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.
Trevor D. Traina
Ambassador, Austria | Financial Disclosure »
Former Positions Outside Government
- 7491 St Helena Hwy LLC Managing Member
- Casa Maravilla LLC Managing Member
- Cathedral School for Boys Trustee, Past Board Chair
- DBW Trust for DDT dated 12/11/08 Trustee
- FBO Grandparents Trust Trustee
- Grace Cathedral Trustee
- Moonrise Kingdom LLC Managing Member
- TDT Revocable Trust Trustee
- TT Irrevocable Trust Trustee
- The Fine Arts Museums of San Francisco Trustee
- Traina Capital Inc. President & Sole Owner
- Traina Exempt Trust Trustee
- Traina Interactive Corporation (dba IfOnly) Chairman & CEO
- Trevor Dow & John Todd Traina Partners LLC Managing Member
- Twinkle Trust Trustee
- Venetian Heritage Trustee, Vice President
Former Compensation Sources
- Traina Interactive Corporation (dba IfOnly) Chairman and CEO
Employment Assets
| Description | Value | Income |
|---|---|---|
| Traina Interactive Corporation (dba IfOnly) (Online marketplace for venders to sell experiences.) | $311,560 | |
| Trevor Traina - IRA Account | ||
| US Brokerage Money Market Account #3 (cash) | $1,001 - $15,000 | None (or less than $201) |
| BLACKROCK GLOBAL DIV PORT C | None (or less than $1,001) | $1,001 - $2,500 |
| BRANDES INTERNATIONAL EQ I | None (or less than $1,001) | $201 - $1,000 |
| ISHARES MSCI EMERGING MKTS ETF | $15,001 - $50,000 | None (or less than $201) |
| ISHARES MSCI EAFE ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES RUSSELL 1000 VALUE ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES RUSSELL 1000 GRW ETF | $15,001 - $50,000 | None (or less than $201) |
| ISHARES RUSSELL 2000 ETF | $1,001 - $15,000 | None (or less than $201) |
| Traina Interactive Corporation Common Shares | $5,000,001 - $25,000,000 | None (or less than $201) |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| 242 Columbus Ave LLC (Restaurant located in San Francisco, CA) | $15,001 - $50,000 | None (or less than $201) |
| AirMedia, Inc. (Media company located in Culver City, CA) | $250,001 - $500,000 | None (or less than $201) |
| Avvo, Inc. (Online legal marketplace company located in Seattle, WA) | $250,001 - $500,000 | None (or less than $201) |
| Benchmark Founders' Fund VII, L.P. | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| Bitcoin (digital currency) | None (or less than $1,001) | None (or less than $201) |
| Bolt Financial (Online payment platform headquartered in San Francisco, CA) | $50,001 - $100,000 | None (or less than $201) |
| Chorus Fitness (Fitness company located in San Francisco, CA) | $15,001 - $50,000 | None (or less than $201) |
| ClarityMoney (Financial company assists with organization located in New York, NY) | $15,001 - $50,000 | None (or less than $201) |
| Cypre, Inc. (Biotechnology company located in San Francisco, CA) | $15,001 - $50,000 | None (or less than $201) |
| Data Collective III, LP | $50,001 - $100,000 | $5,001 - $15,000 |
| Doctor on Demand, Inc. | $5,000,001 - $25,000,000 | None (or less than $201) |
| Dropbox, Inc. (Filehosting service company headquartered in San Francisco, CA) | $100,001 - $250,000 | None (or less than $201) |
| EMF I, a series of SNF Partners (Holds an interest in Filecoin) | $100,001 - $250,000 | None (or less than $201) |
| Filecoin (Company that intends to become digital currency) | $100,001 - $250,000 | None (or less than $201) |
| G2 Investment Group, LLC (Operating company giving investment advice) | $250,001 - $500,000 | None (or less than $201) |
