Observations
- Millionaire
Estimated Net Worth
- $11.4 M - $40.6 M
Salary
- Unknown
Employment
- Started 12/17/2021
Financial Disclosure Details - OGE Form 278e (06/25/2021)
Positions Held Outside United States Government
# | Organization | City | Position | To |
---|---|---|---|---|
1 | City of Industry, California | Chair of Board of Directors | Present | |
2 | Boston, Massachusetts | Chair of Board of Directors | Present | |
3 | Wayland, Massachusetts | Trustee | Present | |
4 | Wayland, Massachusetts | Trustee | Present | |
5 | Wayland, Massachusetts | Trustee | Present |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
---|---|---|---|---|
1 | IRA | |||
1.1 | American Beacon AHL Managed Futures Strategy Fund Class Y Shares (AHLYX) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Blackstone Alternative Multi-Strategy Fund Class I Shares (BXMIX) | $1,001 - $15,000 | None (or less than $201) | |
1.3 | BNY Mellon International Stock Fund Class I Shares (DISRX) | $15,001 - $50,000 | None (or less than $201) | |
1.4 | ClearBridge Small Cap Growth Fund Class I Shares (SBPYX) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | Cohen & SteersGlobal Realty Shares, Inc Class I Shares (CSSPX) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Edgewood Growth Fund Institutional Class Shares (EGFIX) | $15,001 - $50,000 | None (or less than $201) | |
1.7 | GQG PartnersEmerging Markets Equity Fund Institutional Class Shares (GQGIX) | $1,001 - $15,000 | None (or less than $201) | |
1.8 | Hartford Dividend & Growth Fund Class I Shares (HDGIX) | $15,001 - $50,000 | None (or less than $201) | |
1.9 | Hartford Schroders Emerging Markets Equity Fund Class I Shares (SEMNX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
---|---|---|---|---|
1 | Cambridge, Massachusetts | I will continue to participate in this defined contribution plan. Neither I nor the plan sponsor will make further contributions. | 10/2009 |
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 | Ranesh Ramanathan P.C. (Professional service corporation, my spouse is the sole shareholder) | salary, S Corp Income | ||
1.1 | Kirkland & Ellis LLP Capital Account | $500,001 - $1,000,000 | None (or less than $201) | |
1.2 | Kirkland & Ellis LLP (U.S. Law Firm) | partnership share | ||
2 | Kirkland & Ellis International LLP (U.S. Law Firm) | partnership share | ||
3 | Kirkland & Ellis International LLP Capital Account | $250,001 - $500,000 | None (or less than $201) | |
4 | Kirkland & Ellis Partners Deferred Allocation Plan | $100,001 - $250,000 | None (or less than $201) | |
5 | Kirkland & Ellis LLP, Defined Contribution Plan | |||
5.1 | Dodge & Cox Stock Fund (DODGX) | $15,001 - $50,000 | None (or less than $201) | |
5.2 | Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | $15,001 - $50,000 | None (or less than $201) | |
5.3 | Vanguard Mid-Cap Index Fund Investor Shares (VIMSX) | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
---|---|---|---|---|
1 | Residential Real Estate, Mountain Village, CO | $5,000,001 - $25,000,000 | Rent or Royalties | $50,001 - $100,000 |
2 | U.S. bank #1 (cash) | $1,000,001 - $5,000,000 | Interest | $201 - $1,000 |
3 | U.S. bank #2 (cash) | $50,001 - $100,000 | None (or less than $201) | |
4 | U.S. bank #3 (cash) | $100,001 - $250,000 | None (or less than $201) | |
5 | Randolph Street Investment Partners, L.P. - 2018 PEF | Over $1,000,000 | None (or less than $201) | |
6 | Randolph Street Investment Partners, L.P. - 2018 DIF | Over $1,000,000 | $5,001 - $15,000 | |
7 | Randolph Street Investment Partners, L.P. - 2021 DIF | $15,001 - $50,000 | None (or less than $201) | |
8 | Bain Capital Distressed and Special Situations 2013 | $15,001 - $50,000 | $2,501 - $5,000 | |
9 | Bain Capital Distressed & Special Situations 2016 | $50,001 - $100,000 | $2,501 - $5,000 | |
10 | Bain Capital Middle Market Credit 2014 | $15,001 - $50,000 | $50,001 - $100,000 |
Transactions
# | Description | Type | Date | Amount |
---|---|---|---|---|
Nothing reported in this section |
Liabilities
# | Creditor | Amount | Incurred | Term |
---|---|---|---|---|
1 | First Republic Bank | $100,001 - $250,000 | 2021 | 10 years |
2 | Citibank. N.A. | $1,000,001 - $5,000,000 | 2019 | 30 years |
3 | BNY Mellon | $1,000,001 - $5,000,000 | 2017 | 30 years |
4 | Barclays Bank | $10,001 - $15,000 | 2021 | Revolving |
5 | Citibank, N.A. | $15,001 - $50,000 | 2021 | Revolving |
6 | Citibank, N.A. | $500,001 - $1,000,000 | 2019 | 10 years |
7 | Randolph Street Investment Partners, L.P. - 2018 PEF | $50,001 - $100,000 | 2018 | N/A |
8 | Randolph Street Investment Partners, L.P. - 2018 DIF | $100,001 - $250,000 | 2018 | N/A |
9 | Randolph Street Investment Partners, L.P. - 2021 DIF | $500,001 - $1,000,000 | 2021 | N/A |
10 | Bain Capital Distressed and Special Situations 2019 (A) | $50,001 - $100,000 | 2020 | N/A |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
---|---|---|---|---|
Nothing reported in this section |
Endnotes
Section | # | Description |
---|---|---|
5 | 10 | this investment partnership has a portfolio of insurance policies and the S&P 500 Index tracking interests |
5 | 11 | this investment partnership has a portfolio of insurance policies and the S&P 500 Index tracking interests |
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