Observations
- Millionaire
Estimated Net Worth
- $8.9 M - $34.9 M
Salary
- Unknown
Employment
- Started 01/01/2023
Records
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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