This database was last updated in October 2019 and should only be used as a historical snapshot. There may be new information that is not included here.
Brent James McIntosh
Treasury (joined: Aug. 3, 2017)
General Counsel | Financial Disclosure »
Former Positions Outside Government
- Ahn Family Foundation Grants Committee Member
- Sullivan & Cromwell LLP Partner
Former Compensation Sources
- Australia Pacific LNG Proprietary Ltd (client of Sullivan & Cromwell LLP) Legal services
- BP PLC (client of Sullivan & Cromwell LLP) Legal services
- Bank Hapoalim (client of Sullivan & Cromwell LLP) Legal services
- Barclays Bank PLC (client of Sullivan & Cromwell LLP) Legal services
- Barclays Capital Inc. (client of Sullivan & Cromwell LLP) Legal services
- CarVal Investors LLC (client of Sullivan & Cromwell LLP) Legal Services
- Claren Road Credit Master Fund, Ltd. (client of Sullivan & Cromwell LLP) Legal services
- Claren Road Credit Opportunities Master Fund, Ltd. (client of Sullivan & Cromwell LLP) Legal services
- Energy Futures Holdings Corp. Committee of Unsecured Creditors (client of Sullivan & Cromwell LLP) Legal services
- Fairholme Capital Management LLC (client of Sullivan & Cromwell LLP) Legal services
- GSO Capital Partners LP (client of Sullivan & Cromwell LLP) Legal services
- Graham Spanier (client of Sullivan & Cromwell LLP) Legal services
- Higher One Holdings, Inc. (client of Sullivan & Cromwell LLP) Legal services
- JPMorgan Chase & Co. (client of Sullivan & Cromwell LLP) Legal services
- Nomura Holding America Inc. (client of Sullivan & Cromwell LLP) Legal services
- One client (an organizational client of Sullivan & Cromwell) is not listed because the client is subject to a non-public investigation
- Paulson & Co. Inc. (client of Sullivan & Cromwell LLP) Legal services
- Popular, Inc. (client of Sullivan & Cromwell LLP) Legal services
- Prudential Financial, Inc. (client of Sullivan & Cromwell LLP) Legal services
- Related Fund Management, LLC (client of Sullivan & Cromwell LLP) Legal services
- Securities Industry & Financial Markets Association (client of Sullivan & Cromwell LLP) Legal services
- Sullivan & Cromwell LLP Legal services
- United States Chamber of Commerce (client of Sullivan & Cromwell LLP) Legal services
- Volkswagen AG (client of Sullivan & Cromwell LLP) Legal services
- Wells Fargo & Co. (client of Sullivan & Cromwell LLP) Legal services
Employment Assets
| Description | Value | Income |
|---|---|---|
| Shorenstein Realty Investors Eight REIT | ||
| Sullivan & Cromwell LLP (law firm) | $2,885,127 | |
| Sullivan & Cromwell LLP capital account | $50,001 - $100,000 | None (or less than $201) |
| Sullivan & Cromwell LLP defined benefit plans for partners | $50,001 - $100,000 | None (or less than $201) |
| Sullivan & Cromwell LLP 401(k) Plan for Associates | ||
| AllianzGI NFJ Small-Cap Value R6 (ANFVX) | $15,001 - $50,000 | $201 - $1,000 |
| Fidelity Balanced Fund - Class K (FBAKX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Fidelity Contrafund (FCNKX) | $15,001 - $50,000 | $201 - $1,000 |
| Fidelity Diversified International K (FDIKX) | $1,001 - $15,000 | None (or less than $201) |
| Fidelity Freedom K 2040 (FFKFX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Fidelity Growth Company K (FGCKX) | $50,001 - $100,000 | $5,001 - $15,000 |
