Alan M Leventhal
U.S. Ambassador to Denmark
Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $463.9 M - $1.5 B
Salary
  • salary
    Unknown
Employment
  • Started 06/15/2022

Financial Disclosure Details - OGE Form 278e (08/08/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Boston, Massachusetts
Chairman and Chief Executive Officer
Present
2
Boston, Massachusetts
Chairman and Chief Executive Officer
Present
3
Boston, Massachusetts
Chairman and Chief Executive Officer
Present
4
Boston, Massachusetts
Chairman and Chief Executive Officer
Present
5
Boston, Massachusetts
Chairman and Chief Executive Officer
Present
6
Boston, Massachusetts
Chairman and Chief Executive Officer
Present
7
Boston, Massachusetts
Chairman and Chief Executive Officer
Present
8
Boston, Massachusetts
Chairman and Chief Executive Officer
Present
9
Boston, Massachusetts
Chairman and Chief Executive Officer
Present
10
Boston, Massachusetts
Chairman and Chief Executive Officer
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Beacon Capital Partners, LLC 401(k) Plan – qualified retirement plan
1.1
Fidelity Government Cash Reserves (FDRXX)
$250,001 - $500,000
None (or less than $201)
1.2
Amazon.com Inc (AMZN)
$250,001 - $500,000
None (or less than $201)
1.3
Broadcom Inc COM (AVGO)
$1,000,001 - $5,000,000
None (or less than $201)
1.4
CITRIX SYS Inc COM (CTXS)
$100,001 - $250,000
None (or less than $201)
1.5
Conocophillips COM (COP)
$15,001 - $50,000
None (or less than $201)
1.6
EPAM SYS Inc COM (EPAM)
$500,001 - $1,000,000
None (or less than $201)
1.7
Home Depot Inc (HD)
$250,001 - $500,000
None (or less than $201)
1.8
LIVENT Corp COM (LTHM)
$100,001 - $250,000
None (or less than $201)
1.9
Mohawk Industries COM (MHK)
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Boston, Massachusetts
401(k) Plan – qualified retirement plan. I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation.
10/2001
2
Boston, Massachusetts
Upon confirmation, I will resign from my position as chief executive officer of Beacon Capital Partners LLC. I will retain a passive investment interest in the entity. During my appointment, I will not manage this entity or provide services material to the production of income. Instead, I will receive only passive investment income from it. Following my resignation from the company, I may enter into a separate agreement with Beacon Capital Partners LLC, and based on the prevailing market rate, to retain my current health insurance plan as well as my group medical plan, group dental plan, group vision, group term life and accidental death and dismemberment insurance program, long-term disability plan, and short- term disability plan..
12/2021

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
Boston, Massachusetts
Real estate investment management

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
IRA #1
1.1
ANGEL OAK MULTI-STRATEGY INCOME
$15,001 - $50,000
None (or less than $201)
1.2
CIBC ATLAS DISCIPLINED EQUITY FUND
$250,001 - $500,000
None (or less than $201)
1.3
CIBC ATLAS INCOME OPPORTUNITIES
$50,001 - $100,000
None (or less than $201)
1.4
CIBC ATLAS MID CAP EQUITY FUND INST
$100,001 - $250,000
None (or less than $201)
1.5
JPMORGAN CHASE & CO ALERIAN MLP
$15,001 - $50,000
None (or less than $201)
1.6
JPMORGAN MID CAP VALUE FUND CL L
$100,001 - $250,000
None (or less than $201)
1.7
MATTHEWS PACIFIC TIGER FUND
$15,001 - $50,000
None (or less than $201)
1.8
MFS INSTITUTIONAL INTERNATIONAL
$1,001 - $15,000
None (or less than $201)
1.9
MFS MUNICIPAL HIGH INCOME FUND CL I
$15,001 - $50,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Brokerage Account #1
1.1
US BANK ACCOUNT (cash)
$15,001 - $50,000
None (or less than $201)
1.2
ANGEL OAK MULTI-STRATEGY INCOME
$15,001 - $50,000
$201 - $1,000
1.3
CIBC ATLAS DISCIPLINED EQUITY FUND
$250,001 - $500,000
None (or less than $201)
1.4
CIBC ATLAS INCOME OPPORTUNITIES
$15,001 - $50,000
$201 - $1,000
1.5
CIBC ATLAS MID CAP EQUITY FUND INST
$100,001 - $250,000
None (or less than $201)
1.6
IPATH SELECT MLP ETN
$15,001 - $50,000
Dividends
$201 - $1,000
1.7
JACKSON SQUARE LARGE-CAP GROWTH FUND
$250,001 - $500,000
$15,001 - $50,000
1.8
JPMORGAN MID CAP VALUE FUND CL L
$100,001 - $250,000
None (or less than $201)
1.9
MAINSTAY EPOCH GLOBAL EQUITY YIELD
$15,001 - $50,000
$201 - $1,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
CIBC Bank USA
$5,000,001 - $25,000,000
2021
30 Years
2
Trust #10
$5,000,001 - $25,000,000
2020
9 Years
3
Trust #1
$5,000,001 - $25,000,000
2021
6 Months
4
Trust #1
$5,000,001 - $25,000,000
2017
On Demand
5
Two Canal Guarantor LLC
$5,000,001 - $25,000,000
2018
On Demand

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
251
(unfunded)
1
252
(unfunded)
1
253
(unfunded)
1
254
(unfunded)
6
43.1.279
Holdings also include financial interests in residential mortgage backed securities, private debt (Anguilla), bank debt, Merril Lynch alternative note assets. Filer has provided all information filer has access to.
6
43.1.293.1
U.S. - Common Stock - develops software and manufactures, licenses, and supports computer software products for hospitals, ambulatory care centers, physicians, and home health organizations.
6
43.1.293.2
Filer has provided all information filer has access to.
6
43.1.304
Filer has provided all information filer has access to for the underlying holdings.
6
43.1.305.1.1
Common Stock - North America's largest specialty provider of arts, crafts, framing, floral, wall décor, and seasonal merchandise for Makers and do-it-yourself home decorators.
6
43.1.305.2.1
Common Stock - North America's largest specialty provider of arts, crafts, framing, floral, wall décor, and seasonal merchandise for Makers and do-it-yourself home decorators.

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