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WEST POTOMAC CAPITAL LLC

ARLINGTON, VA · CRD 309094 · IAPD ↗ · westpotomaccap.com · 703-850-5533

$5.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2024 — WEST POTOMAC CAPITAL LLC (ARLINGTON, VA) left the SEC roster (was $5.3M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
April 2024 — WEST POTOMAC CAPITAL LLC reported RAUM down 100% ($2.55B -> $5.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2024 — WEST POTOMAC CAPITAL LLC now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.