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.
Jared C. Kushner
White House Office (joined: Jan. 22, 2017)
Assistant to the President and Senior Advisor | Senior Advisor to the President for Strategic Planning | $0 | Financial Disclosure »
Former Positions Outside Government
- 100 Pierrepoint Street LLC President
- 118-120 East Fourth Owner LLC President
- 120 MacDougal Street Realty LLC President & Vice President
- 125 Algonquin Associates, LLC Vice President & Secretary
- 128 Bauer Drive Associates, LLC Vice President & Secretary
- 144 Willow Street LLC President & Secretary
- 145 Algonquin Associates, LLC Vice President & Secretary
- 15-00 Pollitt Drive Associates, LLC Vice President & Secretary
- 156 Algonquin Associates, LLC Vice President & Secretary
- 156 Sullivan Street Realty LLC President & Vice President
- 17-01 Pollitt Drive Associates, LLC Vice President & Secretary
- 175-225 Third Owner LLC Officer
- 18 Sydney Place LLC Managing Member
- 184 Kent Associates, LLC Managing Member
- 19-00 Pollitt Drive Associates, LLC Vice President & Secretary
- 19-05 Nevins Toad Associates, LLC Vice President & Secretary
- 195 East Fourth Owner LLC President
- 199-203 East Fourth Owner LLC President
- 2 Rector Kushner Member, LLC Managing Member
- 200 East 62nd 25B, LLC Managing Member
- 25-30 Columbia Heights (Brooklyn) Venture, LLC Key Person
- 267 East 10th Street Realty LLC President & Vice President
- 27 Monroe Place LLC Key Person
- 30 Journal Square Partners, LLC Manager
- 30 Leslie Associates, LLC Vice President & Secretary
- 315 East 10th Street LLC President
- 318 East 11th Street Realty LLC President & Vice President
- 318 East 6th Street Realty LLC President & Vice President
- 340 Flatbush Lender, LLC President & Authorized Signatory
- 38 Monroe Place LLC Manager
- 40 Potash Road Associates, LLC Vice President & Secretary
- 42Floors Board Member
- 435 East 9th Street Realty LLC President & Vice President
- 44th Street Realty Associates, LLC Manager
- 5 Thorton Road Associates, LLC Vice President & Secretary
- 54 Barrow Street Associates LLC President & Vice President
- 55 Challenger Road Associates, LLC Managing Member
- 55 Challenger, LLC Manager
- 570 West Mount Pleasant Associates, LLC Managing Member
- 570 West Mount Pleasant Realty Corp. President
- 666 KC Management, LLC Managing Member
- 80 ML, LLC Managing Member
- 80 Maid LLC Manager
- 89 Hicks Street LLC Manager
- 95 Bauer Drive Associates, LLC Vice President & Secretary
- 99 East 7th Street Realty LLC President & Vice President
- Astoria 21-80 38th LLC Authorized Signatory (Start date is estimated.)
- Astoria 21-81 38th LLC Authorized Signatory (Start date is estimated.)
- Astoria 23-05 30th LLC Authorized Signatory (Start date is estimated.)
- Astoria 23-15 30th LLC Authorized Signatory (Start date is estimated.)
- Astoria Portfolio Member LLC Authorized Signatory
- B Monmouth Mall, LLC Non-member Manager
- BLS Associates LLC President
- BLS Investors LLC President
- BLS Manager, LLC Non-member Manager
- Bavarian Woods Owner LLC Special Member
- Broadband Proliferation Partners, LLC Managing Member
- Bruckner Plaza Center Corp. President
- Cadre Astoria 21-80 38th LLC Authorized Signatory
- Cadre Astoria 21-81 38th LLC Authorized Signatory
- Cadre Astoria 23-05 30th LLC Authorized Signatory
- Cadre Astoria 23-15 30th LLC Authorized Signatory
- Cedarwood Riverbend Owner LLC Special Member
- Cedarwood Village Apartments I & II Owner LLC Special Member
- Cedarwood Village Apartments III Owner LLC Special Member
- Chatham Hill Associates, LLC Managing Member
- Chatham Hill Holdings, LLC Key Person
- Colts Neck Building Corp. Vice President & Secretary
- Columbia Corporate Center Building Corp. Vice President
- Columbia Corporate Center Development Associates, LLC Special Member & Vice President
- Columbus Park Property Owner LLC Special Member
- Coppertree Properties Owner LLC Manager
- DJNJ Frito, LLC Non-member Manager
- EV 1st Avenue Property Owner, L.P. President
- EV Avenue A Property Owner, L.P. President
- EV JV GP LLC President
- EV JV Partnership, L.P. President
- East 9th Manager LLC President
- Eatontown Monmouth Mall (Junior Mezz) LLC Manager
- Eatontown Monmouth Mall (Senior Mezz) LLC Manager
- Eatontown Monmouth Mall Holdings LLC Manager
- Eatontown Monmouth Mall LLC Manager
- Elmwood Chicago Associates, LLC President & Secretary
- Elmwood Chicago Holding, LLC Executive Committee & Key Person
- Elmwood Chicago Member, LLC President
- Elmwood NYT Holdings, LLC Manager
- Elmwood NYT Mezz, LLC Manager
- Elmwood NYT Owner, LLC Manager
- Elmwood NYT Principal, LLC Authorized Signatory
- Fifth K Two LLC Manager
- Flatbush 340 Lender, LLC Non-member Manager
- Florham Park Developers Corp. Vice President & Authorized Signatory
- Friends of IDF Board Member
- Gellert 80 West End, LLC Managing Member
- Georgetown Village I Owner LLC Special Member
- Georgetown Village II Owner LLC Special Member
- Georgetown Village III Owner LLC Special Member
- Georgetown Village IV Owner LLC Special Member
- Global Gateway Alliance Board Member
- Gowan Associates, LLC Managing Member
- Honest Buildings Board Member
- Hunters Ridge Property Owner LLC Special Member
- Iroquois Properties Realty Corp. President
- JK2 Westminster, LLC Managing Member
- K 26 Journal Square, LLC Non-member Manager
- K 30 Journal Square Manager Corp. President
- K 30 Journal Square, LLC Manager
- K Astoria I LLC Authorized Signatory
- K Astoria, LLC Non-member Manager
- K GAIA Village 1 Associates, LLC Non-member Manager
- K GAIA Village 2 Associates, LLC Non-member Manager
- K Maryland Associates, LLC Managing Member
- K Morgan Street Construction Manager Corp. President
- K Morgan Street Manager Corp President
- K Morgan Street Property Manager Corp. President
- K One Journal Square LLC Managing Member
- K One Journal Square Manager Corp. President
- K Stonehage Village 1 Associates, LLC Managing Member
- K-BLS Portfolio LLC Manager & President
- K/S Westwood GP, LLC Non-member Manager
- K2 26JS Member LLC Manager
- K2 One Journal Square Member LLC Manager
- K2W2 26JS Holdings LLC President & Secretary
- KC Dumbo Hotel, LLC Non-member Manager
- KC Dumbo Office, LLC Non-member Manager
- KC Profit Participation, LLC Managing Member
- KC3 - 101 MacDougal Street, LLC Vice President
- KC3 - 104 East 7th Street, LLC Vice President
- KC3 - 233 East 82nd Street, LLC Vice President
- KC3 - 234-238 East 33rd Street, LLC Vice President
- KC3 - 310 East 83rd Street, LLC Vice President
- KC3 - 319-321 East 78th Street, LLC Vice President
- KC3 - 325 East 83rd Street, LLC Vice President
- KC3 - 354-356 State Street, LLC Vice President
