$107.0M Total AUM
$107.0M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
42 yrs Firm Age
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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Vertex
- Established Date
- 12-23-1983
- Office Locations
- 1
Office Locations
-- Chevy Chase MD
About Potomac Investment Company
Potomac Investment Properties is the Gewirz family’s multigenerational real estate investment and development platform in the Greater Washington, DC area. For nearly 90 years it has developed, owned, and operated multifamily, office, hotel, retail, parking and mixed-use assets—today controlling or invested in roughly 2,000 apartments, 2.1M sq ft of office, and 333 hotel keys—while pursuing land redevelopment opportunities.
Team overview
-- AVG AGE
$53.5M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
33.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
42yrs Firm Age
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Asset Classes
Vector Legacy oak Matrix
Client Personas
Bridge
Investment Vehicles
Vector north
Platform
Ember pioneer
Services
Bridge Glacier optima
Technology
Eagle
Owner & Executives
C
CAROL SCHWARTZ GREENWALD
Chief Compliance Officer, Consultant, Owner, President
- CRD
- #1207586
- Ownership
- 75% or more
(316) 801-3233
crest.summit@wavecapital.com
in linkedin.com/in/vector-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,972,702 | $2,609,090 |
| Non-Discretionary | $0 | -- |
| Total | $106,972,702 | $2,609,090 |
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Separately Managed Accounts
Total SMA Asset: $106,972,702
Equity - Exchange:
11.4% Cash:
25.1% Corporate - Investment Grade:
25.3% Municipal Bonds:
11.4% Public Funds:
26.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $388,273,149 | 11.4% |
| Cash | $854,882,108 | 25.1% |
| Corporate - Investment Grade | $861,693,918 | 25.3% |
| Municipal Bonds | $388,273,149 | 11.4% |
| Public Funds | $912,782,489 | 26.8% |
| Total | $3,405,904,813 | 100.0% |