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Jared Polis

Jared Polis Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 9, 2013. Includes 116 assets and 4 liabilities.

Year:
2013201220112010
Est. Net Worth
-$18.8M
2013 annual disclosure
Total Assets
Not disclosed
116 assets
Total Liabilities
$6.5M - $31M
4 liabilities
Total Trades
771
From PTR filings
Trade Volume
$84.9M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2010-$18.3M
2011-$6.2M
2012-$3.8M
2013-$18.8M

Assets by Category

Real Estate$0 (13)
LLC / Partnership$0 (43)
Bank & Cash$0 (7)
Retirement & Pension$0 (22)
Stocks$0 (22)
Other$0 (9)

Top Stock Holdings (from trades)

VMC
Vulcan Materials CompanyVMC
$3M

All Assets (116)

AssetValue
Real Estate, Nevada, CA
Nevada, CA, US
N/A
Rio Grande Mexican Restaurant Corp
N/A
Southwest Storage, CO
CO, US
N/A
Inverness Lodge, CO
CO, US
N/A
Inverness Lodge II, LLC
N/A
Sunshine Boulder, CO
Boulder, CO, US
N/A
Mount Yale LLC
CO, US
N/A
1421 Grant Street, Inc.
N/A
Riverbend Crossing, Colorado LLC
CO, US
N/A
Alpine Bank (FDIC insured accounts)
N/A
Boulder Community Bank (FDIC insured)
N/A
529 College Invest Direct Portfolio 2027
N/A
529 College Invest Direct Portfolio 2024
N/A
529 College Invest Direct Portfolio 2020
N/A
529 College Invest Direct Portfolio 2018
N/A
529 College Invest Direct Portfolio 2016
N/A
Wells Fargo Checking Account
N/A
Wells Fargo Brokerage Account
N/A
Waddell & Reed, Inc.(WDR)
N/A
Wood County Foods, Broomfield, CO
Broomfield, CO, US
N/A
Village Wine & Spirits, Boulder, CO
Boulder, CO, US
N/A
Inverness Investments, Colorado Holdings LLC
CO, US
N/A
The Kitchen Restaurant Group, Boulder, CO
Boulder, CO, US
N/A
Real Estate, Boulder, CO
Boulder, CO, US
N/A
Personal Residence, Boulder, CO
Boulder, CO, US
N/A
Boulder Investment Company
N/A
Cash
N/A
Colson Grover Interests, LLC
N/A
Boulder, CO
Boulder, CO, US
N/A
Probo Management, L.L.C.
Boulder, CO, US
N/A
Solstice Capital II LP
New York, NY, US
N/A
Solstice Capital III, L.P.
New York, NY, US
N/A
Solstice Capital Offshore Fund Ltd
N/A
Solstice Capital Offshore Fund II Ltd
N/A
Solstice Capital Partners LLC
N/A
Solstice Capital Management Company Holdings LLC
N/A
Jones Manning Investors, LLC
N/A
Hoptree Investment Co
N/A
Piney Property L.L.C.
Boulder, CO, US
N/A
Redstone Partners, L.L.C.
Boulder, CO, US
N/A
Mountains Plaza
Boulder, CO, US
N/A
Walnut St.
Boulder, CO, US
N/A
Whittier
Boulder, CO, US
N/A
Pine Property II
La Jolla, CA 92037, US
N/A
Tepi Property Limited Partnership
San Diego, CA, US
N/A
Acosta, Inc.
Hamilton Ave, Boulder, CO, US
N/A
K-W Wilmington, LLC
Vail Valley Dr., Vail, CO, US
N/A
DMB Advisors, LLC
N/A
A Bondholder (ALA) 18th Street Opportunities Fund LLC
N/A
A Bondholder (ALA) III
N/A