- KC3 - 410 East 64th Street, LLC Vice President
- KC3 - 438-440 East 13th Street, LLC Vice President
- KC3 - 504 East 88th Street, LLC Vice President
- KCLW 3rd Street LLC Manager
- KCLW Acquisition Manager Manager
- KF Middle River, LLC Managing Member
- KF Westwood Partner, LLC Managing Member
- KF-BLS Member LLC President & Secretary
- KF-BLS Portfolio LLC Manager & President
- KFF 29 Second Avenue, LLC Non-member Manager
- KKC Associates LLC Tax Matters Manager
- KKC Managing Member LLC Managing Member & President
- Kushner Companies LLC Chief Executive Officer
- Kushner Credit Opportunity Fund, LLC Managing Member
- Kushner Family Foundation Board Member (Start date is estimated)
- Kushner Maryland Associates, LLC Manager
- Kushner Midwest Partner 1, LLC Managing Member
- Kushner Philadelphia Member, LLC Non-member Manager
- Kushner Skyline Promote, LLC Managing Member
- Kushner Village 3 SPE LLC President
- Kushner Village 325 East 10th LLC President
- Kushner Village 329 East 9th LLC President
- Kushner Village 4 SPE LLC President
- Lacey Township Building Corp. Executive Vice President & Authorized Signatory
- Landings Chicago Associates, LLC Manager
- Landings Chicago Holding, LLC Manager
- Landings Chicago Member, LLC Manager
- Landings NYT Holdings, LLC Manager
- Landings NYT Mezz, LLC Manager
- Landings NYT Owner, LLC Manager
- Landings NYT Principal, LLC Authorized Signatory
- Leland Point GP LLC Springing Member
- Leland Point Partners GP LLC Springing Member
- Leland Point Partners LP LLC Springing Member
- Livingston Hills Building Corp. Executive Vice President
- Maryland Apartment Holdings 10-Pack JV, LLC Executive Committee & Venture Coordinator
- Megalith Capital Management Board Member
- Middle River JV LLC Principal
- Milford Building Corp. Executive Vice President & Authorized Signatory
- Miracle Manor Property Owner LLC Special Member
- Monmouth Mall 2, LLC Non-member Manager
- Monmouth Mall, LLC Non-member Manager
- Morgan Street Developers Joint Venture, LLC Manager
- NK 80 Maiden Holdings Executive Committee
- New Jersey Renewable Power Corp. President
- New Puck Corp. President
- New Puck Investors, LLC Special Member
- New Puck Residential Corp. Vice President
- New Puck, LLC Special Member
- New York Observer Publisher
- O Townhomes KFF, LP Managing Member
- Oakwood Chicago Associates, LLC Manager & President
- Oakwood Chicago Holding, LLC President
- Oakwood Chicago Member, LLC Manager & President
- Oakwood NYT Holdings, LLC Manager
- Oakwood NYT Mezz, LLC Manager
- Oakwood NYT Owner, LLC Manager
- Oakwood NYT Principal, LLC Authorized Signatory
- Observer Media, LLC Managing Member
- One Journal Square Partners Holdings LLC President & Secretary
- One Journal Square Tower North Holdings LLC President & Secretary
- One Journal Square Tower South Holdings LLC President & Secretary
- P.V. Development, LLC Non-member Manager
- Partnership for New York City Board Member
- Pier Village II Urban Renewal Company LLC Springing Member
- Pier Village III JV LLC Vice President
- Pinecrest Building Corp. Vice President & Authorized Signatory
- Powerhouse Associates, LLC Authorized Signatory
- President-Elect's Transition Team Member
- Puck Midwest Partners 1 LLC Manager
- Quadro Partners, Inc. (d/b/a Cadre Partners) Board Member
- RP/K Kent Avenue, LLC Executive Committee & Key Person
- Real Estate Board of New York (REBNY) Board Member (Start date is estimated.)
- Riverhead Associates LLC Vice President & Authorized Signatory
- Riverhead Reeves Building Corp. Executive Vice President & Authorized Signatory
- Riverhead Sound Building Corp. Executive Vice President & Authorized Signatory
- Rues Lane Building Corp. Executive Vice President & Authorized Signatory
- ST Leonia, LLC Manager
- STB Building Corp. Vice President
- Skyline JV GP, LLC Managing Member
- Skyline Kushner, LLC Non-member Manager
- Stone 16 Associates, LLC Non-member Manager
- Stone Portfolio LLC Vice President
- Sunnydale Estates Property Owner LLC Special Member
- The Landings, Inc. Executive Vice President & Authorized Signatory
- Thirty Corp. Vice President
- Thirty Vreeland Associates, LLC Successor Manager
- Thrive Capital Partners II, LP Investment Committee Member
- Thrive Capital Partners III, LP Investment Committee Member
- Thrive Capital Partners LLC Board Member
- Time Square Associates, LLC Managing Member
- Times Square Associates LLC Managing Member
- Two Hundred Lafayette Kushner Manager, LLC Managing Member
- Two Hundred Lafayette Kushner Member, LLC Managing Member
- Two Hundred Lafayette Kushner Promote, LLC Managing Member
- VM Kushner (Junior Mezz) LLC Manager
- VM Kushner (Senior Mezz) LLC Manager
- VM Kushner LLC Manager
- Village JV 129 First Avenue LLC President & Secretary
- Village JV 143 First Avenue LLC Executive Vice President & Authorized Signatory
- Village JV 165 Avenue A LLC Key Person
- Village JV 191-193 Avenue A LLC Manager
- Village JV 201 East 2nd LLC Special Member & Vice President
- Village JV 211 Avenue A LLC Vice President & Secretary
- Village JV 338 East 11th LLC Vice President & Secretary
- Village JV 435 East 12th LLC Vice President & Secretary
- Village JV 500 East 11th LLC Vice President & Secretary
- Village KF 12-13 Associates, LLC Manager
- Village KF 2 Associates LLC President
- Village KF 2 KM, LLC Non-member Manager
- Village KF 4-9-10 Associates, LLC - New York, NY Non-member Manager
- Village KF 504 East 12th LLC President
- Village KF 516 East 13th LLC President
- Village UK Kushner Member LLC Manager & President
- Village UK Venture LLC President
- Vreeland Investment Realty Corp. Vice President
- WT 25 Columbia, LLC Non-member Manager
- Wallkill Chicago Associates, LLC Manager
- Wallkill Chicago Holding, LLC Executive Committee
- Wallkill Chicago Member, LLC President
- Wallkill NYT Holdings, LLC Manager
- Wallkill NYT Mezz, LLC Manager
- Wallkill NYT Owner, LLC Manager
- Wallkill NYT Principal, LLC Authorized Signatory
- Warren at Bay Associates, LLC Non-member Manager
- Warren at Bay Holdings LLC KC Representative
- West End Building Associates, LLC President & Authorized Signatory
- Westminster Linden Realty Corp. President
- Westminster Management, LLC Managing Member
- Westminster Mgt GP Corp. Executive Vice President & Authorized Signatory
- Westminster Title Associates, LLC Managing Member
- Westminster Title Realty Corp. President
- Westwood Investors JV, LP Manager
Former Compensation Sources
- OBSERVER MEDIA, LLC (New York Observer & Commercial Observer) Media Company Executive - publisher for print and online media company
- Westminster Management, LLC Real Estate Management Company Executive - plan and execute acquisition/sales/financing of real estate investments and oversee the company's operations
