Potomac Asset Management Co Inc - Assets, Funds, Holdings
Potomac Asset Management Co Inc
CRD # 105730 SEC # 801-16383 CIK # AUM
Employees
6 (33% Investors, 17% Brokers)
Fees Minimum
Phone 301-695-9229 Address 5 South Market Street Source
[IAPD]
[Website]
Total AUM ($M)
250 200 150 100 50 0 2001 2009 2017 2025
AUM Breakdown
Accounts
AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)
(b) Individuals (high net worth individuals)
(c) Banking or thrift institutions
(d) Investment companies
(e) Business development companies
(f) Pooled investment vehicles
(g) Pension and profit sharing plans
(h) Charitable organizations
(i) State or municipal government entities
(j) Other investment advisers
(k) Insurance companies
(l) Sovereign wealth funds and foreign official institutions
(m) Corporations or other businesses not listed above
(n) Other
Total
By Discretionary
Discretionary
Non-Discretionary
Total
By Non-United States Persons
Non-United States Persons
United States Persons
Total
Firm Profile (Form ADV) Discretionary AUM $0.1B Serves Institutional, Retail Fund Types Private Equity
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