Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $8.9 M - $34.9 M
Salary
  • salary
    Unknown
Employment
  • Started 01/03/2022

Financial Disclosure Details - OGE Form 278e (01/31/2022)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
The Pelosi Ziblatt Law Group, Inc.
San Francisco, California
Chief Executive Officer
12/2021
2
The Pelosi Law Group, Inc.
San Francisco, California
CEO/President and Secretary and Sole Director
7/2021
3
Jobs and Housing Coalition
Oakland, California
Chair
12/2021
4
San Francisco, California
Executive Committee
12/2021

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
The Pelosi Ziblatt Law Group, Inc. (law firm)
Salary
$75,000
2
The Pelosi Ziblatt Law Group, Inc., Uncollected Billables
$50,001 - $100,000
None (or less than $201)
3
The Pelosi Law Group, Inc. (law firm)
Salary
$70,091
4
The Pelosi Law Group, Inc., Uncollected Billables
$15,001 - $50,000
None (or less than $201)
5
The Pelosi Law Group, Inc., Bank Balance
$50,001 - $100,000
6
Pelosi Law Group Solo K
6.1
Premier Cash Sweep
None (or less than $1,001)
None (or less than $201)
6.2
Schwab International Index Fund
$100,001 - $250,000
None (or less than $201)
7
Alexis Pelosi Rollover IRA
7.1
Ishares ESG Aware MSCI EM ETF
$50,001 - $100,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
The Pelosi Ziblatt Law Group, Inc.
San Francisco, California
The Pelosi Ziblatt Law Group, Inc.: Profit sharing agreement for work done or originated before December 31, 2021 shall be distributed on April 1, 2022, July 1, 2022 and October 1, 2022.
8/2021
2
The Pelosi Law Group, Inc.
San Francisco, California
The Pelosi Law Group, Inc.: Compensation agreement for uncollected invoices for time billed before August 1, 2021.
8/2021
3
The Pelosi Law Group, Inc.
San Francisco, California
The Pelosi Law Group, Inc.: Compensation agreement for payments on work completed and invoiced before August 1, 2021 and not yet distributed.
9/2011
4
Pelosi Law Group
San Francisco, California
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2013
5
Pelosi Law Group
San Francisco
I will continue to participate in this defined contribution plan, but the plan sponsor no longer makes contributions.
9/2013

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
1
The Pelosi Ziblatt Law Group, Inc.
San Francisco, California
Attorney providing legal services to clients related to land use and entitlements in Northern California. Responsible for administrative oversight and management of firm.
2
The Pelosi Law Group, Inc.
San Francisco, California
Attorney providing legal services to clients related to land use and entitlements in Northern California. Responsible for administrative oversight and management of firm.
3
1525 Pine Street Dev LLC
San Francisco, California
Legal services
4
469 Stevenson Property Owners, LLC
San Francisco, California
Legal services
5
19th and Broadway Associates, LLC
San Francisco, California
Legal services
6
851 California, LLC
Beverly Hills, California
Legal services
7
Canakkale, LLC
San Francisco, California
Legal services
8
City Storage Systems, LLC
Los Angeles, California
Legal services
9
DM Development
San Francisco, California
Legal services
10
Art Campus Holdings LLC
San Francisco, California
Legal services

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
The Pelosi Law Group, Inc. (Law Firm)
salary
2
The Pelosi Ziblatt Law Group, Inc. (Law Firm)
salary
3
Restore Utah GP I, LLC (Real Estate Investments)
partnership share
4
Restore Utah GP II, LLC (Real Estate Investments)
partnership share
5
Rize Homesource LLC (Real Estate Property Management)
consulting fees
6
Restore Utah Construction LLC (Construction)
partnership share
7
Urbanite Capital LLC (Real Estate Brokerage)
consulting fees
8
Restore Utah GP I, LLC - Single Family Residential Portfolio
$1,000,001 - $5,000,000
9
Restore Utah GP II, LLC - Multi-Family Residential Portfolio
$1,000,001 - $5,000,000
10
The Pelosi Law Group, Inc. Defined Benefit Plan, defined benefit plan

Other Assets and Income

#
Description
Value
Type
Amount
1
Equity Estates Fund II LLC
$100,001 - $250,000
None (or less than $201)
2
Equity Estates Fund V LLC
$100,001 - $250,000
None (or less than $201)
3
Tales, Inc. - Private Company
$50,001 - $100,000
None (or less than $201)
4
Broadway Grand Retail Investors LLC
$100,001 - $250,000
None (or less than $201)
5
450 O'Farrell Partners, LLC
$15,001 - $50,000
None (or less than $201)
6
Alameda LM, LLC - Real Estate Investments
$250,001 - $500,000
None (or less than $201)
7
Brokerage Account - Cash and Cash Investments
$1,000,001 - $5,000,000
8
First Republic Bank (San Francisco, California) (FRC)
$15,001 - $50,000
9
First Republic Bank (San Francisco, California) (FRC)
$50,001 - $100,000
10
First Republic Bank (San Francisco, California) (FRC)
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Schwab Pledged Asset Line
$250,001 - $500,000
2022
revolving

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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