WEST POTOMAC CAPITAL LLC
  • WEST POTOMAC CAPITAL LLC

Adviser Profile

As of Date 05/25/2024
Registration status Terminated
ADV Location ARLINGTON, VA, United States
Contact Info 703 xxxxxxx
Websites
AUM* 5,293,000 -100%
of that, discretionary 5,293,000 100%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,323,250 -100%
% High Net Worth 80.00% 100%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

8B 7B 6B 5B 4B 2B 1B
2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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