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.
W. Robert Kohorst
State (joined: Nov. 2, 2017)
Ambassador, Croatia | Financial Disclosure »
Former Positions Outside Government
- EPI Sub, Inc. Director, President & CEO
- Everest 1559 Norway, LLC Chairman & CEO
- Everest Appian Way, LLC President & CEO
- Everest Bicycle Club, LLC President & CEO
- Everest Canadian Holdings USA, Inc. Chairman & CEO
- Everest Canadian Properties Company 2, ULC Director
- Everest Canadian Properties Company, ULC Director & Chairman
- Everest Canadian Storage Company, ULC Director & Chairman
- Everest Deerwood, LLC President & CEO
- Everest EBS Storage, LLC Chairman & CEO
- Everest Financial, Inc. Director, President & CEO
- Everest Kensington Holdings, LLC Chairman & CEO
- Everest Kensington MT, LLC Chairman & CEO
- Everest MKVF Investors, LLC President & CEO
- Everest Management 3, LLC President & CEO
- Everest Management, LLC President & CEO
- Everest Pinnacle Woods, LLC Chairman & CEO
- Everest Properties II, LLC President & CEO
- Everest Properties, Inc. Director, President & CEO
- Everest Properties, LLC President & CEO
- Everest REIT Investors I, LLC Chairman & CEO
- Everest REIT Investors II, LLC Chairman & CEO
- Everest REIT Properties, LLC Chairman & CEO
- Everest Realty Managment, LLC Chairman & CEO
- Everest Residential Holdings, LLC Chairman & CEO
- Everest Residential Properties 2, LLC President & CEO
- Everest Residential Properties 3, LLC President & CEO
- Everest Stone Ridge, LLC President & CEO
- Everest Storage 2, LLC Chairman & CEO
- Everest Storage Holdings, LLC Chairman & CEO
- Everest Storage Manager II, LLC Chairman & CEO
- Everest Storage, LLC Chairman & CEO
- Everest USB Canadian Storage, Inc. Chairman & CEO
- Everest Yucaipa, LLC President & CEO
- KAP Clubhouse, LLC Vice President
- KM Investments, LLC President & CEO
- Kohorst Allen Family Foundation President & Director
- Kohorst Allen Partners, LLC Vice President
- Kohorst Family Trust Trustee for inter vivos family trust
- LaSalle High School Trustee
- Maxus Realty, Inc. Director
- Millenium Management, LLC President and CEO
- Millenium Oak Terrace, LLC President & CEO
- Posey Company Director
- San Gabriel Valley 49'ers, Inc. Director
Former Compensation Sources
- Everest Properties II, LC President & CEO
- Everest Storage Holdings, LLC Chairman and CEO
- Millenium Management, LLC President & CEO
- Posey Company Director - resigned March, 2017
Employment Assets
| Description | Value | Income |
|---|---|---|
| Everest Properties, Inc. (Acts as general partner in affiliated limited partnerships which own U.S. real estate) | $50,001 - $100,000 | None (or less than $201) |
| Everest Canadian Holdings USA, Inc. (Owns an 85% interest in Everest Canadian Properties, ULC, which has a contractual right to a potential profit participation from Everest Canadian Properties Company 2, ULC, which owns a minority interest in a partnership, which owns 2 apartment projects in Winnipeg, Manitoba, Canada.) | $50,001 - $100,000 | None (or less than $201) |
| Posey Company (Medical products) | $13,250 | |
| Everest Storage Holdings, LLC (Investments in entities which own real estate located in U.S.) | $5,000,001 - $25,000,000 | $197,186 |
| U.S. bank account #1 (cash) | ||
| Everest Storage, LLC (Owns 3 self storage properties in California) | ||
| Everest Storage 2, LLC (Owns self storage properties in Arizona, New Mexico and Florida) | ||
| Everest Storage Manager, LLC (Manager for Everest Storage 2, LLC) | ||
| Millenium Management, LLC (Acted as manager of LLC; no remaining assets) | None (or less than $1,001) | $6,607 |
| Everest Properties, LLC (Investments in entities which own real estate throughout U.S.) | Over $50,000,000 | $1,918,594 |
| Everest Properties II, LLC (Owns interests in entities which own U.S. real estate assets) | $1,000,001 - $5,000,000 | $281,482 |
| U.S. bank account #2 (cash) | $1,000,001 - $5,000,000 | $201 - $1,000 |
| Everest Shaker Square, LP (Owns apartment project in Columbus, OH) | $500,001 - $1,000,000 | $46,243 |