| Fidelity Extended Market Index Premium (FSEVX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Fidelity 500 Index Institutional (FXSIX) | $1,001 - $15,000 | None (or less than $201) |
| Metropolitan West Total Return Bd Plan (MWTSX) | $1,001 - $15,000 | $201 - $1,000 |
| Fidelity Blue Chip Growth K (FBGKX) | None (or less than $1,001) | $5,001 - $15,000 |
| Fidelity Capital Appreciation K (FCAKX) | None (or less than $1,001) | $2,501 - $5,000 |
| Fidelity Growth & Income K (FGIKX) | None (or less than $1,001) | $201 - $1,000 |
| Fidelity Growth Strategies K (FAGKX) | None (or less than $1,001) | $5,001 - $15,000 |
| Fidelity Investment Grade Bond (FBNDX) | None (or less than $1,001) | $201 - $1,000 |
| Fidelity Mid Cap Stock K (FKMCX) | None (or less than $1,001) | $5,001 - $15,000 |
| Fidelity OTC K (FOCKX) | None (or less than $1,001) | $1,001 - $2,500 |
| Fidelity Value K (FVLKX) | None (or less than $1,001) | $1,001 - $2,500 |
| 125 Broad Street Fund III, LLC | $15,001 - $50,000 | None (or less than $201) |
| 5AM Co-Investors IV, LP | ||
| 5AM Ventures V, LP | ||
| Bain Capital Fund XI, LP | ||
| Bain Capital Europe Fund IV, LP | ||
| Brentwood Associates Private Equity V, LP | ||
| Centerbridge Capital Partners III, LP | ||
| FFL Capital Partners IV, LP | ||
| Formation8 Partners Fund, LP | ||
| Freestyle Capital Fund III | ||
| Hellman & Friedman Capital Partners VIII, LP | ||
| Patria Brazilian Private Equity Fund V, LP | ||
| Thoma Bravo Discover Fund, LP | ||
| Thoma Bravo Fund XI, LP | ||
| Thoma Bravo Special Opportunities II, LP | ||
| Venrock Healthcare Capital Partners II, LP | ||
| Warburg Pincus Private Equity Fund XII, LP | ||
| Sullivan & Cromwell LLP defined contribution plans for partners | $250,001 - $500,000 | $5,001 - $15,000 |
| Acacia Institutional Partners, L.P. | ||
| Artisan International Fund | ||
| Carmel Partners Investment Fund VI, L.P. | ||
| Centerbridge Credit Partners TE, L.P. | ||
| Conatus Capital Overseas Ltd. | ||
| Farallon Capital Offshore Investors II Holdings, L.P. | ||
| Fir Tree International Value Fund (USTE), L.P. | ||
| Hall Capital Partners Absolute Return Fund Offshore Feeder, L.P. | ||
| Hall Capital Partners Energy and Natural Resources Fund, L.P. | ||
| Hall Capital Partners Merit Energy Partners H Investors, L.P. | ||
| Hall Capital Partners Private Equity Fund V, L.P. | ||
| Harris Associates Global L.P. | ||
| Highline Capital International Inc. | ||
| Longleaf Partners International Fund | ||
| Mount Kellett Capital Partners (Cayman), L.P. | ||
| Oakmark Equity and Income Fund | ||
| Perry Partners International | ||
| Prospect Harbor Designated Investments, LP | ||
| Shorenstein Realty Investors Ten REIT | ||
| Steadfast International Ltd. | ||
| ValueAct Capital International I, LP | ||
| Vanguard Institutional Index Fund | ||
| Vanguard Short Term Bond Index Fund (Admiral Shares) | ||
| Vanguard Total Bond Market Index Fund | ||
| Varde Fund XI(B) (Feeder), L.P. | ||
| Varde Fund XII(A), L.P. | ||
| Westwood Global Investments Emerging Markets Fund, LLC | ||
| 125 Broad Street Fund, LLC | ||
| 125 Broad Street Fund II, LLC | ||
| 125 Broad Street Fund III, LLC | ||
| BNY Mellon Short Term Investment Fund | ||
