RIA Intelligence

WEST POTOMAC CAPITAL LLC

CRD #309094 SEC #801-127050 ARLINGTON, VA 703-850-5533
SEC Registered Private Funds
Total AUM
$5.3M
Discretionary
$5.3M
Employees
3
Clients
--
Accounts
4

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 12, 2024
Branch Offices
0
LEI
84-4013572

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
Montano, TrevorIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
Montano, TrevorIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
Montano, TrevorIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
Montano, TrevorIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
Montano, TrevorIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
Montano, TrevorIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control
Montano, TrevorIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 12, 2024 REGISTERED

Notice Filings (1)

VA

Address

4250 FAIRFAX DRIVE
SUITE 600
ARLINGTON, VA 22203
United States
Phone: 703-850-5533