| Gruppo Chiarello (Restaurant group located in San Francisco, CA) | $15,001 - $50,000 | None (or less than $201) |
| Hampton Creek (Food technology company located in San Francisco, CA) | $100,001 - $250,000 | None (or less than $201) |
| ICQ Investments LLC / Survey Monkey (Operating company located in California) | $50,001 - $100,000 | None (or less than $201) |
| KIC Co-Invest 1, LLC | None (or less than $201) | |
| Buck B, LLC | ||
| Warwick Energy Group (oil/gas exploration company) | None (or less than $1,001) | |
| D5X, LLC | ||
| Dropbox, Inc. (Filehosting service company headquartered in San Francisco, CA) | $100,001 - $250,000 | |
| G5N, LLC | ||
| CNOR,LP (oil/gas exploration company) | $500,001 - $1,000,000 | |
| S7E, LLC | ||
| Warwick Partners II, LLC (oil/gas exploration company) | $250,001 - $500,000 | |
| X4I, LLC | ||
| Xiaomi Corp (Chinese electronics and software company headquartered in Beijing, China) | $250,001 - $500,000 | |
| Kombo Venture Partners | None (or less than $201) | |
| Beautycon (Cosmetics company based in Los Angeles, CA) | $1,001 - $15,000 | |
| Clutter (Tech-enabled storage company based in Culver City, CA) | $1,001 - $15,000 | |
| Rinse, Inc. (On-demand laundry company based in San Francisco, CA) | $1,001 - $15,000 | |
| Vive (Virtual reality system company based in San Francisco, CA) | None (or less than $1,001) | |
| UniKey Technologies, Inc. (Alternative access control company based in San Francisco, CA) | $1,001 - $15,000 | |
| Roomify (Room furnishing delivery company based in Ausin, TX) | $1,001 - $15,000 | |
| PocketWatch, Inc. (Media company located in Culver City, CA) | $1,001 - $15,000 | |
| ReplyYes, Inc. (Computer software company located in Seattle, WA) | $1,001 - $15,000 | |
| MidoPlay Inc. (Cloud based global lottery service located in San Francisco, CA) | $50,001 - $100,000 | None (or less than $201) |
| MiraCorp, Inc. - Convertible Note (Operating company located in Gilbert, AZ) | $15,001 - $50,000 | None (or less than $201) |
| Nextdoor, Inc. (Website company located in San Francisco, CA) | $1,000,001 - $5,000,000 | None (or less than $201) |
| Opendoor (Online home-selling service company located in San Francisco, CA) | $100,001 - $250,000 | None (or less than $201) |
| Placer Labs Inc. (Company that indexes all the world's foot traffic) | $15,001 - $50,000 | None (or less than $201) |
| TJD Block LP (Holds investment in Filecoin) | $100,001 - $250,000 | None (or less than $201) |
| Bolt Financial - Convertible Note | $50,001 - $100,000 | None (or less than $201) |
| Uber Technologies, Inc. | $100,001 - $250,000 | None (or less than $201) |
| Uphold Inc.(Cloud based financial services company located in San Francisco, CA) | $15,001 - $50,000 | None (or less than $201) |
| Trevor D Traina Revocable Trust (Advisory Account) | ||
| US Brokerage Money Market Account #9 (cash) | $250,001 - $500,000 | None (or less than $201) |
| TESLA INC | None (or less than $1,001) | $15,001 - $50,000 |
| SALESFORCE.COM INC | None (or less than $1,001) | $15,001 - $50,000 |
| DOW CHEMICAL CO | $100,001 - $250,000 | $5,001 - $15,000 |
| Advancepierre Foods Holdings | None (or less than $1,001) | $201 - $1,000 |
| Atlassian Corp Plc | None (or less than $1,001) | $1,001 - $2,500 |
| Editas Medicine Inc | None (or less than $1,001) | $1,001 - $2,500 |
| Facebook Inc | None (or less than $1,001) | $5,001 - $15,000 |
| First Hawaiian Inc | None (or less than $1,001) | $201 - $1,000 |
| Grupo Superviele | None (or less than $1,001) | $1,001 - $2,500 |
| Line Corp | None (or less than $1,001) | $201 - $1,000 |