Employment Assets
| Description | Value | Income |
|---|---|---|
| Westminster Management, LLC (Management company; New York, NY) (Income for reporting period reported on Line 11 with IT Operations LLC.) | $1,000,001 - $5,000,000 | $1,468,457 |
| OBSERVER MEDIA, LLC (New York Observer & Commercial Observer; New York, NY) (Book to be published Spring / Summer 2017) | None (or less than $1,001) | $4,500,000 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Trust #1 | ||
| ELMWOOD V. ASSOCIATES, LP (Commercial Real Estate in Chicago, IL) | $100,001 - $250,000 | $100,001 - $1,000,000 |
| LANDINGS APARTMENTS, LLC (Commercial Real Estate in Chicago, IL) | $50,001 - $100,000 | $50,001 - $100,000 |
| OAKWOOD GARDEN ASSOCIATES, LLC (Commercial Real Estate in Chicago, IL) | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 |
| WALLKILL APARTMENTS ASSOCIATES, LP (Commercial Real Estate in Chicago, IL) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| VILLAGE KF 4-9-10 ASSOCIATES, LLC (Residential Real Estate in New York, NY) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| PUCK BUILDING, LP (Commercial Real Estate in New York, NY) | $5,000,001 - $25,000,000 | $1,000,001 - $5,000,000 |
| U.S. bank account #1 (checking) | $250,001 - $500,000 | None (or less than $201) |
| BRUCKNER PLAZA CENTER, LLC (Commercial Real Estate in New York, NY) (This asset has been divested.) | None (or less than $1,001) | Over $5,000,000 |
| Trust #2 | ||
| ELMWOOD V. ASSOCIATES, LP (Commercial Real Estate in Chicago, IL) | $15,001 - $50,000 | $15,001 - $50,000 |
| LANDINGS APARTMENTS, LLC (Commercial Real Estate in Chicago, IL) | $15,001 - $50,000 | $15,001 - $50,000 |
| OAKWOOD GARDEN ASSOCIATES, LLC (Commercial Real Estate in Chicago, IL) | $250,001 - $500,000 | $100,001 - $1,000,000 |
| WALLKILL APARTMENTS ASSOCIATES, LP (Commercial Real Estate in Chicago, IL) | $100,001 - $250,000 | $100,001 - $1,000,000 |
| VILLAGE KF 4-9-10 ASSOCIATES, LLC (Residential Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| K GAIA VILLAGE 1 ASSOCIATES, LLC (Residential Real Estate in New York, NY) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| K GAIA VILLAGE 2 ASSOCIATES, LLC (Residential Real Estate in New York, NY) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| KUSHNER PHILADELPHIA MEMBER, LLC (Residential Real Estate in Philadelphia, PA) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| PINECREST LAKE BUILDING ASSOCIATES, LP (Undeveloped Real Estate in Tobyhanna Township, PA) | $100,001 - $250,000 | None (or less than $201) |
| PUCK BUILDING, LP (Commercial Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| PUCK RESIDENTIAL ASSOCIATES, LLC (Residential Condomiums in New York, NY) | $5,000,001 - $25,000,000 | Over $5,000,000 |
| PUCK RESIDENTIAL ASSOCIATES, LLC (Residential Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| PUCK RESIDENTIAL ASSOCIATES, LLC (Residential Real Estate in Leonia, NJ) | $250,001 - $500,000 | $100,001 - $1,000,000 |
| 715 PARK AVENUE ASSOCIATES, LP (Residential Real Estate in New York, NY) | $250,001 - $500,000 | $5,001 - $15,000 |
| SIXTY ONE ASSOCIATES, LLC (Commercial Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| WESTMINSTER MAD ASSOCIATES, LLC (Commercial Real Estate in New York, NY) | $250,001 - $500,000 | $15,001 - $50,000 |
| WEST END BUILDING ASSOCIATES, LLC (Residential Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| WESTMINSTER LINDEN, LLC (Residential Real Estate in Brooklyn, NY) | $250,001 - $500,000 | $15,001 - $50,000 |
| U.S. money market account #1 (cash) | $15,001 - $50,000 | None (or less than $201) |
| COLUMBIA WINDOWS, LLC (Investment in DHD Windows and Doors; New York, NY) (This asset has been divested.) | None (or less than $1,001) | $21,000 |
| DJNJ FRITO, LLC (Insurance brokerage license; Florham Park, NJ) (This asset has been divested.) | None (or less than $1,001) | $20,000 |
| KF- C-III RECOVERY FUND II, LLC (Financial investments in C-III Recovery Fund II, LP) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $201 - $1,000 |
| KF- Faire Fund II, LLC (Financial investments in The Faire Fund II, LP; Israel) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $5,001 - $15,000 |
| KF- Park Street Capital PE Fund IX, LLC (Financial investments in Park Street Capital Private Equity Fund; Boston, MA) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $15,001 - $50,000 |
| 184 KENT ASSOCIATES, LLC (Residential Real Estate in Brooklyn, NY) | $250,001 - $500,000 | $15,001 - $50,000 |
| KF- RCG Longview Debt Fund IV, LLC (Financial investments in RCG Longview Debt Fund IV LP; New York, NY) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $5,001 - $15,000 |
| LW Investors, LLC (Financial investments in Leeds Equity Partners IV, LP; New York, NY) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $15,001 - $50,000 |
| Kushner Media Ventures, LLC (Financial investments in Thrive Capital Partners, LLC; New York, NY) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $100,001 - $1,000,000 |
| Thrive Capital Partners II, LP (Financial investments; New York, NY) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $100,001 - $1,000,000 |
| Thrive Capital Partners III, LP (Financial investments; New York, NY) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $1,000,001 - $5,000,000 |
| Trust #3 | ||
| 30 FLORHAM ASSOCIATES, LLC (Commercial Real Estate in Florham Park, NJ) | $250,001 - $500,000 | $100,001 - $1,000,000 |
| CK BERGEN ASSOCIATES, LLC (Industrial Real Estate in Fairlawn & Oakland, NJ) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| COLTS NECK BUILDING ASSOCIATES, LLC (Undeveloped Real Estate in Colts Neck, NJ) | $500,001 - $1,000,000 | None (or less than $201) |
| COLUMBIA CORPORATE CENTER DEVELOPMENT ASSOCIATES, LLC (Commercial Real Estate in Florham Park, NJ) | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 |
| DEER TREE BUILDING ASSOCIATES, LLC (Undeveloped Real Estate in Hardyston Township, NJ) | $1,001 - $15,000 | None (or less than $201) |
| FLORHAM PARK REALTY ASSOCIATES, LLC (Commercial Real Estate in Florham Park, NJ) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| LANDINGS AT CASPIAN POINTE, LLC (Undeveloped Real Estate in Atlantic City, NJ) | $250,001 - $500,000 | None (or less than $201) |
| LIVINGSTON HILLS BUILDING ASSOCIATES, LLC (Real Estate Under Construction in Livingston, NJ) | $50,001 - $100,000 | $100,001 - $1,000,000 |
| MAGNOLIA BUILDING ASSOCIATES, LLC (Undeveloped Assets in Pemberton, NJ) | $1,001 - $15,000 | None (or less than $201) |
