PACTOLUS CAPITAL PARTNERS
C0
CRD 7518
AUM
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Est. Revenue
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@ 1% on AUM
Est. EBITDA
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@ 30% margin
Est. Deal Value
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@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
PACTOLUS CAPITAL PARTNERS
CRD
7518
SEC file #
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EIN
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DBA names
Dfp Equities, Inc.Pactolus Securities, LlcPactolus Capital Partners
Economics
AUM
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AUM band
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AUM trajectory
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Client mix
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Operations
Employees (total)
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Advisory staff (per ADV)
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Advisory staff (5-yr trend)
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Primary office
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Branches
| Count | 2 |
Custodian & Brokerage
Primary custodian
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Services offered
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Fee basis
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Filings
Latest ADV filing
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ADV-W filed at
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Website
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Compliance
Disclosures (firm)
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Trademark
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Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (4)
Everything else we've pulled for this record, not yet curated into a section.