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New Potomac Partners LLC

CRD 170061SEC# 801-80463North Bethesda, MD
Export (members)
No longer SEC-registered. New Potomac Partners LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$59.3M
Employees
2
Accounts
69
Location
North Bethesda, MD

New Potomac Partners LLC assets under management

New Potomac Partners LLC is an investment advisory firm registered with the SEC based in North Bethesda, MD. It reports $59.3 million in regulatory assets under management and employs 2 people.

New Potomac Partners LLC owners & executives

2 reported
NameTitleOwnershipSince
David Lawrence Straus ControlManaging Member/Cco50-75%2014
Robin Anne Mitler ControlMember25-50%2014

Frequently asked questions

How much does New Potomac Partners LLC manage?

New Potomac Partners LLC reports $59.3 million in regulatory assets under management on its Form ADV.

How many employees does New Potomac Partners LLC have?

New Potomac Partners LLC reports 2 employees.

Where is New Potomac Partners LLC located?

New Potomac Partners LLC is based in North Bethesda, MD.

Does New Potomac Partners LLC disclose fund performance?

New Potomac Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address909 Rose Ave, Suite 400, North Bethesda, MD 20852
Office hoursAppointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary$51M
Non-discretionary$8.3M
Total (RAUM)$59.3M