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Pactolus Private Wealth Management
Pactolus Private Wealth Management was established in 2011 by Alan Harter. The firm serves entrepreneurial families and maintains a parent holding structure...
Overview
Pactolus Private Wealth Management was established in 2011 by Alan Harter. The firm serves entrepreneurial families and maintains a parent holding structure through Pactolus Holdings LLC. Harter previously worked at Morgan Stanley Smith Barney. Pactolus deploys capital through direct co-investments, SPVs, private equity, and real estate. Confirmed positions include Hamilton Lakes Investment in Itasca, Illinois, East Village Real Estate Project in New York, New York, and Kilroy Realty co-investments. The firm operates across North America and participates in Tiger 21. The firm maintains relationships with All Ages Read Together, Northern Virginia Family Services, and Young Audiences of Virginia. Alan Harter serves as a judge for the SIFMA Foundation InvestWrite program.
General information
Firm type
Multi Family Office
Year founded
2011
Location
Region
North America
Country
United States
City
Vienna
Corporate office
Vienna, VA, United States
Principals
Alan Harter
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Pactolus Private Wealth Management?
Alan Harter serves as Founder and CEO and leads investment decisions.
How is Pactolus Private Wealth Management structured relative to its clients?
The firm operates as a multi-family office and aligns its principals' capital alongside client families.
What asset classes does Pactolus Private Wealth Management target?
Pactolus targets direct co-investments, SPVs, private equity, and real estate.
Does Alan Harter maintain external professional affiliations?
Harter participates in Tiger 21 and judges the SIFMA Foundation InvestWrite program.
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