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Action Fund Management, LLC (Potomac)


Action Fund Management, LLC is an adviser based in Potomac. It manages $7 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2004.

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

Action Fund Management: assets under management

The assets under management (AUM) of Action Fund Management, LLC is $7 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $7 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $7 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Action Fund Management, LLC for their services and products based on a percentage of assets under management. 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 Action Fund Management, LLC performs its advisory services is located at 12309 Briarbush Lane, Potomac, MD 20854 1032, 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 301-258-2852 or by fax 301-330-3440. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.feafund.com.


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