President, Chief Executive Officer, Co-Chief Investment Officer, Secretary · Potomac
Manish K. Khatta
CRD 4563404 · Named on Form ADV at one SEC-registered adviser
At a glance
Potomac, an SEC-registered asset manager based in Bethesda, MD with $3.3 billion in regulatory assets, lists Manish K. Khatta on its Form ADV as President, Chief Executive Officer, Co-Chief Investment Officer, Secretary, a control person.
Firms and roles
- PotomacPresident, Chief Executive Officer, Co-Chief Investment Officer, SecretaryAsset manager · Bethesda, MD · $3.3B in regulatory assets
AtlasMembers
Manish’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Jeffrey S. GoodnowChief Growth Officer, Potomac
- Christopher R. NortonChief Marketing Officer, Potomac
- Jeffrey M. SchroppChief Compliance Officer, Potomac
- William P. GrayChief Operating Officer, Potomac
- Daniel J. RussoCo-Chief Investment Officer, Potomac
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Manish’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.