Investment adviser · CRD 309094

WEST POTOMAC CAPITAL LLC

Investment adviser filing (IA)

ARLINGTON, VA, United States · Form ADV filed Mar 12, 2024

Regulatory AUM: $5.29M
Client accounts: 4
Employees: 3
Advisory professionals: 3

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	Fewer than 5	$5,293,000	100.0%
Pooled investment vehicles	1	$0	0.0%

Filing source

Form ADV 1837320 · Mar 12, 2024 · 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

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

WPC FINANCIALS IMPACT FUND I LPOther Private Fund · Last reported Mar 12, 2024$0Gross asset value

No provider names available in this fund's imported disclosure.

Provider details

Annual audit: No
Prime brokers: No
Custodians: No
Administrator other than the adviser: No
External marketing: No

Fund details & source

Fund ID: 805-9829080689
Reported beneficial owners: 0
Minimum commitment: $5M

Form ADV 1837320 · Mar 12, 2024 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 12, 2024. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

4250 FAIRFAX DRIVE, SUITE 600
ARLINGTON, VA, 22203, United States

CRD 309094

Filing source

Form ADV 1837320 · Mar 12, 2024 · 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.