Investment adviser · CRD 155195

PACTOLUS

Investment adviser filing (IA)

PACTOLUS PRIVATE WEALTH MANAGEMENT LLC

VIENNA, VA, United States · Form ADV filed Sep 4, 2026

Regulatory AUM: $188M
Client accounts: 447
Employees: 17
Advisory professionals: 2

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	302	$115,813,214	61.7%
Pooled investment vehicles	5	$72,030,099	38.3%

Filing source

Form ADV 2131131 · Sep 4, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PACTOLUS ELM STREET INVESTMENTS, LLCPrivate Equity Fund · Last reported Mar 31, 2017$100KGross asset value

Fund administrator KEITER GLEN ALLEN, Virginia, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Custodian MILLENIUM TRUST COMPANY OAK BROOK, Illinois, United States Related to adviser: No

Provider details

Annual audit: No
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

Fund details & source

Fund ID: 805-3182329854
Reported beneficial owners: 1
Minimum commitment: $500K

Form ADV 1094129 · Mar 31, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Sep 4, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Commissions · Performance-based

Principal office

8614 WESTWOOD CENTER DRIVE, SUITE 620
VIENNA, VA, 22182, United States

CRD 155195

Filing source

Form ADV 2131131 · Sep 4, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.