| MONMOUTH MALL, LLC (Commercial Real Estate in Eatontown, NJ) | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 |
| MONMOUTH MALL 2, LLC (Commercial Real Estate in Eatontown, NJ) | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 |
| B MONMOUTH MALL, LLC (Commercial Real Estate in Eatontown, NJ) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| ROUTE 10 ASSOCIATES, LLC (Industrial Real Estate in Whippany, NJ) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| SIXTY-SIX WEST ASSOCIATES, LLC (Commercial Real Estate in Livingston, NJ) | $250,001 - $500,000 | $50,001 - $100,000 |
| SKYLINE KUSHNER, LLC (Residential Real Estate in Hasbrouck Heights & Lodi, NJ) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| THE LANDINGS AT HARBORSIDE, LLC (Residential Real Estate in Perth Amboy, NJ) | $100,001 - $250,000 | $15,001 - $50,000 |
| THE LANDINGS AT HARBORSIDE, LLC (Undeveloped Assets in Perth Amboy, NJ) | $1,000,001 - $5,000,000 | None (or less than $201) |
| VREELAND AVENUE ASSOCIATES, LLC (Commercial Real Estate in Florham Park, NJ) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| 55 CHALLENGER ROAD ASSOCIATES, LLC (Commercial Real Estate in Ridgefield Park, NJ) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| LINDENLAWN APARTMENT ASSOCIATES, LLC (Residential Real Estate in Englewood, NJ) | $500,001 - $1,000,000 | $15,001 - $50,000 |
| MERRITT ASSOCIATES, LLC (Residential Real Estate in Dumont, NJ) | $50,001 - $100,000 | $5,001 - $15,000 |
| CRANBURY BUILDING ASSOCIATES, LLC (Undeveloped real estate in Cranbury, NJ) (This asset has been divested.) | None (or less than $1,001) | $75,000 |
| GALLANT FUNDING, LP (Undeveloped real estate in Cranbury, NJ) (This asset has been divested.) | None (or less than $1,001) | $15,001 - $50,000 |
| NEW JERSEY RENEWABLE POWER, LLC (operation of solar panels; Florham Park, NJ) (This asset has been divested.) | None (or less than $1,001) | $20,000 |
| KF-CENTERVIEW, LLC (Financial investments in Centerview Capital, LP; New York, NY) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $5,001 - $15,000 |
| SQ ASSOCIATES, LLC (Financial investments in Square Mile Partners, LP; New York, NY) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $15,001 - $50,000 |
| SQK ASSOCIATES, LLC (Financial investments in Square Mile Partners, LP; New York, NY) (This asset has been divested. Income amount is estimated.) | None (or less than $1,001) | $5,001 - $15,000 |
| CK LIVINGSTON ESPLANADE, LLC (Westminster Hotel; Livingston, NJ) (This asset has been divested.) | None (or less than $1,001) | $686,000 |
| Trust #4 | ||
| CHATHAM HILL ASSOCIATES, LLC (Residential Real Estate in Chatham, NJ) | $250,001 - $500,000 | $100,001 - $1,000,000 |
| ELMWOOD V. ASSOCIATES, LP (Commercial Real Estate in Chicago, IL) | $15,001 - $50,000 | $15,001 - $50,000 |
| LANDINGS APARTMENTS, LLC (Commercial Real Estate in Chicago, IL) | $250,001 - $500,000 | $100,001 - $1,000,000 |
| GELLERT 80 WEST END, LLC (Residential Real Estate in Long Branch, NJ) | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 |
| GELLERT 80 WEST END, LLC (Commercial Real Estate in Astoria, NY) | $50,001 - $100,000 | $15,001 - $50,000 |
| GOWAN ASSOCIATES, LLC (Undeveloped Real Estate in Brooklyn, NY) | $250,001 - $500,000 | $2,501 - $5,000 |
| IROQOUIS PROPERTIES, LP (Residential Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| K 26 JOURNAL SQUARE, LLC (Commercial Real Estate in Jersey City, NJ) | $50,001 - $100,000 | $15,001 - $50,000 |
| K 30 JOURNAL SQUARE, LLC (Undeveloped Real Estate in Jersey City, NJ) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| K ASTORIA, LLC (Residential Real Estate in Astoria, NY) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| K STONEHAGE VILLAGE 1 ASSOCIATES, LLC (Residential Real Estate in New York, NY) | $100,001 - $250,000 | $15,001 - $50,000 |
| VILLAGE KF 2 KM, LLC (Residential Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| VILLAGE KF 4-9-10 ASSOCIATES, LP (Residential Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| 65 BAY, LLC (f/k/a GAIA JC, LLC) (Residential Real Estate in Jersey City, NJ) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| K ONE JOURNAL SQUARE, LLC (Undeveloped Real Estate in Jersey City, NJ) (This asset has been divested. Capital gains amount is estimated.) | None (or less than $1,001) | $1,000,001 - $5,000,000 |
| KC DUMBO HOTEL, LLC (Option to Purchase Commercial Real Estate in Brooklyn, NY) | $1,000,001 - $5,000,000 | None (or less than $201) |
| KC DUMBO OFFICE, LLC (Commercial Real Estate in Brooklyn, NY) | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| KF MIDDLE RIVER, LLC (Residential Real Estate in Middle River & Essex, MD) (This asset has been divested.) | None (or less than $1,001) | $100,001 - $1,000,000 |
| KF WESTWOOD PARTNER, LLC (Residential Real Estate in Westwood & River Vale, NJ) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| KF-BLS MEMBER, LLC (Residential Real Estate in Brooklyn, NY) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| PUCK BUILDING, LP (Commercial Real Estate in New York, NY) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| ROUTE 10 ASSOCIATES, LLC (Industrial Real Estate in Whippany, NJ) | $100,001 - $250,000 | $15,001 - $50,000 |
| STATE TOWER OF SYRACUSE ASSOCIATES, LLC (Residential Real Estate in Leonia, NJ) | $50,001 - $100,000 | $15,001 - $50,000 |
| TIME SQUARE ASSOCIATES, LLC (Commercial Real Estate in New York, NY) | $5,000,001 - $25,000,000 | $1,000,001 - $5,000,000 |
| WARREN AT BAY ASSOCIATES, LLC (Commercial Real Estate in Jersey City, NJ) | $100,001 - $250,000 | $2,501 - $5,000 |
| WT 25 COLUMBIA, LLC (Real Estate Under Construction in Brooklyn, NY) | $250,001 - $500,000 | None (or less than $201) |
| 115 EAST 87, LLC (Carried Interest in Residential Real Estate in New York, NY) | $250,001 - $500,000 | None (or less than $201) |
| 80 ML, LLC (Commercial Real Estate in New York, NY) | $100,001 - $250,000 | $15,001 - $50,000 |
| KF-WIP CO. INVESTORS I, LLC (Industrial Real Estate in Middletown, PA) | $15,001 - $50,000 | $50,001 - $100,000 |
| KKC ASSOCIATES, LLC (Residential Real Estate in Kansas City, MO) | $1,001 - $15,000 | None (or less than $201) |
| STONE 16 ASSOCIATES, LLC (Residential Real Estate in New York, NY) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| P.V. DEVELOPMENT, LLC (Undeveloped Real Estate in Long Branch, NJ) | $500,001 - $1,000,000 | $1,001 - $2,500 |
| FLATBUSH 340 LENDER, LLC (Loan Receivable from 9 Dekalb Owner LLC; Brooklyn, NY) | $250,001 - $500,000 | $100,001 - $1,000,000 |
| KCOF-215 MOORE, LLC (Loan Receivable from Heritage Equities; Brooklyn, NY) | $100,001 - $250,000 | $100,001 - $1,000,000 |
