NEW POTOMAC PARTNERS LLC
CRD #170061 SEC #801-80463 NORTH BETHESDA, MD 240-253-4280
SEC Registered
Total AUM
$59.3M
Discretionary
$51M
Employees
2
Clients
10
Accounts
69
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $59.3M | $51M | $8.3M | 2 | 40 |
| Dec 2024 | $210.8M | $198.4M | $12.4M | 3 | 3 |
| Oct 2024 | $210.8M | $198.4M | $12.4M | 3 | 3 |
| Feb 2024 | $210.8M | $198.4M | $12.4M | 3 | 3 |
| Dec 2023 | $166.5M | $155.6M | $10.9M | 3 | 3 |
| May 2023 | $166.5M | $10.9M | $155.6M | 3 | 3 |
| Mar 2023 | $166.5M | $10.9M | $155.6M | 3 | 3 |
| Dec 2022 | $202.2M | $187.3M | $14.9M | 3 | 3 |
| Mar 2022 | $202.2M | $187.3M | $14.9M | 3 | 3 |
| Mar 2022 | $202.2M | $187.3M | $14.9M | 3 | 3 |
| Mar 2021 | $179.5M | $166.4M | $13.1M | 3 | 0 |
| Jun 2020 | $155.1M | $139.4M | $15.8M | 3 | 0 |
| Mar 2020 | $155.1M | $139.4M | $15.8M | 3 | 0 |
| Mar 2020 | $155.1M | $139.4M | $15.8M | 3 | 0 |
| Apr 2019 | $137.6M | $129.4M | $8.2M | 3 | 0 |
| Mar 2019 | $137.6M | $129.4M | $8.2M | 3 | 0 |
| Feb 2019 | $141.2M | $133.7M | $7.5M | 3 | 0 |
| Mar 2018 | $141.2M | $133.7M | $7.5M | 3 | 0 |
| Aug 2017 | $141.3M | $134M | $7.3M | 3 | 26 |
| Jun 2017 | $141.3M | $134M | $7.3M | 3 | 26 |
| Apr 2017 | $141.3M | $134M | $7.3M | 3 | 26 |
| Mar 2017 | $141.3M | $134M | $7.3M | 3 | 26 |
| Jan 2017 | $132.4M | $125.5M | $6.9M | 3 | 26 |
| Oct 2016 | $132.4M | $125.5M | $6.9M | 3 | 26 |
| Jun 2016 | $132.4M | $125.5M | $6.9M | 3 | 26 |
| Mar 2016 | $132.4M | $125.5M | $6.9M | 3 | 26 |
| Jun 2015 | $133.9M | $125.6M | $8.2M | 3 | 26 |
| Mar 2015 | $133.9M | $125.6M | $8.2M | 3 | 26 |
| Dec 2014 | $0 | $0 | $0 | 3 | 0 |
| Oct 2014 | $0 | $0 | $0 | 3 | 0 |
| Oct 2014 | $0 | $0 | $0 | 3 | 0 |
| Oct 2014 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$59.3M
Discretionary$51M
Non-Disc.$8.3M
Employees2
Clients40
DateDec 2024
Total AUM$210.8M
Discretionary$198.4M
Non-Disc.$12.4M
Employees3
Clients3
DateOct 2024
Total AUM$210.8M
Discretionary$198.4M
Non-Disc.$12.4M
Employees3
Clients3
DateFeb 2024
Total AUM$210.8M
Discretionary$198.4M
Non-Disc.$12.4M
Employees3
Clients3
DateDec 2023
Total AUM$166.5M
Discretionary$155.6M
Non-Disc.$10.9M
Employees3
Clients3
DateMay 2023
Total AUM$166.5M
Discretionary$10.9M
Non-Disc.$155.6M
Employees3
Clients3
DateMar 2023
Total AUM$166.5M
Discretionary$10.9M
Non-Disc.$155.6M
Employees3
Clients3
DateDec 2022
Total AUM$202.2M
Discretionary$187.3M
Non-Disc.$14.9M
Employees3
Clients3
DateMar 2022
Total AUM$202.2M
Discretionary$187.3M
Non-Disc.$14.9M
Employees3
Clients3
DateMar 2022
Total AUM$202.2M
Discretionary$187.3M
Non-Disc.$14.9M
Employees3
Clients3
DateMar 2021
Total AUM$179.5M
Discretionary$166.4M
Non-Disc.$13.1M
Employees3
Clients0
DateJun 2020
Total AUM$155.1M
Discretionary$139.4M
Non-Disc.$15.8M
Employees3
Clients0
DateMar 2020
Total AUM$155.1M
Discretionary$139.4M
Non-Disc.$15.8M
Employees3
Clients0
DateMar 2020
Total AUM$155.1M
Discretionary$139.4M
Non-Disc.$15.8M
Employees3
Clients0
DateApr 2019
Total AUM$137.6M
Discretionary$129.4M
Non-Disc.$8.2M
Employees3
Clients0
DateMar 2019
Total AUM$137.6M
Discretionary$129.4M
Non-Disc.$8.2M
Employees3
Clients0
DateFeb 2019
Total AUM$141.2M
Discretionary$133.7M
Non-Disc.$7.5M
Employees3
Clients0
DateMar 2018
Total AUM$141.2M
Discretionary$133.7M
Non-Disc.$7.5M
Employees3
Clients0
DateAug 2017
Total AUM$141.3M
Discretionary$134M
Non-Disc.$7.3M
Employees3
Clients26
DateJun 2017
Total AUM$141.3M
Discretionary$134M
Non-Disc.$7.3M
Employees3
Clients26
DateApr 2017
Total AUM$141.3M
Discretionary$134M
Non-Disc.$7.3M
Employees3
Clients26
DateMar 2017
Total AUM$141.3M
Discretionary$134M
Non-Disc.$7.3M
Employees3
Clients26
DateJan 2017
Total AUM$132.4M
Discretionary$125.5M
Non-Disc.$6.9M
Employees3
Clients26
DateOct 2016
Total AUM$132.4M
Discretionary$125.5M
Non-Disc.$6.9M
Employees3
Clients26
DateJun 2016
Total AUM$132.4M
Discretionary$125.5M
Non-Disc.$6.9M
Employees3
Clients26
DateMar 2016
Total AUM$132.4M
Discretionary$125.5M
Non-Disc.$6.9M
Employees3
Clients26
DateJun 2015
Total AUM$133.9M
Discretionary$125.6M
Non-Disc.$8.2M
Employees3
Clients26
DateMar 2015
Total AUM$133.9M
Discretionary$125.6M
Non-Disc.$8.2M
Employees3
Clients26
DateDec 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0