| Sullivan & Cromwell LLP partnership termination payment | $250,001 - $500,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| U.S. bank account at Institution No. 1 (cash/checking/savings) | $250,001 - $500,000 | None (or less than $201) |
| U.S. bank accounts at Institution No. 2 (savings) | $100,001 - $250,000 | None (or less than $201) |
| Brokerage account at Institution No. 2 | ||
| American Century Capital Value Fund Investor Class (ACTIX) | $1,001 - $15,000 | $201 - $1,000 |
| Guinness Atkinson Asia Focus Fund (IASMX) | $1,001 - $15,000 | None (or less than $201) |
| Hennessy Cornerstone Growth Fund Investor Class (HFCGX) | $1,001 - $15,000 | None (or less than $201) |
| MainStay ICAP International Fund Class I (ICEUX) | $1,001 - $15,000 | None (or less than $201) |
| Schwab 1000 Index Fund (SNXFX) | $1,001 - $15,000 | $201 - $1,000 |
| Schwab International Index Fund (SWISX) | $1,001 - $15,000 | $201 - $1,000 |
| Schwab S&P 500 Index Fund (SWPPX) | $1,001 - $15,000 | $201 - $1,000 |
| Schwab Small-Cap Index Fund (SWSSX) | $15,001 - $50,000 | $201 - $1,000 |
| Schwab Total Bond Market Fund (SWLBX) | $1,001 - $15,000 | None (or less than $201) |
| U.S. cash & money market | $500,001 - $1,000,000 | None (or less than $201) |
| Custodial account No. 1 at Institution No. 2 | ||
| Schwab U.S. REIT ETF (SCHH) | $1,001 - $15,000 | None (or less than $201) |
| FlexShares iBoxx 5-Year Target Duration TIPS Index Fund (TDTF) | $1,001 - $15,000 | None (or less than $201) |
| iShares Edge MSCI Min Vol USA ETF (USMV) | $1,001 - $15,000 | None (or less than $201) |
| iShares Micro-Cap ETF (IWC) | $1,001 - $15,000 | None (or less than $201) |
| iShares MSCI EAFE Small-Cap ETF (SCZ) | $1,001 - $15,000 | None (or less than $201) |
| PowerShares Senior Loan Portfolio (BKLN) | $1,001 - $15,000 | None (or less than $201) |
| PowerShares Optimum Yield Diversified Commodity Strategy No K-1 Portfolio (PDBC) | $1,001 - $15,000 | $201 - $1,000 |
| Schwab Emerging Markets Equity ETF (SCHE) | $1,001 - $15,000 | $201 - $1,000 |
| Schwab Intermediate-Term U.S. Treasury ETF (SCHR) | $1,001 - $15,000 | None (or less than $201) |
| Schwab International Equity ETF (SCHF) | $15,001 - $50,000 | $201 - $1,000 |
| Schwab US Large-Cap ETF (SCHX) | $15,001 - $50,000 | $201 - $1,000 |
| Schwab US Small-Cap ETF (SCHA) | $1,001 - $15,000 | None (or less than $201) |
| Vanguard Mortgage-Backed Securities Index Fund ETF Shares (VMBS) | $1,001 - $15,000 | None (or less than $201) |
| WisdomTree Japan Hedged Equity Fund (DXJ) | $1,001 - $15,000 | None (or less than $201) |
| U.S. cash & money market | $1,001 - $15,000 | None (or less than $201) |
| Schwab US REIT ETF (SCHH) | None (or less than $1,001) | $201 - $1,000 |
| Financial Select Sector SPDR ETF (XLF) | None (or less than $1,001) | $201 - $1,000 |
| Custodial account No. 2 at Institution No. 2 | ||
| American Century Equity Growth Fund Investor Class (BEQGX) | $1,001 - $15,000 | None (or less than $201) |
| Baron Growth Fund Retail Shares (BGRFX) | $1,001 - $15,000 | $201 - $1,000 |
| Harding Loevner Emerging Markets Portfolio Advisor Class (HLEMX) | $1,001 - $15,000 | None (or less than $201) |
| ICON Healthcare Fund Class S (ICHCX) | $1,001 - $15,000 | None (or less than $201) |
