Lobbying Relationship

Client

Franklin Square Holdings, L.P.

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Lobbying firm

Franklin Square Holdings, L.P.

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  • H.R. 5225, Small Business Tax Parity Act, all provisions.
  • H.R. 1379, Access to Small Business Investor Capital Act, regarding all provisions. H.R. 2627, Increasing Investor Opportunities Act, regarding all provisions. H.R. 835, Fair Investment Opportunities for Professionals Act, regarding all provisions. H.R. 2797, Equal Opportunity for All Investors Act, regarding all provisions. H.R. 1579, Accredited Investor Definition Review Act, regarding all provisions. Issues related to co-investment for business development companies.
  • Issues related to providing alternative assets in retirement plans. Department of Labor proposed fiduciary rule.

Duration: to

General Issues: Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities, Retirement, Banking, Labor Issues/Antitrust/Workplace

Spending: about $5,560,000 (But it's complicated. Here's why.)

Agencies lobbied since 2015: House of Representatives, U.S. Senate, Securities & Exchange Commission (SEC), Labor - Dept of (DOL)

Bills mentioned

H.R.3868: Small Business Credit Availability Act

Sponsor: Mick Mulvaney (R-S.C.)

H.R.4267: Small Business Credit Availability Act

Sponsor: Steve Stivers (R-Ohio)

H.R.1: An Act to provide for reconciliation pursuant to titles II and V of the...

Sponsor: Kevin Brady (R-Texas)

H.R.1625: Consolidated Appropriations Act, 2018

Sponsor: Edward Royce (R-Calif.)

S.155: Youth Financial Learning Act

Sponsor: Doug Jones (D-Ala.)

H.R.6458: Small Business Investor Tax Parity Act of 2020

Sponsor: Brendan Boyle (D-Pa.)

H.R.748: CARES Act

Sponsor: Joe Courtney (D-Conn.)

H.R.7375: Access to Small Business Investor Capital Act

Sponsor: Brad Sherman (D-Calif.)

H.R.5598: Access to Small Business Investor Capital Act

Sponsor: Brad Sherman (D-Calif.)

S.3961: Access to Small Business Investor Capital Act

Sponsor: Steve Daines (R-Mont.)

H.R.9066: Retirement Savings Modernization Act

Sponsor: Peter Meijer (R-Mich.)

S.4973: Retirement Savings Modernization Act

Sponsor: Patrick J. Toomey (R-Pa.)

H.R.1379: Access to Small Business Investor Capital Act

Sponsor: Brad Sherman (D-Calif.)

H.R.2627: Increasing Investor Opportunities Act

Sponsor: Ann Wagner (R-Mo.)

H.R.835: Fair Investment Opportunities for Professional Experts Act

Sponsor: French Hill (R-Ark.)

H.R.2797: Equal Opportunity for All Investors Act of 2023

Sponsor: Mike Flood (R-Neb.)

H.R.1579: Accredited Investor Definition Review Act

Sponsor: Bill Huizenga (R-Mich.)

H.R.5225: Small Business Investor Tax Parity Act of 2023

Sponsor: Jodey Arrington (R-Texas)

Show All Mentioned Bills

Lobbyists

Lobbyists named here were listed on a filing related to this lobbying engagement. They may not be working on it now. Occasionally, a single lobbyist whose name is spelled two different ways on filings may be represented twice here.

Lobbyist Covered positions?
Eric Edwards Stf. Dir. & Couns. Subcom. Fin. Inst. & Cons.Crdt. Stf. Dir. & Couns. Subcom. Dom.& Intl. Mon. Pol Stf. Mem. HFSC; Leg. Dir. Rp. Harman; Stf. Mem. House Sm. Biz Com.; Leg. Asst. Rp. Sherman Leg. Asst. S. Simon Stf. Dir. & Couns. Subcom. Fin. Inst. & Cons. Crdt; ​Stf. Dir. & Couns. Subcom. Dom. & Intl. Mon. Pol; ​Stf. Mem. HFSC; Leg. Dir. Rep. Harman; House Sm. Biz Com.; Leg. Asst. Rep. Sherman; Leg. Asst. S. Simon.
Jason Cole Office of Rep. Dennis Moore, Legislative Director, 1999-2003; Office of Rep. Jim Himes, Chief of Staff, 2009-2013.

Disclosures Filed

Once a lobbying engagement begins, the lobbyist or firm is required to file updates four times a year. Those updates sometimes change which lobbyists are involved or add new issues being discussed. When lobbyists stop working for a client, the firm is also supposed to file a report disclosing the end of the relationship.

Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Registration
Termination
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Q2 Report
Q1 Report
Q4 Report
Q3 Report
Amendment
Q2 Report
Q1 Report
Registration

Source: Clerk of the U.S. House of Representatives and Secretary of the Senate

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