| Mgm Growth Properties LLC | None (or less than $1,001) | $201 - $1,000 |
| Nutanix Inc | None (or less than $1,001) | $2,501 - $5,000 |
| Patheon N.V. | None (or less than $1,001) | $201 - $1,000 |
| Tpi Composites Inc | None (or less than $1,001) | $201 - $1,000 |
| Us Foods Holding Corp | None (or less than $1,001) | $201 - $1,000 |
| Riverview Strategic Opportunities Fund I LP | $250,001 - $500,000 | None (or less than $201) |
| Riverview SOF I AIV LP | $15,001 - $50,000 | $2,501 - $5,000 |
| ARGOSY Real Estate Parallel Partners III - MS LP | None (or less than $201) | |
| DoubleTree Feb-14 El Segundo, CA (Hotel located in El Segundo, CA) | $50,001 - $100,000 | |
| Holiday Inn Exp Mar-15 Ft. Washington, PA (Hotel located in Washington, PA) | $15,001 - $50,000 | |
| Sheraton Jun-15 Jacksonville, FL (Hotel located in Jacksonville, FL) | $15,001 - $50,000 | |
| AC Marriot Aug-15 Atlanta, GA (Hotel located in Atlanta, GA) | $15,001 - $50,000 | |
| PRISA Portfolio Jul-16 Tampa & Orlando, FL (Hotel located in Tampa & Orlando, FL) | $15,001 - $50,000 | |
| Mission Bay Jun-14 San Francisco, CA (Residential Real Estate located in San Francisco, CA) | $100,001 - $250,000 | |
| Clearwater Feb-15 Clearwater, FL (Residential Real Estate located in Clearwater, FL) | $50,001 - $100,000 | |
| Verse on Bell May-15 Antioch, TN (Residential Real Estate located in Antioch, TN) | $15,001 - $50,000 | |
| Spring Mountain Dec-15 Las Vegas, NV (Residential Real Estate located in Las Vegas, NV) | $50,001 - $100,000 | |
| Austin Portfolio Dec-16 Austin, TX (Residential Real Estate located in Austin, TX) | $50,001 - $100,000 | |
| Eastmont Mar-15 Oakland, CA (Office Building located in Oakland, CA) | $50,001 - $100,000 | |
| Jet55 May-15 Plymouth, MN (Office Building located in Plymouth, MN) | $15,001 - $50,000 | |
| 900 Congress Apr-16 Austin, TX (Office Building located inAustin, TX) | $50,001 - $100,000 | |
| Placer May-13 Placer County, CA (Residential Land located in Placer County, CA) | $15,001 - $50,000 | |
| Tuscany Jun-13 Lake Elsinore, CA (Residential Land located in Lake Elsinore, CA) | $15,001 - $50,000 | |
| Silverleaf Sep-13 Chesterfield, VA (Residential Land in Chesterfiled, VA) | $50,001 - $100,000 | |
| Tallman Gulch Dec-14 Parker, CO (Residential Land Parker, CO) | $15,001 - $50,000 | |
| Kapiolani Nov-15 Honolulu, HI (Residential Land Honolulu, HI) | $50,001 - $100,000 | |
| Barry Towne Nov-16 Kansas City, MO (Retail Real Estate located in Kansas City, MO) | $50,001 - $100,000 | |
| ARGOSY RE PARTNERS IV LP | $15,001 - $50,000 | None (or less than $201) |
| CLOVERLAY APM I LP | $15,001 - $50,000 | None (or less than $201) |
| Bridge Multifamily & Commercial Office Fund II LP | $500,001 - $1,000,000 | $100,001 - $1,000,000 |
| Trevor Traina Revocable Trust (Portfolio Management Account) | ||
| US Brokerage Money Market Account #1 (cash) | $50,001 - $100,000 | None (or less than $201) |
| Kate Spade & Co | None (or less than $1,001) | $15,001 - $50,000 |
| Express Scripts Hldg Co | None (or less than $1,001) | $5,001 - $15,000 |
| ABBOTT LABORATORIES | $50,001 - $100,000 | $1,001 - $2,500 |
| ABBVIE INC COM | $50,001 - $100,000 | $2,501 - $5,000 |
| ADOBE SYSTEMS | $15,001 - $50,000 | None (or less than $201) |
| AFFILIATED MGRS GROUP INC | $15,001 - $50,000 | None (or less than $201) |
| ALLEGHENY TECH INC | $1,001 - $15,000 | None (or less than $201) |
| AMAZON COM INC | $100,001 - $250,000 | $15,001 - $50,000 |
| BOSTON SCIENTIFIC CORP | $50,001 - $100,000 | None (or less than $201) |
