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RIA / WealthPrivate fundprivate equity fund3(c)(1)

POTOMAC ENERGY FUND II, L.P.

advised by POTOMAC ASSET MANAGEMENT CO INC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b1ea6f2f-66a0-2972-a03a-d1642dc85e28

Data as of Sep 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 1
Observed: Mar 5, 2014 to Sep 29, 2017
9 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Potomac Energy Fund II, L.P.

Private equity fund · shared adv fund id

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Adviser: POTOMAC ASSET MANAGEMENT CO INCCRD 105730
Fund type: Private Equity Fund
Latest reported GAV: $7.8Mgross asset value on Schedule D 7.B(1), as of 2017-09-29; never fund size
Peak reported GAV: $20.3M
Beneficial owners: 2
Minimum investment: $5.0M
Owned by the adviser: 100%
Owned by funds of funds: 0%
Owned by non-US persons: 0%
Clients solicited: yes
Form D file number: 021-192636an SEC offering identifier; the Form D vehicle on the venture or private equity graph is linked above when the identity layer has it
Organised in: Delaware, United States
First reported: Mar 5, 2014
Last reported: Sep 29, 2017fund reporting on the SEC extract ends 2024-12-31
Filings reporting it: 9
Fund id: 805-3628709508

Reported gross asset value by filing

each Schedule D 7.B(1) row as filed; GAV is gross asset value, never fund size

Filed	GAV	Owners	Minimum	Adviser owns	Audited	Name as filed
Sep 29, 2017	$7.8M	2	$5.0M	100.0%	yes	POTOMAC ENERGY FUND II, L.P.
Jun 8, 2017	$7.8M	2	$5.0M	100.0%	yes	POTOMAC ENERGY FUND II, L.P.
Apr 4, 2016	$20.3M	2	$5.0M	100.0%	yes	POTOMAC ENERGY FUND II, L.P.
Mar 19, 2015	$20.3M	2	$5.0M	100.0%	yes	POTOMAC ENERGY FUND II, L.P.
Nov 18, 2014	$20.3M	2	$5.0M	100.0%	yes	POTOMAC ENERGY FUND II, L.P.
Oct 1, 2014	$20.3M	2	$5.0M	100.0%	yes	POTOMAC ENERGY FUND II, L.P.
Oct 1, 2014	$20.3M	2	$5.0M	100.0%	yes	POTOMAC ENERGY FUND II, L.P.
Mar 6, 2014	$20.3M	2	$5.0M	100.0%	yes	POTOMAC ENERGY FUND II, L.P.
Mar 5, 2014	$20.3M	2	$5.0M	100.0%	yes	POTOMAC ENERGY FUND II, L.P.

Custodians

Schedule D 7.B(1) question 25, as filed

Custodian	Legal name	City	State	Country	Related person	SEC number
SILICON VALLEY BANK	SILICON VALLEY BANK	Newton	Massachusetts	United States	no	n/a

Relationships

Advises (1)

← POTOMAC ASSET MANAGEMENT CO INCRegistered adviserPrivate Equity Fund, IA
Mar 5, 2014 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1ea6f2f-66a0-2972-a03a-d1642dc85e28
First observed: Mar 5, 2014
Last observed: Sep 29, 2017 109 months ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

POTOMAC ENERGY FUND II, L.P.

advised by POTOMAC ASSET MANAGEMENT CO INC

Delaware, United States

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b1ea6f2f-66a0-2972-a03a-d1642dc85e28

Data as of Sep 29, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:30 AM UTC and rebuilt at most every 15 minutes.

Filed

GAV

Owners

Minimum

Adviser owns

Audited

Name as filed

Sep 29, 2017

$7.8M

$5.0M

100.0%

yes

POTOMAC ENERGY FUND II, L.P.

Jun 8, 2017

$7.8M

$5.0M

100.0%

yes

POTOMAC ENERGY FUND II, L.P.

Apr 4, 2016

$20.3M

$5.0M

100.0%

yes

POTOMAC ENERGY FUND II, L.P.

Mar 19, 2015

$20.3M

$5.0M

100.0%

yes

POTOMAC ENERGY FUND II, L.P.

Nov 18, 2014

$20.3M

$5.0M

100.0%

yes

POTOMAC ENERGY FUND II, L.P.

Oct 1, 2014

$20.3M

$5.0M

100.0%

yes

POTOMAC ENERGY FUND II, L.P.

Oct 1, 2014

$20.3M

$5.0M

100.0%

yes

POTOMAC ENERGY FUND II, L.P.

Mar 6, 2014

$20.3M

$5.0M

100.0%

yes

POTOMAC ENERGY FUND II, L.P.

Mar 5, 2014

$20.3M

$5.0M

100.0%

yes

POTOMAC ENERGY FUND II, L.P.

Custodian

Legal name

City

State

Country

Related person

SEC number

SILICON VALLEY BANK

Newton

Massachusetts

United States

n/a