| Security Deposit with Landlord, 199 Pasadena Partners, LLC, whose controlling member is the Laurus Corporation. | $15,001 - $50,000 | None (or less than $201) |
| U.S. bank accounts #3 (cash) | $5,000,001 - $25,000,000 | $100,001 - $1,000,000 |
| CMP Town & Country, LP (Owns 78,000 square foot shopping center in Searcy, Arkansas) | $1,000,001 - $5,000,000 | $79,197 |
| Everest 1559 Norway, LLC (Owns apartment project in Chicago, Illinois) | $500,001 - $1,000,000 | $6,612 |
| Everest Deerwood, LLC (Owns apartment project in Jacksonville, Florida) | $5,000,001 - $25,000,000 | None (or less than $201) |
| Everest Pinnacle Woods, LLC (Owns apartment project in Lawrence, Kansas) | $1,000,001 - $5,000,000 | $15,237 |
| 808 Investments, LP (Owns apartment projects in California and Texas) | $15,001 - $50,000 | $2,986 |
| Everest Windsor, LP (Owns apartment project in Dallas, Texas) | $5,000,001 - $25,000,000 | $582,068 |
| Everest Summit, LP (Owns apartment project in Escondido, California) | $5,000,001 - $25,000,000 | $533,888 |
| Buccaneer Trace, LP (Owns apartment project in Savannah, Georgia) | $1,000,001 - $5,000,000 | $90,427 |
| Everest Brampton, LP (Owns apartment project in Raleigh, North Carolina) | $500,001 - $1,000,000 | $25,312 |
| Everest Crosscreek, LP (Owns apartment project in Knoxville, Tennesssee) | $1,000,001 - $5,000,000 | $53,421 |
| Everest Realty Management, LLC(Owns interests in entities which own U.S. real estate assets) | $250,001 - $500,000 | None (or less than $201) |
| U.S. bank accounts #4 (Cash) | $250,001 - $500,000 | None (or less than $201) |
| Accounts Receivable - Kensington Park DST (which owns apartment project in Cincinnati, Ohio) | $100,001 - $250,000 | None (or less than $201) |
| Everest Ridgewood, LP (Owns apartment project in St. Peters, Missouri) | $500,001 - $1,000,000 | $46,755 |
| Everest SIR 2, LP (Owns apartment project in Illinois and retail project in Missouri) | $5,000,001 - $25,000,000 | $478,405 |
| Everest Hickory Glen,LP (Owns apartment project in Springfield, Illinois) | $5,000,001 - $25,000,000 | $469,373 |
| Everest Bayberry, LP (Owns retail property in Lee Summit, Missouri) | $1,000,001 - $5,000,000 | $14,429 |
| Bakerfield Lodging, LP (Owns hotel in Bakersfield, California) | $1,001 - $15,000 | $278 |
| Everest Stone Ridge, LLC (Owns apartment project in Overland Park, Kansas) | $500,001 - $1,000,000 | $29,495 |
| Everest Storage, LLC (Owns 3 self storage projects in California) | $1,000,001 - $5,000,000 | $142,670 |
| Uniprop Mfgd Housing 2, LP (Owns mobile home projects in U.S. | $500,001 - $1,000,000 | $113,286 |
| Everest Storage 2, LLC (Owns 3 self storage projects in Arizona, New Mexico and Florida) | $5,000,001 - $25,000,000 | $756,444 |
| Everest Sunnybrook, LP (Owns apartment project in Knoxville, Tennessee) | $1,000,001 - $5,000,000 | $101,555 |
| Everest Tillery, LP (Owns apartment project in Knoxville, Tennessee) | $500,001 - $1,000,000 | None (or less than $201) |
| Everest Yucipa, LLC (Owns land in California) | $1,000,001 - $5,000,000 | None (or less than $201) |
| KM Investments, LLC (Owns interests in entities which own U.S. real estate assets) | $5,000,001 - $25,000,000 | $396,000 |
| U.S. bank account #5 (cash) | ||
| Everest Appian Way, LLC (Owns apartment project in Columbus, Ohio) | ||
| Everest Bicycle Club, LLC (Owns apartment project in Kansas City, Missouri) | ||
| Employee Loans | ||
| Loan to Mr. Baker | $50,001 - $100,000 | $5,001 - $15,000 |
| Loan to Mr. Franklin | $100,001 - $250,000 | $5,001 - $15,000 |
| Loan to Mr. Valderhaug | $50,001 - $100,000 | $5,001 - $15,000 |
| Loan to Mr. Hanel | $50,001 - $100,000 | $15,001 - $50,000 |
| Loan to Ms. Terry | $50,001 - $100,000 | None (or less than $201) |
| Everest Residential Properties 2, LLC (Investments in entities which own real estate located in U.S.) | $25,000,001 - $50,000,000 | $1,054,549 |
| Everest Kensington, DST (Owns apartment project in Cincinnati, Ohio) | ||
| Everest Deerwood, LLC (Owns apartment project in Jacksonville, Florida) | ||
| Everest Residential Prop 3, LLC (Investments in entities which own real estate located in U.S.) | ||
| U.S. bank account #6 (cash) | ||
