Observations
- Millionaire
Estimated Net Worth
- $15.1 M - $52.7 M
Salary
- Unknown
Employment
- Started 02/09/2022
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
# | Source | City | Duties |
|---|---|---|---|
1 | New York, New York | Legal Services | |
2 | New York, New York | Legal Services | |
3 | New York, New York | Legal Services (as an expert witness) | |
4 | New York, New York | Legal Services | |
5 | Waco, Texas | Legal Services for the Committee of Unsecured Creditors | |
6 | New York, New York | Legal Services | |
7 | New York, New York | Legal Services | |
8 | Sagaponic, New York | Legal Services | |
9 | Summit, New Jersey | Legal Services | |
10 | New York, New York | Legal Services |
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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