Observations
- Millionaire
Estimated Net Worth
- $90.6 M - $359.3 M
Salary
- Unknown
Employment
- 05/25/2022 - 01/18/2017
Financial Disclosure Details - OGE Form 278e (08/11/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | New York, New York | Chairman of the Board | Present | |
2 | Washington, District of Columbia | Member, Board of Trustees | Present | |
3 | Harvard Kennedy School John F. Kennedy School of Government | Cambridge, Massachusetts | Member of Visiting Committee, Executive Committee | Present |
4 | Memorial Sloan Kettering Cancer Center | New York, New York | Member of the Board of Overseers and Managers | Present |
5 | Washington, District of Columbia | Member, Trustee Advisory Board | Present | |
6 | Washington, District of Columbia | Member, Board of Directors | Present | |
7 | Sciences Po American Foundation | Paris, Outside U.S. | Member, Board of Directors | Present |
8 | The Katherine Hartley Schlosstein 2017 Trust | New York, New York | Trustee | Present |
9 | The James Michael Schlosstein 2017 Trust | New York, New York | Trustee | Present |
10 | The Schlosstein Hartley Family Foundation | New York, New York | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | IRA #1 | |||
1.1 | Netflix Com Inc (NFLX) | $500,001 - $1,000,000 | None (or less than $201) | |
1.2 | Walmart Common Stock (WMT) | $100,001 - $250,000 | None (or less than $201) | |
1.3 | U.S. bank (Cash) | $250,001 - $500,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 | IRA #1 | |||
1.1 | U.S. bank (Cash) | None (or less than $1,001) | None (or less than $201) | |
1.2 | BlackRock Global Allocation Fund Class A (MDLOX) | Over $1,000,000 | None (or less than $201) | |
2 | Evercore Partners Services East LLC (Salary) (underlying assets of this company listed under line 7.2.1) | Salary and bonus | ||
3 | Evercore Partners Limited - Unvested Restricted Stock Units | Over $1,000,000 | None (or less than $201) | |
4 | Evercore Partners Limited - Deferred cash dividend equivalent payments | $250,001 - $500,000 | Cash payments | $274,802 |
5 | U.S. brokerage acct #1 | |||
5.1 | Evercore Inc (EVR) | Over $1,000,000 | Dividends Capital Gains | Over $1,000,000 |
6 | Trust #1 | |||
6.1 | U.S. brokerage acct #2 |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | U.S. brokerage acct #1 | |||
1.1 | Amazon.com Inc (AMZN) | $1,000,001 - $5,000,000 | None (or less than $201) | |
1.2 | Apple Inc. (AAPL) | $1,000,001 - $5,000,000 | Dividends | $5,001 - $15,000 |
1.3 | PayPal Holdings Inc Com (PYPL) | $500,001 - $1,000,000 | None (or less than $201) | |
1.4 | Walmart Inc Common Stock (WMT) | $250,001 - $500,000 | Dividends | $5,001 - $15,000 |
1.5 | Alibaba Group Holding LTD Sponsored ADR (BABA) | None (or less than $1,001) | Capital Gains | $100,001 - $1,000,000 |
1.6 | Tencent Holdings Limited Unsponsored ADR Representing B Shares (TCEHY) | None (or less than $1,001) | Dividends Capital Gains | $100,001 - $1,000,000 |
1.7 | Peloton Interactive Inc. (PTON) | $100,001 - $250,000 | None (or less than $201) | |
1.8 | Uber Technologies Inc. (UBER) | $250,001 - $500,000 | None (or less than $201) | |
1.9 | U.S. brokerage (Cash) | $500,001 - $1,000,000 | None (or less than $201) |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
7.2.1.8 | Investment Management Holding GP LLC (General Partner) | |||
7.2.1.8.1 | ABS Investment Management LLC (Registered Investment Advisor) (Investment banking advisory) | |||
7.2.1.9 | Luminis Holdings Pty Ltd (Australia) (Holding company) | |||
7.2.1.9.1 | Luminis Partners Pty Ltd (Australia) (Investment banking advisory) | |||
7.3 | Evercore Trust Company, N.A. (OCC Registered) (Non-depository OCC-chartered trust company) | |||
7.4 | Evercore Partners Canada Ltd (Investment banking advisory) | |||
7.5 | Evercore Holdings Ltd (Holding company) | |||
7.5.1 | Evercore Partners Limited (Holding company) | |||
7.5.1.1 | Evercore Group Services Limited (Service and employment vehicle) | |||
7.5.1.2 | Evercore Partners International LLP (FCA Registered) (Investment banking advisory) |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | City National Bank | $500,001 - $1,000,000 | 2003 | 1/1/2049 |
2 | Rockefeller Capital Management Margin on JDH x069 | $100,001 - $250,000 | 2021 | on demand |
3 | BlackRock Private Opportunities Fund II LP (RLS) | $100,001 - $250,000 | 2007 | on demand |
4 | Centerbridge Capital Partners Strategic LP (RLS) | $50,001 - $100,000 | 2006 | on demand |
5 | General Atlantic Investment Partners 2017 LP (RLS) | $1,000,001 - $5,000,000 | 2017 | on demand |
6 | General Atlantic Investment Partners 2017 LP (Jane) | $1,000,001 - $5,000,000 | 2017 | on demand |
7 | Glisco Capital Partners III LP (RLS) | $50,001 - $100,000 | 2012 | on demand |
8 | Insight Venture Partners Fund X LP (JDH) | $15,001 - $50,000 | 2019 | on demand |
9 | Insight Venture Partners Fund X Follow-On Fund LP (JDH) | $1,000,001 - $5,000,000 | 2021 | on demand |
10 | Limau Asia Holdings Ltd. Project Lime (RLS) | $50,001 - $100,000 | 2019 | on demand |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
6 | 28.2 | RPI US went public in 2020 and became Royal Pharma. RPI US had income during reporting period. |
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