| Accounts Receivable - affiliates | ||
| Accounts receivable from Everest Shaker Square, LP | ||
| Accounts receivable from Everest Residential Holdings, LLC | ||
| Everest Stone Ridge, LLC (Owns apartment project in Overland Park, Kansas) | ||
| Everest Sunnybrook, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Tillery, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Thurber, LP (Owns apartment project in Columbus, Ohio) | ||
| Everest Walker Springs, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Wingfield, LP (Owns apartment project in Olathe, Kansas) | ||
| Buccaneer Trace, LP (Owns apartment project in Savannah, Georgia) | ||
| Everest Pinebrook, LP (Owns apartment project in Ridgeland, Mississippi) | ||
| Everest Evergreen, LP (Owns apartment project in Jacksonville, Florida) | ||
| Everest Georgetown, LP (Owns apartment project in Columbus, Ohio) | ||
| Everest Brampton, LP (Owns apartment project in Raleigh, North Carolina) | ||
| Everest Crosscreek, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Ridgewood, LP (Owns apartment project in St. Peters, Missouri) | ||
| U.S. bank account #7 (cash) | ||
| Kohorst Allen Partners, LLC, Owns interest directly and through entities which own real estate in U.S. | $1,000,001 - $5,000,000 | $35,198 |
| U.S. bank account #8 (cash) | ||
| 808 Investments, LP (Owns apartment projects in Texas and California) | ||
| Everest Windsor, LP (Owns apartment project in Dallas, Texas) | ||
| Everest Summit, LP (Owns apartment project in Escondido, California) | ||
| CMP Town & Country, LP (Owns 78,000 square foot shopping center in Searcy, Arkansas) | ||
| Everest BF Residential Prop, LP (Investment in entities which own real estate assets in U.S.) | ||
| U.S. bank accounts # 9 (cash) | ||
| Susquehanna View, LP (Owns apartment project in Camp Hill, Pennsylvania) | ||
| Sencit Towne House, LP (Owns apartment project in Shillington, Pennsylvania) | ||
| Allentowne Townhouse, LP (Owns apartment project in Allentown, Pennsylvania) | ||
| River Front Apartments, LP (Owns apartment project in Sunbury, Pennsylvania) | ||
| Prince Street Towers, LP (Owns apartment project in Lancaster, Pennsylvania) | ||
| Everest Bond Investors 6, LP (Buys and sells investment grade corporate bonds issued in US) | ||
| IBM, Corp., bonds | ||
| Goldman Sachs Group, Inc., bonds | ||
| General Electric Capital Corporation, bonds | ||
| Time Warner Cable, Inc., bonds | ||
| Bank of America Corporation, bonds | ||
| Costco Wholesale Corporation, bonds | ||
| PepsiCo, Inc., bonds | ||
| Morgan Stanley, bonds | ||
| AT&T, Inc., bonds | ||
| Pfizer, Inc, bonds | ||
| Ford Motor Credit Company, LLC, bonds | ||
| Philip Morris International Inc., bonds | ||
| Dow Chemical Company, bonds | ||
| J.P. Morgan Chase & Co., bonds | ||
| The Bear Stearns Companies, Inc., bonds | ||
| Merrill Lynch & Co., Inc., bonds | ||
| Bank of America Corporation, bonds | ||
| U.S. bank account # 10 (cash) | ||
| Everest Bond Investors 7, LP (Buys and sells investment grade corporate bonds issued in US) | ||
| Bear Stearns Companies, Inc., bonds | ||
| U.S. bank account #11 (cash) | ||
| Everest Brampton, LP (Owns apartment project in Raleigh, North Carolina) | ||
| Everest Deerwood, LLC (Owns apartment project in Jacksonville, Florida) | ||
| Everest Housing Investors 2, LP (Owns interests in entities which own U.S. real estate assets) | ||
| American Tax Credit Trust | ||
| Boston Capital Tax Credit 4, Series 27, LP | ||
| Boston Capital Tax Credit 4, Series 22, LP | ||
| Boston Capital Tax Credit 3, Series 16, LP | ||
| Boston Capital Tax Credit 2, Series 14, LP | ||
| Boston Capital Tax Credit 2, Series 12, LP | ||
| Everest Housing Investors 3, LP(Owns interests in entities which own U.S. real estate assets) | ||
| Everest Tax Credit Investors 5, LP (Owns interests in low income housing tax credit partnerships throughout U.S.) | ||
| Everest Tax Credit Investors 4, LP (Owns interests in low income housing tax credit partnerships throughout U.S.) | ||
| Everest Management 2, LP(Owns interests in entities which own U.S. real estate assets) | ||