| OBSERVER CAPITAL SM SPV, LLC (shares of corp stock in Source Media Holdings Inc,; New York, NY) | $5,000,001 - $25,000,000 | None (or less than $201) |
| OC PARTNERS, LLC (Cash; New York, NY) (This asset has been divested.) | None (or less than $1,001) | $1,000,001 - $5,000,000 |
| BRUCKNER P CORP. (Commercial Real Estate in New York, NY) (This asset has been divested.) | None (or less than $1,001) | Over $5,000,000 |
| JPMorgan High Yield Fund | $15,001 - $50,000 | None (or less than $201) |
| BRUCKNER PLAZA CENTER, LLC (Commercial Real Estate in New York, NY) (This asset has been divested.) | None (or less than $1,001) | Over $5,000,000 |
| FIFTH ASSOCIATES, LLC (Commercial Real Estate in New York, NY) (This asset has been divested.) | None (or less than $1,001) | Over $5,000,000 |
| CK REALTY HOLDINGS, LLC (Commercial Real Estate in New York, NY) (This asset has been divested.) | None (or less than $1,001) | Over $5,000,000 |
| CK REALTY HOLDINGS, LLC (Commercial Real Estate in Wippany, NJ) (This asset has been divested.) | None (or less than $1,001) | $15,001 - $50,000 |
| KFF 29 Second Avenue Realty, LLC (residential real estate in New York, NY) | None (or less than $1,001) | $15,001 - $50,000 |
| Trust #5 | ||
| BRYNWOOD GARDENS (Residential Real Estate in Old Bridge, NJ) | $100,001 - $250,000 | $15,001 - $50,000 |
| CHERRY PINES APARTMENTS (Residential Real Estate in Elizabeth, NJ) | $100,001 - $250,000 | $15,001 - $50,000 |
| COLONIAL HEIGHTS, LLC (Residential Real Estate in Parsippany, NJ) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| DARTMOUTH VILLAGE, LLC (Residential Real Estate in Parsippany, NJ) | $250,001 - $500,000 | $15,001 - $50,000 |
| EASTON NORTH ASSOCIATES, LP (Residential Real Estate in Franklin Township, NJ) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| FELMORE ASSOCIATES (Residential Real Estate in South River, NJ) | $100,001 - $250,000 | $15,001 - $50,000 |
| FIVE ACRE JV (Industrial Real Estate in Union, NJ) | $1,001 - $15,000 | $2,501 - $5,000 |
| KAY & ARR REALTY ASSOCIATES (Residential Real Estate in Elizabeth, NJ) | $15,001 - $50,000 | $5,001 - $15,000 |
| LMP JV (Industrial Real Estate in Edison, NJ) | $50,001 - $100,000 | $5,001 - $15,000 |
| LODI PHILLIPSBURG APARTMENT ASSOCIATES (Residential Real Estate in Lodi, NJ) | $100,001 - $250,000 | $15,001 - $50,000 |
| MARTHA BELL ASSOCIATES, LLC (Residential Real Estate in Elizabeth, NJ) | $50,001 - $100,000 | $5,001 - $15,000 |
| MT. PLEASANT JV (Commercial Real Estate in West Orange, NJ) | $1,001 - $15,000 | $5,001 - $15,000 |
| NETCONG HEIGHTS ASSOCIATES, LLC (Residential Real Estate in Netcong, NJ) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| OXFORD ARMS ASSOCIATES LIMITED PARTNERSHIP (Residential Real Estate in Edison, NJ) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| PARK LAKE VILLAGE (Residential Real Estate in Parsippany, NJ) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| PARK LANE MOBILE HOME PARK (Residential Real Estate in Union, NJ) | $50,001 - $100,000 | $2,501 - $5,000 |
| PINEFIELD MANOR, LLC (Residential Real Estate in Denville, NJ) | $100,001 - $250,000 | $15,001 - $50,000 |
| PRINCETON HORIZON APARTMENTS (Residential Real Estate in South Brunswick, NJ) | $250,001 - $500,000 | $50,001 - $100,000 |
| RIVER EDGE APARTMENTS (Residential Real Estate in Ewing, NJ) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| SKYTOP GARDENS (Residential Real Estate in Sayreville, NJ) | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| TAYLOR EDISION JV (Industrial Real Estate in Edison, NJ) | $15,001 - $50,000 | $1,001 - $2,500 |
| THE PINES APARTMENTS (Residential Real Estate in Elizabeth, NJ) | $50,001 - $100,000 | $5,001 - $15,000 |
| TOV MANOR ASSOCIATES, LP (Residential Real Estate in New Brunswick, NJ) | $500,001 - $1,000,000 | $50,001 - $100,000 |
| WESTFIELD JV (Commercial Real Estate in Westfield, NJ) | $1,001 - $15,000 | $5,001 - $15,000 |
| SCHOOLHOUSE JV (Commercial Real Estate in Milburn, NJ) | $1,001 - $15,000 | $2,501 - $5,000 |
| Trust #6 | ||
| 200 EAST 62ND 25A, LLC (Residential Real Estate in New York, NY) | $100,001 - $250,000 | $15,001 - $50,000 |
| 200 EAST 62ND 25B, LLC (Residential Real Estate in New York, NY) | $100,001 - $250,000 | $15,001 - $50,000 |
| 200 EAST 62ND 26D, LLC (Residential Real Estate in New York, NY) | $100,001 - $250,000 | $15,001 - $50,000 |
| 212 5TH 7C, LLC (Residential Real Estate in New York, NY) | $100,001 - $250,000 | None (or less than $201) |
| 212 5TH 8C, LLC (Residential Real Estate in New York, NY) | $100,001 - $250,000 | None (or less than $201) |
| 212 5TH 9C, LLC (Residential Real Estate in New York, NY) | $100,001 - $250,000 | None (or less than $201) |
| Trust #7 | ||
| Lincoln National Life Insurance Company, Variable Life | ||
| SSGA Bond Index Fund | $100,001 - $250,000 | None (or less than $201) |
| Delaware Diversified Floating Rate Fund | $15,001 - $50,000 | None (or less than $201) |
| Delaware VIP REIT Series | $50,001 - $100,000 | None (or less than $201) |
| Dimensional International Core Equity Fund | $100,001 - $250,000 | None (or less than $201) |
| Dimensional U.S. Core Equity Fund | $250,001 - $500,000 | None (or less than $201) |
| 55 CHALLENGER ROAD ASSOCIATES, LLC (Commercial Real Estate in Ridgefield Park, NJ) | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 |
| 570 WEST MT. PLEASANT ASSOCIATES, LLC (Residential Real Estate in Livingston, NJ) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| CHATHAM HILL ASSOCIATES, LLC (Residential Real Estate in Chatham, NJ) | $1,001 - $15,000 | $201 - $1,000 |
| GELLERT 80 WEST END, LLC (Residential Real Estate in Long Branch, NJ) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| GELLERT 80 WEST END, LLC (Commercial Real Estate in Astoria, NY) | $15,001 - $50,000 | $5,001 - $15,000 |
| K 30 JOURNAL Manager Corp. (Undeveloped Real Estate in Jersey City, NJ) | $1,001 - $15,000 | None (or less than $201) |
| K MARYLAND ASSOCIATES, LLC (Residential Real Estate in Baltimore, Garrett, & Prince George, MD) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| KUSHNER MIDWEST PARTNERS 1 LLC (Residential Real Estate in Toledo, Middletown, Akron & Bedford Heights, OH, Pittsburgh, PA & Speedway, IN) | $5,000,001 - $25,000,000 | Over $5,000,000 |
| NEW PUCK CORP. (Commercial Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| TIME SQUARE ASSOCIATES, LLC (Commercial Real Estate in New York, NY) | $5,000,001 - $25,000,000 | $1,000,001 - $5,000,000 |
| 411 WEST PUTNAM AVENUE (Commercial Real Estate in Greenwich, CT) | $1,001 - $15,000 | None (or less than $201) |
| KUSHNER CREDIT OPPORTUNITY FUND, LLC (Management Company; New York, NY) (This asset has a loan receivable to KCOF - 215 Moore LLC.) | $15,001 - $50,000 | None (or less than $201) |
