Investment adviser · CRD 105413
POTOMAC
Investment adviser filing (IA)
POTOMAC FUND MANAGEMENT INC
BETHESDA, MD, United States · Form ADV filed May 27, 2026
- Regulatory AUM
- $3.28B Form ADV · Item 5.F
- Client accounts
- 2,385 Accounts, not individual clients
- Employees
- 36 Reported in this filing
- Advisory professionals
- 27 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 4 | $3,100,201,915 | 94.6% |
| High-net-worth individuals | 120 | $88,940,912 | 2.7% |
| Individuals | 1,137 | $87,972,445 | 2.7% |
Filing source
Form ADV 2108723 · May 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 27, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management
Compensation
Percentage of assets
Principal office
7373 WISCONSIN AVE., SUITE #750BETHESDA, MD, 20814, United States
CRD 105413
Filing source
Form ADV 2108723 · May 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.