| 808 Investments, LP (Owns apartment projects in California and Texas) | ||
| Everest Windsor, LP (Owns apartment project in Dallas, Texas) | ||
| Everest Summit, LP (Owns apartment project in Escondido, California) | ||
| Everest Bond 6, LP (Buys and sells investment grade corporate bonds issued in US) | ||
| IBM Corp., Inc., bonds | ||
| Goldman Sachs Group, Inc., bonds | ||
| General Electric Capital Corporation, bonds | ||
| Time Warner Cable, Inc., bonds | ||
| Costco Wholesale Corporation, bonds | ||
| PepsiCo, Inc., bonds | ||
| Morgan Stanley, bonds | ||
| AT&T, Inc., bonds | ||
| Pfizer, Inc, bonds | ||
| Ford Motor Credit Company, LLC, bonds | ||
| Philip Morris International Inc., bonds | ||
| Dow Chemical Company, bonds | ||
| J.P. Morgan Chase & Co., bonds | ||
| The Bear Stearns Companies, Inc., bonds | ||
| Merrill Lynch & Co., Inc., bonds | ||
| U.S. bank account #10 (cash) | ||
| Everest Bond Investors 7, LP (Buys and sells investment grade corporate bonds issued in US) | ||
| Bear Stearns Companies, Inc., bonds | ||
| U.S. bank account #11 (cash) | ||
| Everest BF Residential Properties, LP | ||
| U.S. bank accounts #12 (cash) | ||
| Susquehanna View, LP (Owns apartment project in Camp Hill, Pennsylvania) | ||
| Sencit Towne House, LP (Owns apartment project in Shillington, Pennsylvania) | ||
| Allentowne Townhouse, LP (Owns apartment project in Allentown, Pennsylvania) | ||
| River Front Apartments, LP (Owns apartment project in Sunbury, Pennsylvania) | ||
| Prince Street Towers, LP (Owns apartment project in Lancaster, Pennsylvania) | ||
| Everest Crosscreek, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Pinnacle Woods, LP (Owns apartment project in Lawrence, Kansas) | ||
| Everest Properties, LLC (Owns interest in entities which own U.S. real estate) | ||
| Everest Properties II, LLC (Owns interests in entities which own U.S. real estate assets) | ||
| U.S. bank account #2 (cash) | ||
| Everest Shaker Square, LP (Owns apartment project in Columbus, OH) | ||
| Security Deposit with Landlord, 199 Pasadena Partners, LLC, whose controlling member is the Laurus Corporation. | ||
| U.S. bank accounts #3 (cash) | ||
| CMP Town & Country, LP (Owns 78,000 square foot shopping center in Searcy, Arkansas) | ||
| Everest 1559 Norway, LLC (Owns apartment project in Chicago, Illinois) | ||
| Everest Deerwood, LLC (Owns apartment project in Jacksonville, Florida) | ||
| Everest Pinnacle Woods, LP (Owns apartment project in Lawrence, Kansas) | ||
| 808 Investments, LP (Owns apartment projects in Texas and California) | ||
| Everest Windsor, LP (Owns apartment project in Dallas, Texas) | ||
| Everest Summit, LP (Owns apartment project in Escondido, California) | ||
| Buccaneer Trace, LP (Owns apartment project in Savannah, Georgia) | ||
| Everest Brampton, LP (Owns apartment project in Raleigh, North Carolina) | ||
| Everest Crosscreek, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Realty Management, LLC (Owns interests in entities which own U.S. real estate assets) | ||
| U.S. bank account #4 (cash) | ||
| Accounts Receivable - Kensington Park DST (which owns apartment project in Cincinnati, Ohio) | ||
| Everest Ridgewood, LP (Owns apartment project in St. Peters, Missouri) | ||
| Everest SIR 2, LP (Owns apartment project in Illinois and retail property in Missouri) | ||
| Everest Hickory Glen, LP (Owns apartment project in Springfield, Illinois) | ||
| Everest Bayberry, LP (Owns retail property in Lee Summit, Missouri) | ||
| Bakerfield Lodging, LP (Owns hotel in Bakersfield, California | ||
| Everest Stone Ridge, LLC (Owns apartment project in Overland Park, Kansas) | ||
| Everest Storage, LLC (Owns 3 self-storage projects in California) | ||
| Uniprop Mfgd Housing 2, LP (Owns mobile home projects in U.S. | ||
| Everest Storage 2, LLC (Owns 3 self-storage projects in Arizona, New Mexico and Florida) | ||
| Everest Sunnybrook, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Tillery, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Yucipa, LLC (Owns land in California) | ||
| KM Investments, LLC (Owns interests in entities which own U.S. real estate assets) | ||
