 | 5 | May 15, 2015 | dropped | 021-238703 |
| PACTOLUS/U.S. FARMING REALTY SERIES OF THE PACTOLUS SERIES FUND LLC | Other Private Fund | $5.6M | Sep 3, 2024 | 19 | Dec 5, 2012 | reported | 021-238703 |
| PACTOLUS KILROY MEZZ LLC | Private Equity Fund | $2.7M | Jul 26, 2018 | 6 | Mar 15, 2016 | dropped | 021-252017 |
| PACTOLUS KILROY LLC | Private Equity Fund | $970,000 | Sep 3, 2024 | 6 | Mar 15, 2016 | reported | 021-252019 |
| PACTOLUS POB HILLTOPPER LLC | Private Equity Fund | $436,275 | Mar 31, 2017 | 2 | Mar 15, 2016 | dropped | 021-252014 |
| PACTOLUS ELM STREET INVESTMENTS, LLC | Private Equity Fund | $100,000 | Mar 31, 2017 | 1 | Mar 31, 2017 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| A CUBE, LLC | Member | C | yes | 12/2015 | Nov 30, 2022 | Sep 3, 2024 |
| HARTER, ALAN, MITCHELL | Member | E | yes | 12/2015 | Jan 30, 2012 | Sep 3, 2024 |
| HARTER, ALAN, MITCHELL | CHIEF EXECUTIVE OFFICER | Na | yes | 01/2011 | Jan 30, 2012 | Sep 3, 2024 |
| PACTOLUS HOLDINGS LLC | SOLE MEMBER | E | yes | 05/2011 | Jan 30, 2012 | Sep 3, 2024 |
| SADZEWICZ, GERY, JOSEPH | CHIEF COMPLIANCE OFFICER | Na | no | 09/2010 | Jan 30, 2012 | Sep 3, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| PACTOLUS SECURITIES, LLC | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 10, 2026 | $188M | $117M | 17 | 2 | 0 | 5 | n/a |
| 2024 | Mar 28, 2025 | $183M | $110M | 15 | 2 | 0 | 4 | n/a |
| 2023 | Mar 11, 2024 | $186M | $100M | 13 | 2 | 0 | 5 | $86.5M |
| 2022 | Mar 15, 2023 | $180M | $84.8M | 14 | 2 | 0 | 6 | $92.7M |
| 2021 | Mar 30, 2022 | $266M | $175M | 13 | 2 | 0 | 6 | $92.7M |
| 2020 | Mar 30, 2021 | $249M | $155M | 13 | 2 | 0 | 6 | $86.6M |
| 2019 | Mar 30, 2020 | $285M | $190M | 14 | 5 | 0 | 6 | $91.6M |
| 2018 | Mar 26, 2019 | $300M | $203M | 10 | 2 | 0 | 6 | $93.0M |
| 2017 | Mar 30, 2018 | $342M | $201M | 13 | 2 | 0 | 10 | $138M |
| 2016 | Mar 31, 2017 | $355M | $246M | 14 | 2 | n/a | 11 | $112M |
| 2015 | Mar 15, 2016 | $399M | $345M | 7 | 1 | n/a | 9 | $89.1M |
| 2014 | Mar 31, 2015 | $339M | $269M | 7 | 1 | n/a | 3 | $41.3M |
| 2013 | Mar 24, 2014 | $377M | $377M | 7 | 1 | n/a | 2 | $35.7M |
| 2012 | Feb 21, 2013 | $297M | $297M | 5 | 2 | n/a | 1 | $19.8M |
| 2011 | Mar 20, 2012 | $227M | $227M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 20.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $188M | $183M | 2.9% | $180M | 1.4% | 17 | 15 | 0 | 0 |