| Matthews Asia Growth Fund Investor Class (MPACX) | $1,001 - $15,000 | None (or less than $201) |
| Schwab 1000 Index Fund (SNXFX) | $1,001 - $15,000 | $201 - $1,000 |
| Schwab Intermediate-Term Bond Fund (SWIIX) | $1,001 - $15,000 | None (or less than $201) |
| Schwab Tax-Free Bond Fund (SWNTX) | $1,001 - $15,000 | None (or less than $201) |
| U.S. cash and money market | $1,001 - $15,000 | None (or less than $201) |
| Custodial account No. 3 at Institution No. 2 | ||
| Schwab MarketTrack Growth Portfolio (SWHGX) | $15,001 - $50,000 | $201 - $1,000 |
| Investment accounts at Institution No. 3 | ||
| Fidelity Government Money Market Fund (SPAXX) | $500,001 - $1,000,000 | None (or less than $201) |
| Savings account at U.S. Institution No. 3 | $250,001 - $500,000 | None (or less than $201) |
| Bitcoin holdings, held in Coinbase | $1,001 - $15,000 | None (or less than $201) |
| LA 1997 Trust (Value and income figures for assets held in trust are as of end of February 2017 where available.) | ||
| JPMorgan US Small Company Fund Select (JSCSX) | Over $1,000,000 | $2,501 - $5,000 |
| T. Rowe Price International Stock Fund (PRITX) | $50,001 - $100,000 | $1,001 - $2,500 |
| Brokerage account at Institution No. 2 | ||
| EMC Corp. (EMC) | None (or less than $1,001) | $201 - $1,000 |
| American Tower Corp. REIT common shares (AMT) | $15,001 - $50,000 | $201 - $1,000 |
| Apple Inc. common shares (AAPL) | $50,001 - $100,000 | $1,001 - $2,500 |
| AT&T Inc. common shares (T) | $15,001 - $50,000 | $1,001 - $2,500 |
| BlackRock Inc. common shares (BLK) | $15,001 - $50,000 | $201 - $1,000 |
| Celgene Corp. common shares (CELG) | $50,001 - $100,000 | None (or less than $201) |
| Cognizant Technology Solutions Corp. A common shares (CTSH) | $15,001 - $50,000 | None (or less than $201) |
| Columbia Short Term Bond Fund Class Z (NSTMX) | $100,001 - $250,000 | $201 - $1,000 |
| CSX Corp. common shares (CSX) | $15,001 - $50,000 | $201 - $1,000 |
| Dell Technologies Inc. common shares (DVMT) | $1,001 - $15,000 | None (or less than $201) |
| Facebook Inc. common shares (FB) | $15,001 - $50,000 | None (or less than $201) |
| FedEx Corp. common shares (FDX) | $1,001 - $15,000 | None (or less than $201) |
| Gilead Sciences Inc. common shares (GILD) | $15,001 - $50,000 | $201 - $1,000 |
| Intercontinental Exchange Inc. common shares (ICE) | $15,001 - $50,000 | $201 - $1,000 |
| International Business Machines Corp. common shares (IBM) | $50,001 - $100,000 | $2,501 - $5,000 |
| iShares 1-3 Year Credit Bond (CSJ) | $15,001 - $50,000 | $201 - $1,000 |
| iShares Edge MSCI Min Vol EAFE (EFAV) | $15,001 - $50,000 | $1,001 - $2,500 |
| iShares Floating Rate Bond (FLOT) | $100,001 - $250,000 | $2,501 - $5,000 |
| iShares MSCI India (INDA) | $15,001 - $50,000 | None (or less than $201) |
| iShares MSCI Japan (EWJ) | $15,001 - $50,000 | $201 - $1,000 |
| JPMorgan Chase & Co. common shares (JPM) | $15,001 - $50,000 | $1,001 - $2,500 |
| NextEra Energy Inc. common shares (NEE) | $15,001 - $50,000 | $1,001 - $2,500 |
| Novartis AG common shares (NVS) | $15,001 - $50,000 | $1,001 - $2,500 |
| PowerShares FTSE RAFI US 1500 Sm-Mid ETF (PRFZ) | $15,001 - $50,000 | $1,001 - $2,500 |
| Schlumberger Ltd common shares (SLB) | $15,001 - $50,000 | $201 - $1,000 |