| U.S.bank account #5 (cash) | ||
| First American Trust brokerage account | ||
| Everest Appian Way, LLC (Owns apartment project in Columbus, Ohio) | ||
| Everest Bicycle Club, LLC (Owns apartment project in Kansas City, Missouri) | ||
| Employee Loans | ||
| Loan to Mr. Baker | ||
| Loan to Mr. Franklin | ||
| Loan to Mr. Valderhaug | ||
| Loan to Mr. Hanel | ||
| Loan to Ms. Terry | ||
| Everest Realty Management, LLC (Owns interest in entities which own U.S. real estate) | ||
| U.S. bank account #4 (cash) | ||
| Accounts Receivable - Kensington Park DST (which owns apartment project in Cincinnati, Ohio) | ||
| Everest Residential Properties 2, LLC Investments in entities which own real estate located in U.S.) | ||
| Everest Kensington, DST (Owns apartment project in Cincinnati, Ohio) | ||
| Everest Deerwood, LLC (Owns apartment project in Jacksonville, Florida) | ||
| Everest Residential Prop 3, LLC (Investments in entities which own real estate located in U.S.) | ||
| U.S. bank account #6 (cash) | ||
| Accounts Receivable - affiliates | ||
| Accounts receivable from Everest Shaker Square, LP | ||
| Accounts receivable from Everest Residential Holdings, LLC | ||
| Everest Stone Ridge, LLC (Owns apartment project in Overland Park, Kansas) | ||
| Everest Sunnybrook, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Tillery, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Thurber, LP (Owns apartment project in Columbus, Ohio) | ||
| Everest Walker Springs, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Wingfield, LP (Owns apartment project in Olathe, Kansas) | ||
| Buccaneer Trace, LP (Owns apartment project in Savannah, Georgia) | ||
| Everest Pinebrook, LP (Owns apartment project in Ridgeland, Mississippi) | ||
| Everest Evergreen, LP (Owns apartment project in Jacksonville, Florida) | ||
| Everest Georgetown, LP (Owns apartment project in Columbus, Ohio) | ||
| Everest Brampton, LP (Owns apartment project in Raleigh, North Carolina) | ||
| Everest Crosscreek, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Ridgewood, LP (Owns apartment project in St. Peters, Missouri) | ||
| U.S. bank account #7 (cash) | ||
| Everest Stone Ridge, LLC (Owns apartment project in Overland Park, Kansas) | ||
| Everest Wingfield, LP (Owns apartment project in Olathe, Kansas) | ||
| Glazer Enhanced Fund | ||
| KAP Clubhouse, LLC (Owns industrial property in California) | ||
| Legion Partners LP II | ||
| Banc of California (BANC) | ||
| Boingo Wireless, Inc. (WIFI) | ||
| The Chefs' Warehouse (CHEF) | ||
| Ciber, Inc. (CBRIQ) | ||
| L.B. Foster Company (FSTR) | ||
| USA Technologies, Inc. Preferred (USATP) | ||
| Everest Profit Sharing Plan, Everest Properties II, LLC; self-directed profit sharing plan | ||
| Merrill Lynch Brokerage Acct | $5,000,001 - $25,000,000 | |
| U.S. bank account #13 (cash) | $1,000,001 - $5,000,000 | $1,001 - $2,500 |
| Ameren Corp (AEE) | $100,001 - $250,000 | $5,001 - $15,000 |
| Apollo Global Mgt (APO) | $15,001 - $50,000 | $2,501 - $5,000 |
| Blackstone Group (BX) | $15,001 - $50,000 | $2,501 - $5,000 |
| American Tower (AMT) | $15,001 - $50,000 | $201 - $1,000 |
| Buckeye Partners (BPL) | $15,001 - $50,000 | $2,501 - $5,000 |
| Chevron (CVX) | $100,001 - $250,000 | $5,001 - $15,000 |
| CME Group (CME) | $15,001 - $50,000 | $1,001 - $2,500 |
| ConocoPhillips (COP) | $50,001 - $100,000 | $2,501 - $5,000 |
| CoreCivic (CXW) | $50,001 - $100,000 | $2,501 - $5,000 |
| CVS Health (CVS) | $15,001 - $50,000 | $201 - $1,000 |
| Emerge Energy (EMES) | $1,001 - $15,000 | None (or less than $201) |
| Diamond Offshore (DO) | $15,001 - $50,000 | None (or less than $201) |
| Energy Transfer Parnters (ETP) | $50,001 - $100,000 | $5,001 - $15,000 |
| Enterprise Products (EPD) | $100,001 - $250,000 | $5,001 - $15,000 |
| Gastar Exploration (GST) | $100,001 - $250,000 | None (or less than $201) |
| JP Morgan (JPM) | $100,001 - $250,000 | $2,501 - $5,000 |
| Kinder Morgan (KMI) | $15,001 - $50,000 | $201 - $1,000 |
| KKR (KKR) | $15,001 - $50,000 | $1,001 - $2,500 |
| Lockheed Martin (LMT) | $50,001 - $100,000 | $1,001 - $2,500 |