A Bondholder (ALA) III-T Holdings
N/A
Bamford Floral LLC
N/A
Bamford Floral LLC, LP
N/A
Bamford Ventures LP
N/A
Boulderado Corp.
N/A
Colorado Educated Guesswork, LP
N/A
Hillcrest Capital Partners III LP
N/A
Stirling High Yield Partners III LP
N/A
Conor's Place Holdings LLC
N/A
Grove Street Holdings LLC
N/A
Kinstonian Holdings LLC
N/A
International Bridge Materials Inc
N/A
Hawker Ventures LP
N/A
Saks/Robinson, Inc
N/A
SynkoloCo
N/A
World Avenue USA LLC
N/A
William Blair New Ventures LP
N/A
William Blair
N/A
GS Nose Dojo Holdings, LLC
N/A
Grove Stack
N/A
Bamco PSK
N/A
HIG Investors LLC (owns 98% of portfolio from Health Care Royalty Partners III LP)
N/A
Genomon Capital Partners LP
N/A
Development Bank of Japan
Japan
N/A
MUFG Bank
Japan
N/A
Resona Bank (formerly Daiwa Bank)
Japan
N/A
Henry Schein(HSIC)
N/A
Itochu Corporation(8001.T)
Japan
N/A
Kose Partners Limited Partnership LP
N/A
Sumitomo Mitsui Banking Corporation(SMFG)
Japan
N/A
JP Japan Recovery Fund IV LP
Japan
N/A
ORIX Corporation(IX)
Japan
N/A
GE-JV (Asia), Licensed Retirement Homes
Japan
N/A
CE-1 Asia, Licensed Retirement Homes
Japan
N/A
Platinum Investment Holdings 2 & 3 Group Holdings
Japan
N/A
European PPP (UK) Co-Invest
United Kingdom
N/A
Polestar Capital (Renewable Holding) LP
N/A
Mitsui Fudosan(8801.T)
Japan
N/A
Mizuho Bank(8411.T)
Japan
N/A
Village 2
Japan
N/A
Woods 2
Japan
N/A
Wilmington LLC
N/A
Zebulon LLC (Northwood)
N/A
Becky, LLC
N/A
Ann and Charles, Inc.
N/A
Blossom Creek
N/A
Kendall Ventures
N/A
Mimosa (Stugo prop)
N/A
Henderson (Singo prop)
N/A
Sandyclaws (Tiki Florida)
Florida, US
N/A
Village View, North, LLC (Smithwick)
N/A
Sysco Corp(SYY)
N/A
HCA Healthcare Inc(HCA)
N/A
FedEx Corp(FDX)
N/A
Microsoft Inc(MSFT)
N/A
Pfizer, Inc(PFE)
N/A
Procter & Gamble(PG)
N/A
Exxon Mobil Corp(XOM)
N/A
Home Depot Inc(HD)
N/A
Chevron Texaco Inc(CVX)
N/A
Apple Inc(AAPL)
N/A
AT&T Inc(T)
N/A
Bristol Myers(BMY)
N/A
Merck & Co Inc(MRK)
N/A
Abbvie Inc(ABBV)
N/A
Goldman Sachs(GS)
N/A

Liabilities (4)

CreditorTypeAmount
Milegaplus United Vas Palestine ILcredit card$1,000 - $15,000
Dominion Mortgage Service, Inc.mortgage$500,001 - $1,000,000
Morgan Stanley Mortgage Capital Holdings LLCmortgage$1,000,001 - $5,000,000
Washington Mutual Bank FAmortgage$5,000,001 - $25,000,000

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$8K
Consumer Defensive$8K
Industrials$658K
Technology$646K
Energy$114K
Healthcare$3.6M
Financial Services$345K
Communication Services$1.7M
Retail TradeN/A
Banking$750K
Utilities$8K
Transportation & Utilities$8K
Real Estate$132K
ServicesN/A
Insurance$41K
Basic Materials$3M
Manufacturing$33K
Jared Polis tradesWealthiest membersMost active tradersCO delegationArticles
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).