| CAMPBELL SOUP | $50,001 - $100,000 | $2,501 - $5,000 |
| CAVIUM INC COM | $15,001 - $50,000 | None (or less than $201) |
| CORNING INC | $50,001 - $100,000 | $1,001 - $2,500 |
| COCA COLA CO | None (or less than $1,001) | $15,001 - $50,000 |
| DXC TECHNOLOGY COMPANY | $1,001 - $15,000 | None (or less than $201) |
| DOVER CORP | $1,001 - $15,000 | None (or less than $201) |
| DOW CHEMICAL CO | $500,001 - $1,000,000 | $15,001 - $50,000 |
| EQT CORPORATION COM NEW | $1,001 - $15,000 | None (or less than $201) |
| FRANKLIN RESOURCES INC | None (or less than $1,001) | $50,001 - $100,000 |
| GILEAD SCIENCE | $500,001 - $1,000,000 | $15,001 - $50,000 |
| HP INC COM | $1,001 - $15,000 | None (or less than $201) |
| HEWLETT PACKARD ENTERPRISE | $1,001 - $15,000 | None (or less than $201) |
| INTL FLAVORS & FRAGRANCES | $50,001 - $100,000 | $1,001 - $2,500 |
| INTUIT INC | None (or less than $1,001) | $15,001 - $50,000 |
| JOHNSON & JOHNSON | $15,001 - $50,000 | $1,001 - $2,500 |
| KNOWLES CORPORATION | None (or less than $1,001) | None (or less than $201) |
| L BRANDS INC COM | $1,001 - $15,000 | $1,001 - $2,500 |
| ESTEE LAUDER CO INC CL A | $1,001 - $15,000 | None (or less than $201) |
| ELI LILLY & CO | $15,001 - $50,000 | $1,001 - $2,500 |
| MERCK & CO INC NEW COM | $50,001 - $100,000 | $2,501 - $5,000 |
| MICROSOFT CORP | $1,001 - $15,000 | None (or less than $201) |
| MORGAN STANLEY | $15,001 - $50,000 | $201 - $1,000 |
| NORTHERN TRUST CORP | None (or less than $1,001) | $15,001 - $50,000 |
| NOW INC | None (or less than $1,001) | None (or less than $201) |
| ORACLE CORP | $50,001 - $100,000 | $1,001 - $2,500 |
| PHILIP MORRIS INTL INC | $15,001 - $50,000 | $1,001 - $2,500 |
| POLARIS INDUSTRIES INC | $50,001 - $100,000 | $2,501 - $5,000 |
| CHARLES SCHWAB NEW | $100,001 - $250,000 | $1,001 - $2,500 |
| QUEST DIAGNOSTICS INC | None (or less than $1,001) | $15,001 - $50,000 |
| QUALCOMM INC (QCOM) | None (or less than $1,001) | $15,001 - $50,000 |
| SUNTRUST BKS (STI) | None (or less than $1,001) | $15,001 - $50,000 |
| TEVA PHARMACEUTICALS ADR | $1,001 - $15,000 | $201 - $1,000 |
| TIFFANY & COMPANY NEW | $100,001 - $250,000 | $2,501 - $5,000 |
| BITCOIN INVT TR SHS | None (or less than $1,001) | $50,001 - $100,000 |
| Trevor Traina Revocable Trust (Advisory Account) | ||
| US Brokerage Money Market Account #2 (cash) | $50,001 - $100,000 | None (or less than $201) |
| DOW CHEMICAL CO | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| FULL CIRCLE CAP CORP COM | None (or less than $1,001) | $201 - $1,000 |
| GILEAD SCIENCE | $15,001 - $50,000 | $201 - $1,000 |
| MICROSOFT CORP | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| TENCENT HLDGS LTD UNSPON ADR (Chinese investment holding conglomerate) | $1,001 - $15,000 | None (or less than $201) |
| ZYNGA INC | $1,001 - $15,000 | $2,501 - $5,000 |
| ALIBABA GROUP HLDG LTD | None (or less than $1,001) | $2,501 - $5,000 |
| Restoration hardware Hldgs Inc | None (or less than $1,001) | $15,001 - $50,000 |
| HAMILTON LANE | None (or less than $1,001) | $201 - $1,000 |
| SNAP INC | None (or less than $1,001) | $2,501 - $5,000 |
| BELDORE CAPTL LLC | $1,000,001 - $5,000,000 | $50,001 - $100,000 |
| DDT Irrevocable TR U/A Brokerage Account | ||
| US Brokerage Money Market Account #4 (cash) | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES QQQ TR | $50,001 - $100,000 | $201 - $1,000 |
| SPDR S&P 500 ETF TRUST | $100,001 - $250,000 | $2,501 - $5,000 |
| TRAINA EXEMPT TR Brokerage Account | ||
| US Brokerage Money Market Account #5 (cash) | $1,001 - $15,000 | None (or less than $201) |