| Magellan Midstream (MMP) | $100,001 - $250,000 | $5,001 - $15,000 |
| Merck (MRK) | $50,001 - $100,000 | $2,501 - $5,000 |
| Occidental (OXY) | $15,001 - $50,000 | $2,501 - $5,000 |
| Pepsico (PEP) | $50,001 - $100,000 | $1,001 - $2,500 |
| Pfizer (PFE) | $50,001 - $100,000 | $1,001 - $2,500 |
| Philip Morris (PM) | $15,001 - $50,000 | $1,001 - $2,500 |
| Phillips 66 (PSX) | $50,001 - $100,000 | $2,501 - $5,000 |
| Plains All American (PAA) | $250,001 - $500,000 | $15,001 - $50,000 |
| Procter & Gamble (PG) | $50,001 - $100,000 | $2,501 - $5,000 |
| Reynolds American (RAI) | $50,001 - $100,000 | $2,501 - $5,000 |
| Targa Resources (TRGP) | $50,001 - $100,000 | $2,501 - $5,000 |
| Verizon (VZ) | $50,001 - $100,000 | $5,001 - $15,000 |
| Williams Partners (WPZ) | $15,001 - $50,000 | $2,501 - $5,000 |
| First Eagle (SGIIX) | $1,001 - $15,000 | None (or less than $201) |
| JP MOrgan Mid Cap (JMVSX) | $1,001 - $15,000 | None (or less than $201) |
| ProShares Ultrashort (TBT) | $1,000,001 - $5,000,000 | None (or less than $201) |
| ProShares TR II (UCO) | $250,001 - $500,000 | None (or less than $201) |
| Morgan Stanley Brokerage Acct | $1,000,001 - $5,000,000 | |
| U.S. bank account #14 (cash) | $1,001 - $15,000 | None (or less than $201) |
| Chevron (CVX) | $100,001 - $250,000 | $2,501 - $5,000 |
| Nordic American Tanker (NAT) | $100,001 - $250,000 | $5,001 - $15,000 |
| RBC Trigger Jump on the Euro Stoxx 50 Index (SPQIR) | $250,001 - $500,000 | None (or less than $201) |
| Proshares Tr II (UCO) | $250,001 - $500,000 | None (or less than $201) |
| Proshares Ultrashort (TBT) | $100,001 - $250,000 | None (or less than $201) |
| Everest Management, LLC (Owns interests in entities which own U.S. real estate assets) | $1,000,001 - $5,000,000 | $656,376 |
| American Tax Credit, LP | ||
| CMP Town & Country, LP (Owns 78,000 square foot shopping center in Searcy, Arkansas) | ||
| 808 Investments, LP | ||
| Everest Windsor, LP (Owns apartment project in Dallas, Texas) | ||
| Everest Summit, LP (Owns apartment project in Escondido, California) | ||
| Everest Sunnybrook, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Everest Tillery, LP (Owns apartment project in Knoxville, Tennessee) | ||
| Heartland Manatee Riverfront, LP (Owns undeveloped land in Florida) | ||
| Lakeside Towers, LP (Owns apartment project in Illinois) | ||
| Secured Income Fund, LP (Owns apartment project in Georgia) | ||
| U.S. bank account #15 (cash) | ||
| Missouri Bancshares | $250,001 - $500,000 | $58,397 |
| Everest Managment 3, LLC (Owns interests in entities which own U.S. real estate assets) | $5,000,001 - $25,000,000 | $84,158 |
| U.S. bank accounts #16 (cash) | ||
| Loans Receivables | ||
| Loan to Mr. Darnell | ||
| Loan to IBG Holdings, Inc. | ||
| Loan to Mr. and Mrs. Chadwick | ||
| Everest MKVF Investors, LLC (Newly formed entity which has not made any investments; only holds small amount of cash) | ||
| Benefit Funding Group, LLC (Consulting business selling insurance and employee benefits to US companies) | ||
| Simcoe Partners, LP | ||
| Legion Partners Special Opportunities, LP II | ||
| LB Foster Company (FSTR) | ||
| U.S. bank account #17 (cash) | ||
| IShares DJ Select Dividend | ||
| Ishares MSRT Mid Value | ||
| SPDR S&P 500 Small Cap | ||
| Vanguard Value | ||
| IShares MSCI EAFE Value | ||
| Powershares Inter DVD Achiev | ||
| IShares Core Total US Bond | ||
| IShares IBOXX Invt Grade Bond | ||
| IShares 7-10 Year Treasury | ||
| IShares IBOXX USD High Grade | ||
| LPL Financial brokerage account | ||
| U.S. bank account #18 (cash) | ||
| Clearbridge American Energy (CBA) | ||
| Goldman Sachs MLP (GLPIX) | ||
| Grandpoint Bank stock | $100,001 - $250,000 | $2,501 - $5,000 |
| IRA - Filer | $50,001 - $100,000 | |
| U.S. bank account #19 (cash) | $1,001 - $15,000 | None (or less than $201) |
| Maxus Realty Trust (MRTI) | $15,001 - $50,000 | $2,501 - $5,000 |
| Nordic Tanker (NAT) | None (or less than $1,001) | None (or less than $201) |
| ProShares Ultrashort (TBT) | $1,001 - $15,000 | None (or less than $201) |
| Everest Storage, LLC (Owns 3 self storage properties in California) | $2,464 |