| BFPS VENTURES, LLC (Real Estate in New York, NY) (The conflicting assets of this interest have been divested.) | Over $50,000,000 | Over $5,000,000 |
| U.S. bank account #2 (cash) | $100,001 - $250,000 | None (or less than $201) |
| U.S. money market account #2 (cash) | $15,001 - $50,000 | None (or less than $201) |
| BROADBAND PROLIFERATION PARTNERS, LLC (Wired Scores; New York, NY) (This asset is in the divestment process.) | $5,000,001 - $25,000,000 | $4,500,000 |
| REGAL BANK (Shares of Corp. Stock; Livingston ,NJ) (This asset is in the divestment process.) | $1,000,001 - $5,000,000 | None (or less than $201) |
| JKM CAPITAL, LLC (interest in venture capital fund; New York, NY) (Underlying assets are not disclosed due to preexisting confidentiality agreement. This asset has been divested.) | None (or less than $1,001) | $100,001 - $1,000,000 |
| THRIVE PARTNERS II GP, LLC (interest in venture capital fund; New York, NY) (Underlying assets are not disclosed due to preexisting confidentiality agreement. This asset has been divested.) | None (or less than $1,001) | $1,000,001 - $5,000,000 |
| THRIVE PARTNERS III GP, LLC (interest in venture capital fund; New York, NY) (Underlying assets are not disclosed due to preexisting confidentiality agreement. This asset has been divested.) | None (or less than $1,001) | Over $5,000,000 |
| JK IV LLC (interest in venture capital fund; New York, NY) (Underlying assets are not disclosed due to preexisting confidentiality agreement. This asset has been divested.) | None (or less than $1,001) | $1,000,001 - $5,000,000 |
| THRIVE PARTNERS V GP, LLC (interest in venture capital fund; New York, NY) (Underlying assets are not disclosed due to preexisting confidentiality agreement. This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| U.S. money market account #3 (cash) | $1,000,001 - $5,000,000 | $201 - $1,000 |
| U.S. bank account #3 (cash) | $50,001 - $100,000 | None (or less than $201) |
| U.S. money market account #4 (cash) | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account #4 (cash) | $1,000,001 - $5,000,000 | None (or less than $201) |
| U.S. bank account #5 (cash) | $1,001 - $15,000 | None (or less than $201) |
| U.S. bank account #6 (cash) | $100,001 - $250,000 | $201 - $1,000 |
| U.S. bank account #7 (cash) | $250,001 - $500,000 | None (or less than $201) |
| Pepsico, Inc. (28 shares) (This asset is in the divestment process.) | $1,001 - $15,000 | None (or less than $201) |
| Yum Brands, Inc. (8 shares) (This asset is in the divestment process.) | None (or less than $1,001) | None (or less than $201) |
| U.S. bank account #9 (cash) | $100,001 - $250,000 | None (or less than $201) |
| EATON VANCE ATLANTA CAP SMID CAP FUND CLASS I (EISMX) | $250,001 - $500,000 | $5,001 - $15,000 |
| ISHARES MSCI EAFE ETF (EFA) | $50,001 - $100,000 | None (or less than $201) |
| OPPENHEIMER DEVELOPING MARKETS CLASS Y (ODVYX) | $250,001 - $500,000 | $5,001 - $15,000 |
| POWERSHARES S&P 500 LOW VOLATILITY PORTFOLIO ETF (SPLV) | $100,001 - $250,000 | $15,001 - $50,000 |
| THORNBURG INTL VALUE FUND I (TGVIX) | $500,001 - $1,000,000 | $201 - $1,000 |
| VANGUARD GROWTH ETF (VUG) | $250,001 - $500,000 | $2,501 - $5,000 |
| VANGUARD VALUE ETF (VTV) | $100,001 - $250,000 | $1,001 - $2,500 |
| VIRTUS SMALL-CAP CORE FUND CLASS I (PKSFX) | $100,001 - $250,000 | $5,001 - $15,000 |
| HARTFORD WORLD BOND FUND I (HWDIX) | $250,001 - $500,000 | None (or less than $201) |
| LORD ABBETT INTERMEDIATE TAX FREE FUND CLASS F (LISFX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| LORD ABBETT HIGH YIELD FUND CLASS F (LHYFX) | $250,001 - $500,000 | $15,001 - $50,000 |
| RIVERNORTH/DOUBLELINE STRATEGIC INCOME FUND I (RNSIX) | $100,001 - $250,000 | $5,001 - $15,000 |
| TEMPLETON GLOBAL BOND ADV (TGBAX) | $100,001 - $250,000 | $2,501 - $5,000 |
| VANGUARD TOTAL BOND MKT ETF (BND) | $100,001 - $250,000 | None (or less than $201) |
| WELLS FARGO INTERMEDIATE TAX/AMTFREE FUND CLASS INST (WITIX) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| VAN ECK CM COMMODITY INDEX FUND Y (CMCYX) | $250,001 - $500,000 | $15,001 - $50,000 |
| U.S. bank account #10 (cash) | $1,001 - $15,000 | None (or less than $201) |
| Blackstone Strategic Alliance Fund II LP (This asset is in the divestment process. Filer and his family lack control over, and knowledge of, the underlying assets held by the portfolio funds that the fund has invested in.) | $250,001 - $500,000 | $100,001 - $1,000,000 |
| A&Q LONG/SHORT STRATEGIES FUND LLC PROMISSORY NOTE (This promissory note arose from a divestment. Promissory note will be repaid by the first quarter of 2018. Value of payment fixed as of divestment. Filer and his family lack control over, and knowledge of, the underlying assets held by the portfolio funds that the fund has invested in.) | $1,001 - $15,000 | None (or less than $201) |
| PIMCO RAE FUNDAMENTAL ADVANTAGE PLUS FUND CLASS P (PFATX) (This asset has been divested.) | None (or less than $1,001) | $2,501 - $5,000 |
| POWERSHARES S&P 500 DOWNSIDE HEDGED PORTFOLIO ETF (PHDG) | None (or less than $1,001) | $1,001 - $2,500 |
| U.S. bank account #8 (cash) | $250,001 - $500,000 | None (or less than $201) |
| UBS RMA Government money market fund (RMGXX) | $1,001 - $15,000 | None (or less than $201) |
| EATON VANCE ATLANTA CAP SMID CAP FUND CLASS I (EISMX) | $15,001 - $50,000 | $201 - $1,000 |
| SIGNATURE BANK NEW YORK NY (This asset has been divested.) | None (or less than $1,001) | $15,001 - $50,000 |
| PIMCO TOTAL RETURN FUND CLASS P (PTTPX) | $50,001 - $100,000 | $1,001 - $2,500 |
| FIRST EAGLE GLOBAL FUNDS CLASS I (SGIIX) | $15,001 - $50,000 | $5,001 - $15,000 |
| U.S. bank account #11 (cash) | $1,001 - $15,000 | None (or less than $201) |
| EATON VANCE ATLANTA CAP SMID CAP FUND CLASS I (EISMX) | $15,001 - $50,000 | None (or less than $201) |
| SIGNATURE BANK NEW YORK NY (This asset has been divested.) | None (or less than $1,001) | $15,001 - $50,000 |
| PIMCO TOTAL RETURN FUND CLASS P (PTTPX) | $15,001 - $50,000 | $1,001 - $2,500 |
| FIRST EAGLE GLOBAL FUNDS CLASS I (SGIIX) | $15,001 - $50,000 | $1,001 - $2,500 |
| PRINCIPAL SM-MD CP DIV P (PMDPX) | $1,001 - $15,000 | None (or less than $201) |
| SIGNATURE BANK NEW YORK NY (This asset has been divested.) | None (or less than $1,001) | $5,001 - $15,000 |
| PIMCO TOTAL RETURN FUND CLASS P (PTTPX) | $1,001 - $15,000 | None (or less than $201) |
| FIRST EAGLE GLOBAL FUNDS CLASS I (SGIIX) | $1,001 - $15,000 | None (or less than $201) |
| EuroPacific Growth Fund - 529-A (1016) (CEUAX) | $50,001 - $100,000 | None (or less than $201) |
