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Potomac River Capital LLC (Washington)


Potomac River Capital LLC is a large advisory firm based in Washington. It manages $1.05 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of District of Columbia.

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Potomac River Capital provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Potomac River Capital: assets under management

The assets under management (AUM) of Potomac River Capital LLC is $1.05 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 362% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.05 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $149.31 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Potomac River Capital LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Washington

The principal office where Potomac River Capital LLC performs its advisory services is located at 1750 K Street Nw, Washington, DC 20006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 202-747-7255 or by fax 202-318-3080. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at potomacriverfund.com.


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