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- Custodian
- Fidelity/NFS · Inspira Financial Trust · LLC
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-01-2010
- Office Locations
- 1
Office Locations
About Pactolus
Pactolus is a dedicated multifamily office serving a select group of families with wealth management and family office support, including access to non-correlated/alternative investments. Principals invest alongside client families to align interests, and leverage a global professional network and like-minded partners for tailored solutions and exclusive deal flow. Portfolios may be implemented with ETFs; Fidelity/NFS is a key custodian.
Team overview
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Accredited Investors
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ALAN MITCHELL HARTER
Chief Executive Officer
- CRD
- #2165788
- Ownership
- 25% but less than 50%
GERY JOSEPH SADZEWICZ
Chief Compliance Officer
- CRD
- #1090963
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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DAVID GERALD CHANDIK
Portfolio Analyst
- CRD
- #5811197
JACOB EVANS HAMPTON
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- CRD
- #8258175
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,783,215 | $386,699 |
| Non-Discretionary | $71,060,098 | $490,070 |
| Total | $187,843,313 | $420,231 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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