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Changewave Capital Management LLC (Potomac)


Changewave Capital Management LLC is a large advisory firm based in Potomac. It manages $30 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.

Changewave Capital Management provides portfolio management for investment companies and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Changewave Capital Management: assets under management

The assets under management (AUM) of Changewave Capital Management LLC is $30 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $30 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Changewave Capital Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Potomac

The principal office where Changewave Capital Management LLC performs its advisory services is located at 7811 Montrose Road, Potomac, MD 20854, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 301-340-7788 EXT:1059 or by fax 301-340-0679. The normal business hours are 9:00am-5:30pm on Monday - Friday.


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