Tom Perez
Senior Advisor & Director of Office of Intergovernmental Affairs (Departed Administration)
Observations
- Millionaire
Estimated Net Worth
- $1.6 M - $4.2 M
Salary
- Unknown
Employment
- Started 07/06/2023
Departed Administration
- Yes
Financial Disclosure Details - OGE Form 278e (04/15/2024)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | ASR, LLC | Takoma park, Maryland | President | Present |
2 | Washington, District of Columbia | Board Member | 6/2023 | |
3 | Washington, District of Columbia | Board Member | 6/2023 | |
4 | Providence, Rhode Island | Senior Fellow | 6/2023 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | ASR, LLC (sole owner) | $100,001 - $250,000 | Salary | $471,000 |
2 | Brown University | Salary | $40,909 | |
3 | Democratic National Committee, 401(k) plan | |||
3.1 | Vanguard Target Retirement 2025 Fund (VTTVX) | $100,001 - $250,000 | None (or less than $201) | |
4 | IRA #1 (Rollover) | |||
4.1 | Fidelity Government Cash Reserves (FDRXX) | $1,001 - $15,000 | None (or less than $201) | |
4.2 | Dimensional US High Relative Profitability Portfolio (DURPX) | $1,001 - $15,000 | None (or less than $201) | |
4.3 | Dimensional International Large Cap Growth Portfolio (DILRX) | $15,001 - $50,000 | None (or less than $201) | |
4.4 | Dimensional US Large Cap Growth Portfolio (DUSLX) | $1,001 - $15,000 | None (or less than $201) | |
4.5 | Dimensional Commodity Strategy Portfolio (DCMSX) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | ASR, LLC | Takoma Park, Maryland | ASR, LLC is the company I set up in 2021 to house my consulting work. During the pendency of my government service, the LLC will lie dormant. | 7/2023 |
2 | Washington, District of Columbia | I continue to participate in this defined contribution plan, but my former employer no longer makes contributions. | 6/2017 | |
3 | Maryland State government | Baltimore, Maryland | I will continue to participate in this defined benefit plan | 3/2007 |
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 (Rollover) | |||
1.1 | iShares MSCI Intl Quality Factor ETF (IQLT) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Fidelity Enhanced Large Cap Core ETF (FELC) | $1,001 - $15,000 | None (or less than $201) | |
2 | Washington Legal Clinic for the Homeless (Nonprofit organization serving homeless people) | salary | ||
3 | Washington Legal Clinic for the Homeless, 401(k) plan | |||
3.1 | Fidelity Freedom 2025 Fund (FFTWX) | $50,001 - $100,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Brokerage Account #1 | |||
1.1 | U.S. brokerage sweep account (cash) | $1,001 - $15,000 | None (or less than $201) | |
1.2 | Dimensional International Core Equity Portfolio (I) (DFIEX) | $15,001 - $50,000 | $201 - $1,000 | |
1.3 | Dimensional US Core Equity 1 Portfolio (I) (DFEOX) | $15,001 - $50,000 | $201 - $1,000 | |
1.4 | iShares Russell Mid-Cap Value ETF (IWS) | $1,001 - $15,000 | None (or less than $201) | |
1.5 | iShares Core S&P Mid-Cap ETF (IJH) | $1,001 - $15,000 | None (or less than $201) | |
1.6 | Vanguard Russell 1000 Growth ETF (VONG) | $1,001 - $15,000 | None (or less than $201) | |
1.7 | Fidelity Low Duration Bond Factor ETF (FLDR) | $1,001 - $15,000 | $201 - $1,000 | |
1.8 | iShares Agency Bond ETF (AGZ) | $1,001 - $15,000 | None (or less than $201) | |
1.9 | Vanguard Short-Term Inflation-Protected Securities ETF (VTIP) | $1,001 - $15,000 | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
1 | PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund (HYS) | Purchase | 08/23/2023 | $1,001 - $15,000 |
2 | WisdomTree International SmallCap Dividend Fund (DLS) | Sale | 09/20/2023 | $1,001 - $15,000 |
3 | Fidelity Large Cap Core Enhanced Index Fund (FLCEX) | Sale | 09/20/2023 | $1,001 - $15,000 |
4 | Fidelity Enhanced Large Cap Core ETF (FELC) | Purchase | 10/11/2023 | $1,001 - $15,000 |
5 | iShares TIPS Bond ETF (TIP) | Sale | 11/14/2023 | $1,001 - $15,000 |
Liabilities
# | Creditor | Amount | Incurred | Term |
|---|---|---|---|---|
1 | Mr. Cooper | $100,001 - $250,000 | 2021 | 30 years |
Gifts and Travel Reimbursements
# | Source Name | City | Description | Value |
|---|---|---|---|---|
Nothing reported in this section | ||||
Endnotes
Section | # | Description |
|---|---|---|
2 | 3 | Start date June 2017 |
3 | 3 | Inadvertently omitted this defined benefit plan from prior 278 form. November 2023 is the first payment received from this plan. |
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