| SPDR Dow Jones International RelEst ETF (RWX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Starbucks Corp. common shares (SBUX) | $15,001 - $50,000 | $1,001 - $2,500 |
| Stericycle Inc. common shares (SRCL) | $1,001 - $15,000 | None (or less than $201) |
| T. Rowe Price Group Inc. common shares (TROW) | $15,001 - $50,000 | $201 - $1,000 |
| Toll Brothers Inc. common shares (TOL) | $15,001 - $50,000 | None (or less than $201) |
| Under Armour, Inc. common shares (UAA) | $15,001 - $50,000 | None (or less than $201) |
| Undiscovered Managers Behavioral Value L (UBVLX) | $15,001 - $50,000 | None (or less than $201) |
| Vanguard REIT ETF (VNQ) | $15,001 - $50,000 | $2,501 - $5,000 |
| Ventas, Inc. REIT (VTR) | $15,001 - $50,000 | $1,001 - $2,500 |
| U.S. cash and money market | $15,001 - $50,000 | None (or less than $201) |
| T. Rowe Price New Asia (PRASX) | $50,001 - $100,000 | $201 - $1,000 |
| Deltec investments | ||
| Anadarko Petroleum Corp. common shares (APC) | $15,001 - $50,000 | None (or less than $201) |
| Bancolombia S.A. Sp ADR PFD (CIB) | $15,001 - $50,000 | $201 - $1,000 |
| Bank Rakyat Indonesia common shares (BKRKF) | $50,001 - $100,000 | $1,001 - $2,500 |
| Citigroup Inc. common shares (C) | $15,001 - $50,000 | None (or less than $201) |
| Cosan Ltd - Class A common shares (CZZ) | $15,001 - $50,000 | None (or less than $201) |
| Deltec Emerging Market Income Fund LP | $250,001 - $500,000 | None (or less than $201) |
| Deltec Forum Fund LP | $100,001 - $250,000 | $2,501 - $5,000 |
| DepoMed Inc. common shares (DEPO) | $15,001 - $50,000 | None (or less than $201) |
| Endo International PLC commons shares (ENDP) | $15,001 - $50,000 | None (or less than $201) |
| Federated Government Reserves (money market) | $100,001 - $250,000 | None (or less than $201) |
| Geopark Ltd. common shares (GPRK) | $15,001 - $50,000 | None (or less than $201) |
| Grupo Aval Acciones y Valores S.A. preferred shares (AVAL) | $15,001 - $50,000 | $201 - $1,000 |
| Grupo Financiero Banorte, S.A.B. de C.V. common shares (GBOOF) | None (or less than $1,001) | $5,001 - $15,000 |
| Halliburton Co. common shares (HAL) | None (or less than $1,001) | $5,001 - $15,000 |
| Itau Unibanco Holding S.A. preferred ADR (ITUB) | $15,001 - $50,000 | $201 - $1,000 |
| JPMorgan Chase & Co. common shares (JPM) | None (or less than $1,001) | $5,001 - $15,000 |
| PLDT Inc. ADR (PHI) | None (or less than $1,001) | $1,001 - $2,500 |
| Samsung Electronics Ltd - GDR Reg S (SSNHZ) | $50,001 - $100,000 | $201 - $1,000 |
| Tata Motors Ltd ADR (TTM) | $15,001 - $50,000 | None (or less than $201) |
| Tisco Financial Group Public Co. Ltd. NVDR (CUSIP Y8843E114) | $15,001 - $50,000 | $201 - $1,000 |
| Northwestern Mutual, whole life | $100,001 - $250,000 | $2,501 - $5,000 |
| LAM Trust | ||
| Bel Canto LLC membership interest | ||
| Residential real estate in St. Simons Island, Georgia (Good-faith estimate of value of underlying assets.) | $500,001 - $1,000,000 | None (or less than $201) |
| WALAGA LLC membership interest | ||