| Washington Mutual Investors Fund - 529-A (1001) (CWMAX) | $100,001 - $250,000 | None (or less than $201) |
| EuroPacific Growth Fund - 529-A (1016) (CEUAX) | $50,001 - $100,000 | None (or less than $201) |
| Washington Mutual Investors Fund - 529-A (1001) (CWMAX) | $100,001 - $250,000 | None (or less than $201) |
| EuroPacific Growth Fund - 529-A (1016) (CEUAX) | $50,001 - $100,000 | None (or less than $201) |
| Washington Mutual Investors Fund - 529-A (1001) (CWMAX) | $50,001 - $100,000 | None (or less than $201) |
| 502 6G LLC (Residential Real Estate in New York, NY) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| K MARYLAND ASSOCIATES, LLC (Residential Real Estate in Baltimore, Garrett & Prince George, MD) | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| KUSHNER MIDWEST PARTNERS 1 LLC (Residential Real Estate in Toledo, Middletown, Akron & Bedford Heights, OH, Pittsburgh, PA & Speedway, IN) | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 |
| Flatbush 340 Lender LLC (Loan Receivable from 9 Dekalb Owner LLC; Brooklyn, NY) | $100,001 - $250,000 | $15,001 - $50,000 |
| The Obsidian Fund LLC Class C (This asset is in the divestment process. Redemption value fixed as on Jan. 1, 2017. Filer and his family lack control over, and knowledge of, the underlying assets held by the fund at the position level. 2016 and 2017 income estimated based on 2015 K-1 statement.) | $1,000,001 - $5,000,000 | $100,001 - $1,000,000 |
| Hennessy Gas Utility Index Fund Investor Class Shares (GASFX) (This asset has been divested.) | None (or less than $1,001) | $15,001 - $50,000 |
| ISHARES 20+ YEAR TREAS BOND ETF (TLT) (This asset has been divested.) | None (or less than $1,001) | $15,001 - $50,000 |
| JP MORGAN CORE BOND FUND SELECT (WOBDX) (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| NUVEEN ENHANCED AMT-FREE MUNICIPAL CREDIT OPPORTUNITIES FUND (NVG) (This line item represents holdings in both the Nuveen Municipal Opportunity Fund (NIO) and the Nuveen Enhanced AMT-Free Municipal Credit Opportunities Fund (NVG). NIO was merged into NVG in April of 2016.) | None (or less than $1,001) | $5,001 - $15,000 |
| PIMCO ENHANCED SHORT MAT ACTIVE ETF (MINT) (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| SIGNATURE BANK NEW YORK NY (This asset has been divested.) | None (or less than $1,001) | $100,001 - $1,000,000 |
| TEMPLETON GLOBAL INCOME FUND (GIM) (This asset has been divested.) | None (or less than $1,001) | $2,501 - $5,000 |
| BOEING COMPANY (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| DOMINION RESOURCES INC VA (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| ISHARES MSCI EAFE ETF (EFA) | $1,001 - $15,000 | None (or less than $201) |
| HOME DEPOT INC (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| MICROSOFT CORP (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| NEXTERA ENERGY INC (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| OPPENHEIMER DEVELOPING MARKETS (ODVYX) | $1,001 - $15,000 | None (or less than $201) |
| ROCKWELL AUTOMATION INC (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| SCHLUMBERGER LTD NETHERLANDS ANTILLES (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD VALUE ETF (VTV) | $15,001 - $50,000 | None (or less than $201) |
| VANGUARD GROWTH ETF (VUG) | $15,001 - $50,000 | None (or less than $201) |
| EATON VANCE GLOBAL MACRO ABSOLUTE RETURN ADV FUND (EGRIX) (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| BOEING COMPANY (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| DOMINION RESOURCES INC VA (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| HOME DEPOT INC (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| MICROSOFT CORP (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| NEXTERA ENERGY INC (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| OPPENHEIMER DEVELOPING MARKETS (ODVYX) | $15,001 - $50,000 | None (or less than $201) |
| PRINCIPAL SM-MID CP DIV P (PMDPX) | $50,001 - $100,000 | None (or less than $201) |
| ROCKWELL AUTOMATION INC (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| SCHLUMBERGER LTD NETHERLANDS ANTILLES (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| VANGUARD VALUE ETF (VTV) | $15,001 - $50,000 | None (or less than $201) |
| VANGUARD GROWTH ETF (VUG) | $15,001 - $50,000 | None (or less than $201) |
| BOEING COMPANY (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| DOMINION RESOURCES INC VA (This asset has been divested.) | None (or less than $1,001) | None (or less than $201) |
| HOME DEPOT INC (This asset has been divested.) | None (or less than $1,001) | None (or less than $201) |
| ISHARES MSCI EAFE ETF (EFA) | $1,001 - $15,000 | None (or less than $201) |
| MICROSOFT CORP (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| NEXTERA ENERGY INC (This asset has been divested.) | None (or less than $1,001) | None (or less than $201) |
| OPPENHEIMER DEVELOPING MARKETS (ODVYX) | $1,001 - $15,000 | None (or less than $201) |
| ROCKWELL AUTOMATION INC (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| SCHLUMBERGER LTD NETHERLANDS ANTILLES (This asset has been divested.) | None (or less than $1,001) | None (or less than $201) |
| VANGUARD VALUE ETF (VTV) | $1,001 - $15,000 | None (or less than $201) |
| VANGUARD GROWTH ETF (VUG) | $1,001 - $15,000 | None (or less than $201) |
| 80 ML, LLC (Commercial real estate in New York, NY) (This asset has been divested.) | None (or less than $1,001) | $201 - $1,000 |
| KF MIDDLE RIVER, LLC (Residential real estate in Middle River & Essex, MD) | $1,001 - $15,000 | $201 - $1,000 |
| KF WESTWOOD PARTNER, LLC (Residential real estate in Westwood & River Vale, NJ) (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| WESTMINSTER TITLE ASSOCIATES, LLC (Insurance brokerage license; Florham Park, NJ) (This asset has been divested.) | None (or less than $1,001) | $117,500 |
| BRUCKNER PLAZA CENTER CORP. (Commercial Real Estate in New York, NY) (This asset has been divested.) | None (or less than $1,001) | $100,001 - $1,000,000 |
| NEWS CORPORATION (This asset has been divested.) | None (or less than $1,001) | $1,001 - $2,500 |
| 21ST CENTURY FOX (This asset has been divested.) | None (or less than $1,001) | $5,001 - $15,000 |
| ISHARES MSCI EAFE ETF | $15,001 - $50,000 | None (or less than $201) |
| UBS RMA Government Money Market Fund (RMGXX) | $15,001 - $50,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| Treasury Note | $1,000,001 - $5,000,000 | None (or less than $201) |
| iShares Russell 1000 ETF (IWB) | $1,000,001 - $5,000,000 | None (or less than $201) |
| Powershares Nasdaq 100 ETF (QQQ) | $1,000,001 - $5,000,000 | None (or less than $201) |
| Janus Enterprise Mid Cap Growth (JMGRX) | $1,000,001 - $5,000,000 | None (or less than $201) |