Other Income/Assets
| Description | Value | Income |
|---|---|---|
| Merrill Lynch Brokerage | ||
| America First MultiFamily (ATAX) | $100,001 - $250,000 | $15,001 - $50,000 |
| U.S. bank account #18 (cash) | $15,001 - $50,000 | None (or less than $201) |
| AB Muni Income (ACACX) | $15,001 - $50,000 | $201 - $1,000 |
| Allianzgi NFJ (PNECX) | $1,001 - $15,000 | None (or less than $201) |
| Calamos Growth (CVGCX) | $1,001 - $15,000 | None (or less than $201) |
| Davis NY Venture (NYVCX) | $15,001 - $50,000 | None (or less than $201) |
| First Eagle (FESGX) | $15,001 - $50,000 | None (or less than $201) |
| Hotchkis and Wiley (HWLAX) | $15,001 - $50,000 | $201 - $1,000 |
| JP Morgan Mid Cap (JCMVX) | $15,001 - $50,000 | None (or less than $201) |
| Proshares Ultrashort (TBT) | $250,001 - $500,000 | None (or less than $201) |
| Proshares TR II (UCO) | $250,001 - $500,000 | None (or less than $201) |
| LPL Financial brokerage account | ||
| FS Global Cr Opportunity Fund D | $500,001 - $1,000,000 | $50,001 - $100,000 |
| First American Trust brokerage account | ||
| Blackrock Liquid Account (cash) | $50,001 - $100,000 | $201 - $1,000 |
| IShares S&P 500 | $15,001 - $50,000 | $1,001 - $2,500 |
| Powershares S&P 500 Qual Port | $50,001 - $100,000 | $1,001 - $2,500 |
| Powershares S&P 500 low Vol | $50,001 - $100,000 | $1,001 - $2,500 |
| Ishares MSCI EAFE | $15,001 - $50,000 | $1,001 - $2,500 |
| Ishares MSCI EAFE Sml Cap | $1,001 - $15,000 | $1,001 - $2,500 |
| Wisdomtree Europe Hedged Equity | $15,001 - $50,000 | $201 - $1,000 |
| Powerswhares DB US Dollar Bull | $15,001 - $50,000 | None (or less than $201) |
| Ishares Core Total US Bond | $15,001 - $50,000 | $1,001 - $2,500 |
| Ishares Iboxx dInvt Grade Bond | $50,001 - $100,000 | $1,001 - $2,500 |
| Ishares 20+ Year Treasury | $15,001 - $50,000 | $1,001 - $2,500 |
| Ishares MBS | $15,001 - $50,000 | $201 - $1,000 |
| Vanguard Int Term Bond | $15,001 - $50,000 | $201 - $1,000 |
| Everest Bond Investors 6, LP (Buys and sells investment grade corporate bonds issued in US) | $250,001 - $500,000 | $35,993 |
| IBM, Corp., bonds | None (or less than $1,001) | $5,001 - $15,000 |
| Goldman Sachs Group, Inc., bonds | None (or less than $1,001) | $5,001 - $15,000 |
| General Electric Capital Corporation, bonds | None (or less than $1,001) | $2,501 - $5,000 |
| Time Warner Cable, Inc., bonds | None (or less than $1,001) | $1,001 - $2,500 |
| Bank of America Corporation, bonds | None (or less than $1,001) | $5,001 - $15,000 |
| Costco Wholesale Corporation, bonds | None (or less than $1,001) | $201 - $1,000 |
| PepsiCo, Inc., bonds | None (or less than $1,001) | $201 - $1,000 |
| Morgan Stanley, bonds | None (or less than $1,001) | $5,001 - $15,000 |
| AT&T, Inc., bonds | None (or less than $1,001) | $1,001 - $2,500 |
| Pfizer, Inc, bonds | None (or less than $1,001) | $201 - $1,000 |
| Ford Motor Credit Company, LLC, bonds | None (or less than $1,001) | $2,501 - $5,000 |
| Philip Morris International Inc., bonds | None (or less than $1,001) | $201 - $1,000 |
| Dow Chemical Company, bonds | None (or less than $1,001) | $201 - $1,000 |
| J.P. Morgan Chase & Co., bonds | None (or less than $1,001) | $1,001 - $2,500 |
| The Bear Stearns Companies, Inc., bonds | None (or less than $1,001) | $1,001 - $2,500 |
| Merrill Lynch & Co., Inc., bonds | None (or less than $1,001) | $1,001 - $2,500 |
| U.S. bank account #10 | $250,001 - $500,000 | None (or less than $201) |
| Everest Bond Investors 7, LP (Buys and sells investment grade corporate bonds issued in US) | $100,001 - $250,000 | None (or less than $201) |
| Bear Stearns Companies, Inc., bonds | None (or less than $1,001) | None (or less than $201) |
| U.S. bank account # 11 (cash) | $100,001 - $250,000 | None (or less than $201) |
| Everest Housing Investors 2, LP (Owns interests in entities which own U.S. apartments) | $100,001 - $250,000 | None (or less than $201) |
| American Tax Credit Trust | ||
| Boston Capital Tax Credit 4, Series 27, LP | ||
| Boston Capital Tax Credit 4, Series 22, LP | ||
| Boston Capital Tax Credit 3, Series 16, LP | ||