| BLACKROCK GLOBAL DIV PORT C | None (or less than $1,001) | $1,001 - $2,500 |
| CAMBIAR SMID INVESTOR | None (or less than $1,001) | $201 - $1,000 |
| COHEN & STEERS GLB RLTY FOC I | None (or less than $1,001) | $201 - $1,000 |
| THIRD AVE FOCUSED CREDIT INST | $1,001 - $15,000 | $2,501 - $5,000 |
| ISHARES MSCI EMERGING MKTS ETF | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES MSCI EAFE ETF | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES RUSSELL 1000 VALUE ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES RUSSELL 1000 GRW ETF | $1,001 - $15,000 | $201 - $1,000 |
| ISHARES RUSSELL 2000 ETF | $1,001 - $15,000 | None (or less than $201) |
| FBO GRANDPARENTS TRUST Brokerage Account | ||
| US Brokerage Money Market Account #6 (cash) | $50,001 - $100,000 | None (or less than $201) |
| BLACKROCK GLOBAL DIV PORT C | None (or less than $1,001) | $1,001 - $2,500 |
| DOW CHEMICAL CO | $15,001 - $50,000 | $1,001 - $2,500 |
| PROCTER & GAMBLE | $1,001 - $15,000 | None (or less than $201) |
| SONY CORP ADR 1974 NEW | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES QQQ TR | $15,001 - $50,000 | $201 - $1,000 |
| SPDR S&P 500 ETF TRUST | $15,001 - $50,000 | $1,001 - $2,500 |
| DDT Irrevocable TR U/A Brokerage Account | ||
| US Brokerage Money Market Account #7 (cash) | $1,001 - $15,000 | None (or less than $201) |
| BLACKROCK GLOBAL DIV PORT C | None (or less than $1,001) | $2,501 - $5,000 |
| DOW CHEMICAL CO | $1,001 - $15,000 | $201 - $1,000 |
| GILEAD SCIENCE | $15,001 - $50,000 | $1,001 - $2,500 |
| PROCTER & GAMBLE | $1,001 - $15,000 | None (or less than $201) |
| ISHARES MSCI EMERGING MKTS ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES MSCI EAFE ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES RUSSELL 2000 ETF | $1,001 - $15,000 | None (or less than $201) |
| POWERSHARES QQQ TR | $1,001 - $15,000 | None (or less than $201) |
| SPDR S&P 500 ETF TRUST | $15,001 - $50,000 | $201 - $1,000 |
| Thornburg Intl Growth C | None (or less than $1,001) | $201 - $1,000 |
| JST IRREV TR 2590 JACKSON STREET SAN FRANCISCO Brokerage Account | ||
| US Brokerage Money Market Account #8 (cash) | $1,001 - $15,000 | None (or less than $201) |
| BLACKROCK GLOBAL DIV PORT C | None (or less than $1,001) | $2,501 - $5,000 |
| GILEAD SCIENCE | $15,001 - $50,000 | $2,501 - $5,000 |
| ISHARES MSCI EMERGING MKTS ETF | $1,001 - $15,000 | None (or less than $201) |
| ISHARES MSCI EAFE ETF | $15,001 - $50,000 | $201 - $1,000 |
| ISHARES RUSSELL 2000 ETF | $15,001 - $50,000 | None (or less than $201) |
| POWERSHARES QQQ TR | $15,001 - $50,000 | None (or less than $201) |
| SPDR S&P 500 ETF TRUST | $15,001 - $50,000 | $201 - $1,000 |
| Thornburg Intl Growth C | None (or less than $1,001) | $1,001 - $2,500 |
| Balboa Caf partners (Restaurant located in San Francisco, CA) | $15,001 - $50,000 | $5,734 |
| Pierce Street Partners LLC (Restaurant located in San Francisco, CA) | $15,001 - $50,000 | None (or less than $201) |
| Piatti/LA Jolla, L.P. (Restaurant located in San Diego, CA) | $15,001 - $50,000 | $10,813 |
| Archie Films LLC (Film partnership located in Los Angeles, CA) | None (or less than $1,001) | $805 |
| Sacramento Street Partners LLC (Restaurant located in San Francisco, CA) | $15,001 - $50,000 | $12,805 |
| Sir & Star LLC (Restaurant located in Olema, CA) | $250,001 - $500,000 | None (or less than $201) |
| Serra Hospitality Group, LLC (Restaurant group located in Napa, CA) | $15,001 - $50,000 | $6,935 |
| Moonrise Kingdom LLC (Holds residential real estate located in Inverness, CA) | $500,001 - $1,000,000 | None (or less than $201) |
