New Potomac Partners LLC
CRD 170061SEC# 801-80463North Bethesda, MD
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| Name | Title | Ownership | Since |
|---|---|---|---|
| David Lawrence Straus Control | Managing Member/Cco | 50-75% | 2014 |
| Robin Anne Mitler Control | Member | 25-50% | 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
| Address | 909 Rose Ave, Suite 400, North Bethesda, MD 20852 |
| Office hours | Appointment Only |
| Discloses disciplinary history | No |
Regulatory AUM
$59.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$59.3Mregulatory AUM
Discretionary $51MNon-discretionary $8.3M