Adrian Saenz
Special Assistant to the President & Deputy Director for White House Office of Public Engagement (Departed Administration)
Estimated Net Worth
- $782 K - $2.7 M
Salary
- $130 K
Employment
- 01/20/2021 - 08/04/2022
Departed Administration
- Yes
Post Appointment Role
- Co-Founder and Partner (Conexión)
Financial Disclosure Details - OGE Form 278e (05/08/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 1/2021 | |
2 | Washington, District of Columbia | President/Partne r | 1/2021 | |
3 | Lewes, Delaware | President | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | New Paradigm Strategy Group (Public Affairs) | Salary/Bonus | $9,300 | |
2 | IRA #1 | |||
2.1 | HARTFORD CORE EQUITY FD - I | $1,001 - $15,000 | None (or less than $201) | |
2.2 | FEDERATED HERMES KAUFMANN SMALL CAP FD | $1,001 - $15,000 | None (or less than $201) | |
2.3 | PGIM JENNISON GLOBAL OPPORTUNITIES CL Z | $1,001 - $15,000 | None (or less than $201) | |
2.4 | NORTHERN MID-CAP INDEX PORTFOLIO | $15,001 - $50,000 | None (or less than $201) | |
2.5 | JPMORGAN EMERGING MARKETS EQUITY FUND (JEMSX) | $1,001 - $15,000 | None (or less than $201) | |
2.6 | ROYCE INT PREMIER FUND INV CL | $1,001 - $15,000 | None (or less than $201) | |
2.7 | PRINCIPAL GLOBAL REAL ESTATE SECURITIES (POSIX) | $1,001 - $15,000 | None (or less than $201) | |
2.8 | PIMCO INCOME I-2 | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | I received the balance of the 2020 annual year-end performance bonus owed to me. The balance was paid to me at the same time that current partners in the company receives the balance of bonus owed to them. The bonus amount was determined based on the company's standard formula and set in December 2020. | 3/2017 | |
2 | Washington, District of Columbia | I received a distribution from the company for the company's 2020 contribution to my 401(k). The amount was set in December 2020 using the same formula the company used for determining 2019 401(k) contributions. The distribution was made to me at the same time as distributions made to other plan participants. The company will make no further contributions. | 3/2017 | |
3 | Lewes, Delaware | This is a dormant company. During my government service, it will continue to remain dormant and will not advertise. | 7/2020 |
Sources of Compensation Exceeding $5,000 in a Year
# | Source | City | Duties |
|---|---|---|---|
Nothing reported in this section | |||
Spouse's Employment Assets & Income and Retirement Accounts
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Fifth Third Financial Corporation | salary, bonus | ||
2 | Fifth Third Bancorp, unvested restricted stock units | $100,001 - $250,000 | Dividend equivalent payments | |
3 | Fifth Third Bancorp 401(k) | |||
3.1 | JPMCB SmartRetirement DRE 2045 Fund-CF- A | $15,001 - $50,000 | None (or less than $201) | |
3.2 | SSgA Global All Cap Equity ex-US Index K | $1,001 - $15,000 | None (or less than $201) | |
3.3 | Victory Small Cap Value Collective 75 | $15,001 - $50,000 | None (or less than $201) | |
3.4 | State Street S&P Mid Cap Index NL Cl M | $1,001 - $15,000 | None (or less than $201) | |
3.5 | SSgA S&P 500 Index Fund Class K | $15,001 - $50,000 | None (or less than $201) | |
4 | Fifth Third Bancorp, stock | $15,001 - $50,000 | vested stock | |
5 | IRA #1 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Northwestern Mutual Investment Account | |||
1.1 | NORTHERN MID-CAP INDEX PORTFOLIO | $15,001 - $50,000 | None (or less than $201) | |
1.2 | BLACKROCK HEALTH SCI OPPS INST | $1,001 - $15,000 | None (or less than $201) | |
1.3 | Hartford Core Equity Fund Class I Shares (HGIIX) | $50,001 - $100,000 | None (or less than $201) | |
1.4 | FEDERATED HERMES KAUFMANN SMALL CAP FD | $1,001 - $15,000 | None (or less than $201) | |
1.5 | PGIM JENNISON GLOBAL OPPORTUNITIES CL Z | $15,001 - $50,000 | None (or less than $201) | |
1.6 | JPMorgan Emerging Markets Equity Fund Class I Shares (JEMSX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | BlackRock Health Sciences Opportunities Portfolio Institutional Shares (SHSSX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | ROYCE INT PREMIER FUND INV CL | $15,001 - $50,000 | None (or less than $201) | |
1.9 | PRINCIPAL GLOBAL REAL ESTATE SECURITIES (POSIX) | $1,001 - $15,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | St Str S&P MidCap Index NL Fd C | Sale | 12/03/2021 | $50,001 - $100,000 |
2 | St Str US Bond Index NL Fd C | Sale | 12/03/2021 | $1,001 - $15,000 |
3 | St Str International Index NL FD C | Sale | 12/03/2021 | $15,001 - $50,000 |
4 | ST Str Russell Sm Cp Ind NL Fd S | Sale | 12/03/2021 | $15,001 - $50,000 |
5 | St Str S&P 500 Index NL Fd N | Sale | 12/03/2021 | $100,001 - $250,000 |
6 | Avantis International Small Cap Value ETF (AVDV) | Purchase | 12/14/2021 | $15,001 - $50,000 |
7 | Avantis US Small Cap Value ETF (AVUV) | Purchase | 12/14/2021 | $1,001 - $15,000 |
8 | Baron Discovery Fund Institutional Class Shares (BDFIX) | Purchase | 12/14/2021 | $1,001 - $15,000 |
9 | BlackRock High Yield Bond Portfolio Institutional Shares (BHYIX) | Purchase | 12/14/2021 | $1,001 - $15,000 |
10 | Global X Copper Miners ETF (COPX) | Purchase | 12/14/2021 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
Nothing reported in this section | ||||
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
Nothing reported in this section | ||
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