POTOMAC ASSET MANAGEMENT CO INC

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Adviser Profile
As of Date 09/29/2017
Adviser Type - Large advisory firm
Number of Employees 6
of those in investment advisory functions 2
Registration SEC, Approved, 08/21/1981
AUM* 114,264,799 -51.87%
of that, discretionary 114,264,799 -51.87%
Private Fund GAV* 40,253,570
Avg Account Size 7,141,550 -45.85%
SMA’s No
Private Funds 2
Contact Info 301 xxxxxxx

Client Types

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

237M 203M 170M 136M 102M 68M 34M
2015 2016 2017
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count2 GAV$40,253,570

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