| Residential real estate in Greenwich, Connecticut (Good-faith estimate of value of underlying assets.) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| Vanguard 500 Index Fund (VOO) | $1,001 - $15,000 | None (or less than $201) |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Sullivan & Cromwell LLP | Washington, District of Columbia | If confirmed by the Senate, I will resign from the partnership of Sullivan & Cromwell LLP. Within 60 days of my withdrawal from the firm, I will receive a payout of my capital account and of my share of undistributed profits in respect of the firm’s 2016 and 2017 fiscal years. With respect to 2017, I will receive my pro rata share of estimated profits, calculated as of the date of my withdrawal. Such payments will be made to me pursuant to the firm’s established compensation, partnership, or benefits program, and will not be made on the basis of a determination made after it became known to Sullivan & Cromwell LLP that I was being considered for or had accepted nomination to a government position. | Jan. 16, 2011 |
| Sullivan & Cromwell LLP defined contribution plans for partners | New York, New York | If I am confirmed by the Senate, my interests in these plans will be paid out to me within 65 days of my withdrawal from the firm. Such payments will be made pursuant to the firm’s established compensation, partnership, or benefits program, and will not be made on the basis of a determination made after it became known to Sullivan & Cromwell LLP that I was being considered for or had accepted nomination to a government position. | Sept. 16, 2001 |
| Sullivan & Cromwell LLP defined benefit plans for partners | New York, New York | I will remain a participant in these plans, under which I will be entitled to a retirement annuity beginning at age 65. I will not accrue additional benefits under these plans after I resign from the firm. | Jan. 16, 2011 |
| 125 Broad Street Fund III, LLC | New York, New York | If I am confirmed by the Senate, my interest in 125 Broad Street Fund III, LLC will be assigned to and assumed by other investors in that fund prior to my appointment. This investment fund is not sponsored by Sullivan & Cromwell LLP but is available to partners of Sullivan & Cromwell LLP and administered by the firm. | Aug. 16, 2013 |
| Sullivan & Cromwell LLP | Washingon, District of Columbia | Within 60 days of my withdrawal from the firm, I will receive a termination payment due to me under the terms of the partnership agreement. The amount will be fixed upon withdrawal according to an objective formula that uses partner seniority and interests in the defined benefit and defined contribution plan for partners. | Jan. 16, 2011 |
| Sullivan & Cromwell LLP 401(k) Plan for Associates | New York, New York | I will continue to participate in this plan. The plan sponsor will not make further contributions after my resignation from the firm. | Sept. 16, 2001 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Citibank | Mortgage on Personal Residence | $1,000,001 - $5,000,000 | 3.75% | 2013 |
| Citibank | Mortgage on Personal Residence | $100,001 - $250,000 | 2.875% | 2013 |
| 125 Broad Street Fund III, LLC | Capital Commitment | $50,001 - $100,000 | N/A | 2013 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Wachtell, Lipton, Rosen & Katz (Legal services) (Entry reflects estimated share of partnership income for 2016 and 2017 up to the date of filing, including an estimate of an anticipated February 2017 receivable that will be distributed to me after internal review and audit.) | consulting fees | ||