| Una Marca LLC (Restaurant group located in Napa, CA) | $15,001 - $50,000 | None (or less than $201) |
| Barn Roof LLC (Restaurant group located in Napa, CA) | $1,001 - $15,000 | None (or less than $201) |
| Ryan Angel Fund | $50,001 - $100,000 | None (or less than $201) |
| Cabin Technologies, Inc. ( Bus transportation company headquartered in San Francisco, CA) | ||
| Mira Corp (Online cosmetics company headquartered in San Francisco, CA) | ||
| 7491 St Helena Hwy LLC (Single member LLC holds residential real estate located in Napa, CA) | $1,000,001 - $5,000,000 | None (or less than $201) |
| Wells Fargo & Co. | $100,001 - $250,000 | None (or less than $201) |
| CBS Corp. | $15,001 - $50,000 | None (or less than $201) |
| Viacom, Inc. | $1,001 - $15,000 | None (or less than $201) |
| Casa Maravilla LLC (holds deposit for real estate in Cabo San Lucas, Mexico) | $250,001 - $500,000 | None (or less than $201) |
| Ethereum (Held in coinbase account) | $1,001 - $15,000 | None (or less than $201) |
| Traina Capital Inc. | ||
| Trevor Dow & John Todd Traina Partners (Owns real estate and vineyard in Napa, CA) | $250,001 - $500,000 | $71,984 |
| Mombo, LP | $56,729 | |
| Ballard (working interests in oil and gas exploration) | $250,001 - $500,000 | |
| LBA Realty Fund, LP | ||
| LBA/Met Partners 1, LLC (This is a joint venture in wind down mode and has sold all real estate investments. As of June 30, 2017 it held only cash and cash equivalents.) | None (or less than $1,001) | None (or less than $201) |
| Olive/Hill Street Owner, LLC (Held commercial real estate in Los Angeles, CA) | None (or less than $1,001) | |
| TT Irrevocable Trust | ||
| Dege, LP | $5,000,001 - $25,000,000 | $607,685 |
| Innsbruck, L.P. | ||
| Levi Plaza Builings (Commercial building located in San Francisco, CA) | ||
| The Legends at Willows (Residential housing project located in Folsom, CA) | ||
| Twinkle Trust | ||
| US Trust bank account (Twinkle Trust) | $100,001 - $250,000 | None (or less than $201) |
| Merena Enterprise, LP | $5,000,001 - $25,000,000 | $901,920 |
| Barcelona Resorts, LP (Multi-tenant residential apartments located in Aliso Viejo, CA) | ||
| Moritz Associates, LP (Multi-tenant residential apartments located in Aliso Viejo, CA) | ||
| Park Newport L.P. (Multi-tenant residential apartments located in Newport Beach, CA) | ||
| 1600 Sand Hill Associates (Multi-tenant residential apartments located in Palo Alto, CA) | ||
| US bank (cash) | $250,001 - $500,000 | None (or less than $201) |
Liabilities
| Creditor Name | Creditor Type | Amount | Rate | Year Incurred |
|---|---|---|---|---|
| Morgan Stanley | Exercised Line of Credit | $5,000,001 - $25,000,000 | 1.1% + LIBOR | 2007 |
| First Republic (7491 St Helena Hwy LLC) | Mortgage (investment/ren tal property) | $1,000,001 - $5,000,000 | 2.875%, then 2.875% + LIBOR | 2017 |
| First Republic (personal residence) | Mortgage on Personal Residence | $1,000,001 - $5,000,000 | 3.65 | 2013 |
| Cloverlay APM I LP | Capital Commitment | $250,001 - $500,000 | 0% | 2017 |
| Riverview Strat Opp I Osh | Capital Commitment | $100,001 - $250,000 | 0% | 2014 |
| Argosy RE Partners IV LP | Capital Commitment | $250,001 - $500,000 | 0% | 2017 |
| Argosy RE PP III-MS LP | Capital Commitment | $50,001 - $100,000 | 0% | 2014 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| Abrams Books Publishing company (Book titled From Napa With Love) Value not readily ascertainable | Book advance |
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