WEST POTOMAC CAPITAL LLC
Adviser information for WEST POTOMAC CAPITAL LLC last updated from Form ADV on March 12th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 4 | $5.3M |
| Non-Discretionary | 0 | $0 |
| Total | 4 | $5.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $5.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-127050 |
|---|---|
| SEC ERA File Number | 801-127050 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309094 |
| Legal Entity Identifier | 84-4013572 |
Principal Office
4250 FAIRFAX DRIVESUITE 600
ARLINGTON
VA
United States
Monday - Friday, 09:00-17:00
Tel: 703-850-5533, Fax: None
Chief Compliance Officer
TREVOR MONTANO
4250 FAIRFAX DRIVE
SUITE 600
ARLINGTON
VA
United States
Tel:
703-850-5533
T*****@*****************M
(Full email address available in API data)
Industry Affiliates
| WPC FINANCIALS IMPACT I GP LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| WPC FINANCIALS IMPACT FUND I LP | PRIVATE CREDIT | $0.0M | $5.0M | 0 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Montano, Trevor | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 12/2019 | > 75% |