| Wells Fargo Special Small Cap Value (ESPNX) | $1,000,001 - $5,000,000 | None (or less than $201) |
| Metlife (This asset is in the divestment process.) | $50,001 - $100,000 | $1,001 - $2,500 |
| U.S. Bank Account #12 (cash) | $1,000,001 - $5,000,000 | None (or less than $201) |
| U.S. bank account #13 | $1,000,001 - $5,000,000 | None (or less than $201) |
| C-III Recovery Fund I LP (Underlying assets are not disclosed due to preexisting confidentiality agreement. This asset has been divested.) | None (or less than $1,001) | $100,001 - $1,000,000 |
| 20 de Bariloche LP (Real Estate in Argentina) (This asset has been divested. 2016 and 2017 income estimated based on 2015 K-1 statement.) | None (or less than $1,001) | $1,001 - $2,500 |
| 666 KC MANAGEMENT, LLC (Management company; New York, NY) (This asset has been divested.) | None (or less than $1,001) | $3,000,000 |
| A&Q LONG/SHORT STRATEGIES FUND LLC (This asset has been divested.) | None (or less than $1,001) | $2,501 - $5,000 |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Valley National Bank | Unsecured line of credit | $5,000,001 - $25,000,000 | PRIME+0.75% | 2015 |
| Deutsche Bank (Filer holds this line of credit jointly with his mother.) | Unsecured line of credit | $5,000,001 - $25,000,000 | LIBOR+2.5% | 2015 |
| Bank of America (Filer holds this line of credit jointly with his father.) | Unsecured line of credit | $1,000,001 - $5,000,000 | LIBOR+2.5% | 2016 |
| IDB Bank (Filer holds this line of credit jointly with his father.) | Unsecured line of credit | $1,000,001 - $5,000,000 | 4.5% | 2016 |
| New York Community Bank (Filer holds this line of credit jointly with his father.) | Unsecured line of credit | $1,000,001 - $5,000,000 | PRIME (3.25% F) | 2016 |
| Citi Group (Filer holds this line of credit jointly with his mother.) | Unsecured line of credit | $1,000,001 - $5,000,000 | LIBOR+2.9% | 2015 |
| Signature Bank (Filer holds this line of credit jointly with his father.) | Unsecured line of credit | $1,000,001 - $5,000,000 | PRIME+0.5% (4% F) | 2016 |
| Investors Savings Bank | Unsecured line of credit | $1,000,001 - $5,000,000 | PRIME (3.25% F) | 2015 |
| Millington Bank | Unsecured line of credit | $1,000,001 - $5,000,000 | PRIME (3.5% F) | 2016 |
| Signature Bank | Secured line of credit | $1,000,001 - $5,000,000 | PRIME+0.5% (4% F) | 2016 |
| Bank of America (Filer holds this note jointly with his father.) | Note payable | $1,000,001 - $5,000,000 | LIBOR+2.75% | 2015 |
| Visa | Credit Card | $100,001 - $250,000 | 13.74% | 2008 |
| Visa | Credit Card | $15,001 - $50,000 | 13.74% | 2008 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Ivanka M. Trump Business Trust (IT Collection LLC, Holding Company in New York, NY)) | Over $50,000,000 | None (or less than $201) | |
| IT Operations LLC (Management Company in New York, NY) | |||
| IT Operations Managing Member Corp (Pass-Thru Company for IT Operations LLC; New York, NY) | |||
| IT Apparel II LLC (Licensing contracts for clothing and cold weather accessories; New York, NY) | |||
| IT Apparel II Managing Member Corp (Pass- Thru Company for IT Apparel II LLC; New York, NY) | |||
| IT Baby Home LLC (Licensing contracts for baby products - bedding giftables; New York, NY) | |||
| IT Baby Home Member Corp (Pass-Thru Company for IT Baby Home LLC; New York, NY) | |||
| IT Eyewear LLC (Licensing contracts for sunglasses; New York, NY) | |||
| IT Eyewear Manager Corp (Pass-Thru Company for IT Eyewear LLC; New York, NY) | |||
| IT Fashion Jewelry LLC (Licensing contracts for costume jewelry; New York, NY) | |||
| IT Fashion Jewelry Member Corp (Pass-Thru Company for IT Fashion Jewelry LLC; New York, NY) | |||
| IT Fragrance LLC (Licensing contracts for perfume; New York, NY) | |||
| IT Fragrance Manager Corp (Pass-Thru Company for IT Fragrance LLC; New York, NY) | |||
| IT Handbags LLC (Licensing contracts for handbags; New York; NY) | |||
| IT Handbags Member Corp (Pass-Thru for IT Handbags LLC; New York, NY) | |||
| IT Home Marks LLC (Licensing contracts for home products; New York, NY) | |||
| IT Home Marks Managing Member Corp (Pass-Thru Company for IT Home Marks LLC; New York, NY) | |||
| IT Promotions LLC (Event Promoter in New York, NY) | |||
| Ivanka Trump Marks LLC (Owner of Various Trademarks; New York, NY) | |||
| Ivanka Marks Holding Corp (Pass-Thru Company for Ivanka Trump Marks LLC; New York, NY) | |||
| Ivanka Trump Marks II LLC (Licensing contracts for shoes; New York, NY) | |||
| Ivanka Trump Marks II Member Corp (Pass- Thru Company for Ivanka Trump Marks II LLC; New York, NY) | |||
| Ivanka Trump Marks Jewelry LLC (Licensing contracts for fine jewelry; New York, NY) | |||
| Ivanka Trump Marks Jewelry Member Corp (Pass-Thru Company for Ivanka Trump Marks Jewelry LLC; New York, NY) | |||
| IT WWW PUB LLC (Book Contract with Penguin Random House LLC; New York, NY) (This asset has been divested.) | |||
| "Women Who Work," Penguin Random House LLC (value not readily ascertainable) | Advance | ||
| Ivanka OPO LLC (Investment in Trump Old Post Office LLC; Washington, DC) | $5,000,001 - $25,000,000 | Rent or Royalties | $1,000,001 - $5,000,000 |
| T International Realty LLC (Luxury Real Estate Brokerage Company; New York, NY) | $1,000,001 - $5,000,000 | Guaranteed Payment and Commissions | |
| TTT Consulting LLC (Consulting, licensing, and management services for real estate projects; New York, NY) | $5,000,001 - $25,000,000 | Guaranteed Payment and Consulting Fees | |
| TTTT Venture LLC (royalties and licensing for real estate projects; New York, NY) | $5,000,001 - $25,000,000 | Rent or Royalties | |
| TRUMP PAYROLL CORP (New York, NY) | Salary | ||
| GCM Trust (Trustee; New York, NY) | Trustee Fees | ||
| Trump Payroll Corp, 401(k) plan | |||
| Fidelity Overseas Fund (FOSFX) | $50,001 - $100,000 | None (or less than $201) | |
| Fidelity Growth Company (FDGRX) | $50,001 - $100,000 | None (or less than $201) | |
| Fidelity Value Fund (FDVLX) | $50,001 - $100,000 | None (or less than $201) | |
| Fidelity Dividend Growth Fund (FDGFX) | $50,001 - $100,000 | None (or less than $201) | |
| Fidelity Freedom 2040 Fund (FFFFX) | $50,001 - $100,000 | None (or less than $201) | |
| "The Trump Card," Simon & Schuster (value not readily ascertainable) | None (or less than $201) | ||
| IT OPERATIONS LLC (all assets reflected in the Ivanka M. Trump Business Trust) | None (or less than $1,001) | Rent or Royalties | Over $5,000,000 |
| WWW OPERATIONS LLC (holds URL associated with Women Who Work; value not readily ascertainable; New York, NY) | None (or less than $201) |
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