| Boston Capital Tax Credit 2, Series 14, LP | ||
| Boston Capital Tax Credit 2, Series 12, LP | ||
| Everest Housing Investors 3, LP (Owns interest in entities which own US apartments) | $1,001 - $15,000 | None (or less than $201) |
| Everest Tax Credit Investors 5, LP (Owns interests in low income housing tax credit partnerships throughout US) | ||
| Everest Tax Credit Investors 4, LP (Owns interests in low income housing tax credit partnerships throughout US) | ||
| ThermoGear, Inc. (Own interest in company that sell portable electric blankets) | $50,001 - $100,000 | None (or less than $201) |
| Personal loan to family member | $500,001 - $1,000,000 | $5,001 - $15,000 |
| 808 Investments, LP (Owns apartment projects in Texas and California) | $1,000,001 - $5,000,000 | $109,706 |
| Everest Windsor, LP (Owns apartment project in Dallas, Texas) | $5,000,001 - $25,000,000 | $582,068 |
| Everest Summit, LP (Owns apartment project in Escondido, California) | $5,000,001 - $25,000,000 | $533,888 |
| Everest Brampton, LP (Owns apartment project in Raleigh, North Carolina | $1,000,001 - $5,000,000 | $91,935 |
| ME College Savings Plan #1 | ||
| FrankTem Age 0-8 Years A | $50,001 - $100,000 | None (or less than $201) |
| IShares 0-7 Years A | $50,001 - $100,000 | None (or less than $201) |
| ME College Savings Plan #2 | ||
| FrankTem Age 0-8 Years A | $50,001 - $100,000 | None (or less than $201) |
| IShares 0-7 Years A | $50,001 - $100,000 | None (or less than $201) |
| U.S. bank account #19 (cash) | $250,001 - $500,000 | None (or less than $201) |
| U.S. bank account #20 (cash) | $50,001 - $100,000 | None (or less than $201) |
| U.S. bank account #21 (cash) | $1,000,001 - $5,000,000 | $15,001 - $50,000 |
| U.S. bank account #21 (cash) | $100,001 - $250,000 | None (or less than $201) |
| Peer Street Funding, LLC (I am a lender with a fractional interest in a real estate secured loan made by Peer Street Funding, LLC (which holds title to the loan). Peer Street Funding, LLC is a peer-to-peer Internet-based lending platform whose principal office is in El Segundo, California. In accordance with Peer Street Funding’s Privacy Policy, the investors (who serve as lenders) and borrowers do not know each other’s identities. Borrowers and investors remain anonymous to each other.) | $1,001 - $15,000 | $201 - $1,000 |
Employment Agreements and Arrangements
| Employer or Party | City, State | Status and Terms | Date |
|---|---|---|---|
| Everest Profit Sharing Plan | Pasadena, California | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | Dec. 16, 1996 |
| Everest Storage | Pasadena, California | Filer provided a guarantee of a loan from Plaza Bank to Everest Storage, LLC which was secured by 3 self storage properties. That loan was repaid on or about May 1, 2017 and the guarantee has been terminated. | Sept. 16, 1996 |
Spouse's Employment Assets
| Description | Value | Income Type | Income Amount |
|---|---|---|---|
| IRA - Spouse (Affiliated LPs are: Allentown Towne House, LP; Buccaneer Trace, LP; CMP Town & Country, LP; Everest BF Residential Properties, LP; Everest Brampton, LP; Everest Cross Creek, LP; Everest Evergreen, LP; Everest Georgetown, LP; Everest Housing Investors 2, LP; Everest Housing Investors 3, LP; Everest Management 2, LP; Everest Prinebrook, LP; Everest Ridgewood, LP; Everest SIR 2 Properties, LP; Everest Sunnybrook, LP; Everest Thurber Manor, LP; Everest Tillery Ridge, LP; Everest Walker Springs, LP; Everest Wingfield, LP; Prince Street Towers Limited Partnership; River Front Apartments Limited Partnership; Sencit Towne House Limited Partnership; and Susquehanna View Limited Partnership) | |||
| U.S. bank account (cash) | $1,001 - $15,000 | None (or less than $201) | |
| Maxus Realty (MRTI) | $100,001 - $250,000 | $5,001 - $15,000 | |
| Nordic American (NAT) | $1,001 - $15,000 | Dividends | $201 - $1,000 |
| Proshares Ultrashort (TBT) | $1,001 - $15,000 | None (or less than $201) |
Do you know something about W. Robert Kohorst? Send us an email at [email protected] or send a Signal message to 347-244-2134.
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