| Independent Retirement Account | |||
| Aberdeen U.S. Small Cap Equity Fund Institutional Class (GSCIX) | $1,001 - $15,000 | None (or less than $201) | |
| AMG Managers Skyline Special Equities Fund Class S (SKSEX) | $1,001 - $15,000 | None (or less than $201) | |
| Artisan International Value Fund Investor Class (ARTKX) | $1,001 - $15,000 | None (or less than $201) | |
| Baird Core Plus Bond Fund Class Investor (BCOSX) | $1,001 - $15,000 | None (or less than $201) | |
| Cohen & Steers Realty Shares Fund (CSRSX) | $1,001 - $15,000 | $201 - $1,000 | |
| Credit Suisse Commodity Return Strategy Fund Class I (CRSOX) | $1,001 - $15,000 | None (or less than $201) | |
| Delaware Emerging Markets Fund Class A (DEMAX) | $1,001 - $15,000 | None (or less than $201) | |
| Delaware Value Fund Class A (DDVAX) | $1,001 - $15,000 | None (or less than $201) | |
| Deutsche Enhanced Commodity Strategy Fund Institutional Class (SKIRX) | $1,001 - $15,000 | None (or less than $201) | |
| Eagle Small Cap Growth Fund Class A (HRSCX) | $1,001 - $15,000 | None (or less than $201) | |
| Glenmede Large Cap Growth Portfolio (GTLLX) | $1,001 - $15,000 | None (or less than $201) | |
| John Hancock Funds Disciplined Value Mid Cap Fund Class A (JVMAX) | $1,001 - $15,000 | None (or less than $201) | |
| Lazard International Equity Portfolio Open Shares (LZIOX) | $1,001 - $15,000 | None (or less than $201) | |
| Metropolitan West Total Return Bond Fund Class M (MWTRX) | $1,001 - $15,000 | None (or less than $201) | |
| Northern Small Cap Value Fund (NOSGX) | $1,001 - $15,000 | None (or less than $201) | |
| Oakmark Fund Investor Class (OAKMX) | $1,001 - $15,000 | None (or less than $201) | |
| Oakmark International Small Cap Fund Investor Class (OAKEX) | $1,001 - $15,000 | None (or less than $201) | |
| Oppenheimer International Small-Mid Company Fund Class A (OSMAX) | $1,001 - $15,000 | None (or less than $201) | |
| Parnassus Core Equity Fund - Investor Shares (PRBLX) | $1,001 - $15,000 | None (or less than $201) | |
| Principal MidCap Fund Class A (PEMGX) | $1,001 - $15,000 | None (or less than $201) | |
| Prudential Total Return Bond Fund Class Z (PDBZX) | $1,001 - $15,000 | None (or less than $201) | |
| Templeton Foreign Fund Class A (TEMFX) | $1,001 - $15,000 | None (or less than $201) | |
| TIAA-CREF International Equity Fund Retail Class (TIERX) | $1,001 - $15,000 | None (or less than $201) | |
| Virtus Emerging Markets Opportunities Fund Class A (HEMZX) | $1,001 - $15,000 | None (or less than $201) | |
| Western Asset Core Bond Fund Class I (WATFX) | $1,001 - $15,000 | None (or less than $201) | |
| U.S. cash & money market | $1,001 - $15,000 | None (or less than $201) | |
| Brown Advisory Growth Equity Inv. (BIAGX) | None (or less than $1,001) | $201 - $1,000 | |
| FMI Large Cap Fund (FMIHX) | None (or less than $1,001) | $201 - $1,000 | |
| JHancock Disciplined Value A (JVLAX) | None (or less than $1,001) | $201 - $1,000 | |
| JPMorgan Value Advantage (JVAAX) | None (or less than $1,001) | $201 - $1,000 | |
| Oakmark International Small Cap Investor (OAKEX) | None (or less than $1,001) | $201 - $1,000 |
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