Observations
  • Millionaire
Estimated Net Worth
  • estimated net worth
    $15.1 M - $52.7 M
Salary
  • salary
    Unknown

Financial Disclosure Details - OGE Form 278e (06/10/2021)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
New York, New York
Partner
Present
2
New York, New York
Director
Present
3
White Plains, New York
Director
Present
4
Washington, District of Columbia
Director
Present
5
New York, New York
President
Present
6
Annapolis, Maryland
Vice President
Present
7
Washington, District of Columbia
Member, Board of Visitors
Present
8
Washington, District of Columbia
Counselor
Present
9
New York, New York
Managing Member
Present
10
Bronxville, New York
Managing Member
Present

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Kramer Levin Naftalis & Frankel LLP (law firm)
Partnership Share
$4,080,201
2
Kramer Levin Naftalis & Frankel LLP (law firm)
Bonus
$25,000
3
Kramer Levin Naftalis & Frankel LLP capital account
$1,000,001 - $5,000,000
None (or less than $201)
4
Kramer Levin Naftalis & Frankel LLP (law firm) anticipated partnership share
$1,000,001 - $5,000,000
None (or less than $201)
5
IRA
5.1
Invesco AMT Municipal Fund CMFYX
$100,001 - $250,000
None (or less than $201)
5.2
Calamos Mkt Neutral Fund CMNIX
$100,001 - $250,000
None (or less than $201)
5.3
Columbia Total Return Bond Fund SRBFX
$100,001 - $250,000
None (or less than $201)
5.4
Columbia Mortgage Opportunity Fund CLMZX
$100,001 - $250,000
None (or less than $201)
5.5
Fidelity Adv Total Return Bond Fund FEPIX
$100,001 - $250,000
None (or less than $201)

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
New York, New York
Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive my final partnership share distribution before I assume the duties of General Counsel, less a reserve for the firm to make payments to the firm’s 401(k), profit sharing plan, and cash balance pension plan (which will be calculated after the firms fiscal year ends on September 30, 2021). Any unused reserve will be paid to me no later than June 2022.
12/2013
2
New York, New York
Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive a lump-sum payment of my capital account. This payment will be calculated as of the date of my withdrawal.
12/2013
3
New York, New York
I will continue to participate in this defined contribution plan. Other than a mandatory payment that must be contributed to this plan because I was an equity partner in 2021, the plan sponsor will not make further contributions after my separation. As noted in item 1 above, that contribution will be made with funds withheld from my final partnership distribution.
12/2013
4
New York, New York
I will continue to participate in this defined contribution plan. Other than a mandatory payment that must be contributed to this plan because I was an equity partner in 2021, the plan sponsor will not make further contributions after my separation. As noted in item 1 above, that contribution will be made with funds withheld from my final partnership distribution.
12/2013
5
New York, New York
Pursuant to the partnership agreement, following my withdrawal from the firm, I will receive reimbursements of my decreasing share of this account over time, with the final refund paid no later than July 2023 if I withdraw from the partnership before October 1, 2021, or July 2024 if I remain at the firm after October 1, 2021.
12/2013
6
Sun Valley, Idaho
Agreement to serve on the Board of Directors starting in August 2021.
4/2021
7
New York, New York
This plan currently has no value. Other than a mandatory payment that must be contributed to this plan because I was an equity partner in 2021, the firm will not make further contributions after my separation. As noted in item 1 above, that contribution will be calculated after the firm's fiscal year closes on September 30, 2021, and will be made with funds withheld from my final partnership distribution.
12/2013

Sources of Compensation Exceeding $5,000 in a Year

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
"This is Spinal Tap", Universal Studios (value not readily ascertainable), royalty payments
None (or less than $201)
2
"Rockford Files", Universal Studios (value not readily ascertainable), royalty payments
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
U.S. brokerage account #1 (current)
1.1
CALAMOS MARKET NEUTRAL INCOME CL I (CMNIX)
$100,001 - $250,000
$5,001 - $15,000
1.2
AMANA GROWTH INVESTOR CL (AMAGX)
$500,001 - $1,000,000
$15,001 - $50,000
1.3
CALAMOS MARKET NEUTRAL INCOME CL I (CMNIX)
$500,001 - $1,000,000
$2,501 - $5,000
1.4
CALVERT SHORT DURATION INCOME CL I (CDSIX)
$100,001 - $250,000
$2,501 - $5,000
1.5
U.S. sweep account (cash)
$100,001 - $250,000
None (or less than $201)
1.6
COLUMBIA MORTGAGE OPPTYS INSTL CL (CLMZX)
$100,001 - $250,000
$5,001 - $15,000
1.7
COLUMBIA TOTAL RETURN BOND INSTL CL (SRBFX)
$100,001 - $250,000
$5,001 - $15,000
1.8
DELAWARE TAX FREE NEW YORK INSTL CL (DTNIX
$15,001 - $50,000
$15,001 - $50,000
1.9
FIDELITY ADVISOR TOTAL BOND CL I (FEPIX)
$100,001 - $250,000
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
Nothing reported in this section

Liabilities

#
Creditor
Amount
Incurred
Term
1
Ameriprise Financial
$100,001 - $250,000
2020
Indefinite
2
Citibank
$100,001 - $250,000
2019
Revolving
3
Citibank
$100,001 - $250,000
2020
Revolving
4
Citibank
$15,001 - $50,000
2020
Revolving
5
Citibank
$50,001 - $100,000
2021
Revolving

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
1
9
Non-operating LLC. Filer is co-owner by virtue of his 50% ownership of Barryroe LLC, which owns 40% of BlackRobe.
1
10
Filer owns 50% of this LLC, which owns 40% of BlackRobe Capital Partners LLC.
2
6
An account for federal enhanced payment deposits I have made over the years. This will be returned to me after I leave the firm, on a schedule TBD before my departure.
2
9
Filer is 50% owner of this LLC, but full value of this LLC's interests are reported.
2
9.1
Non-operating LLC. Barryroe LLC owns 40% of this entity.
2
9.1.1
Full value of this note is reported.
6
1.18
No longer held. This asset was divested shortly after submission of this report.
8
1
Paid in 2021
8
2
Paid in 2020
8
3
Paid in 2020

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