Nancy Pelosi
Nancy Pelosi Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 89 assets and 10 liabilities.
Est. Net Worth
$122.7M
2011 annual disclosure
Total Assets
$50.9M - $240.3M
89 assets
Total Liabilities
$8.3M - $37.5M
10 liabilities
Total Trades
322
From PTR filings
Trade Volume
$286.9M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $52.3M |
| 2009 | $80.9M |
| 2009 | $45.6M |
| 2010 | $55.9M |
| 2011 | $122.7M |
| 2012 | $89.6M |
| 2013 | $66.4M |
Assets by Category
LLC / Partnership$78.5M (28)
Real Estate$54M (6)
Stocks$6.5M (38)
Retirement & Pension$3.4M (3)
Other$3M (3)
Bank & Cash$117K (9)
Mutual Funds$76K (2)
Top Stock Holdings (from trades)
All Assets (89)
| Asset | Value |
|---|---|
11 Zinfandel Lane - Home & Vineyard St. Helena, CA, US | $5,000,001 - $25,000,000 |
Estate Interest - 50% Interest - Undeveloped Napa, CA, US | $1,000,001 - $5,000,000 |
25 Point Lobos - Commercial Property San Francisco, CA, US | $5,000,001 - $25,000,000 |
45 Francisco Street - Commercial Building San Francisco, CA, US | $5,000,001 - $25,000,000 |
733 San Fernando Court - Townhome Norden, CA, US | $1,000,001 - $5,000,000 |
820 Sir Francis Drake Blvd. - Commercial Property San Anselmo, CA, US | $1,000,001 - $5,000,000 |
Active LLC - Ltd. Partnership Investment in the Active Group, LLC San Francisco, CA, US | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $500,001 - $1,000,000 | |
Aristotle LLC - Ltd. Partnership Investment in Aristotle Capital San Francisco, CA, US | $15,001 - $50,000 |
| Not disclosed | |
Aetnslty Group Inc. Preferred Stock - Investment in Hostile Company Palo Alto, CA, US | $1,001 - $15,000 |
Auberge du Soleil - Ltd. Partnership Rutherford, CA, US | $1,000,001 - $5,000,000 |
Bank of America - Checking Account San Francisco, CA, US | $50,001 - $100,000 |
San Francisco, CA, US | $1,001 - $15,000 |
Bank of America - Checking Account | $1,001 - $15,000 |
BE Enterprises Common Stock | $15,001 - $50,000 |
Biz360 Inc. Preferred Stock Redwood City, CA, US | $1,000,001 - $5,000,000 |
Lido Partnership Interest in CA Shopping Center San Mateo, CA, US | $1,000,001 - $5,000,000 |
| $1,001 - $15,000 | |
Bulls Inc. Group Preferred Stock South San Francisco, CA, US | $15,001 - $50,000 |
| Not disclosed | |
City Car Services LLC - Ltd. Partnership Interest in Limousine Company San Francisco, CA, US | $500,001 - $1,000,000 |
City National Bank - Checking Account San Francisco, CA, US | $1 - $1,000 |
| $50,001 - $100,000 | |
Collab.net LLC - Ltd. Partnership Interest in Collaborative Software Development Company San Francisco, CA, US | $1,001 - $15,000 |
| $100,001 - $250,000 | |
Command Audio Preferred Stock Redwood City, CA, US | $1,001 - $15,000 |
Congressional Credit Union Washington, DC, US | $1,001 - $15,000 |
Digital Fountain Preferred Stock San Jose, CA, US | $1 - $1,000 |
| Not disclosed | |
| $15,001 - $50,000 | |
EDI Associates - Ltd Partnership Sonoma, CA, US | $250,001 - $500,000 |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
Financial Leasing Services San Francisco, CA, US | $100,001 - $250,000 |
| Not disclosed | |
Forty-Five Baden Con - Investment Management - Private Investment Fund CA, US | $1,000,001 - $5,000,000 |
Global Ambassador Concierge - Investment Interest in Global Ambassador Concierge Services for Individuals Washington, DC, US | $15,001 - $50,000 |
Golub Capital Partners - Equity Investment Fund New York, NY, US | $1,001 - $15,000 |
Granite Ventures L.P. San Francisco, CA, US | $250,001 - $500,000 |
Connesso Advisors Inc. Common Stock | Not disclosed |
Hightop Digital Corporation Preferred Stock Columbia, MD, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1 - $1,000 | |
| $250,001 - $500,000 | |
Lions Gate Limited LLC - Ltd Partnership Investment in Entertainment San Marin, CA, US | Not disclosed |
Lions Gate Indies - Ltd Partnership Interest in Antiques Company San Francisco, CA, US | $50,001 - $100,000 |
Marin Ventures Capital Management, LLC San Francisco, CA, US | $5,000,001 - $25,000,000 |
Matthews International Mutual Fund | $50,001 - $100,000 |
| $250,001 - $500,000 | |
| $500,001 - $1,000,000 | |
| $1 - $1,000 | |
Monta Vista LLC - Ltd Partnership Interest in Systems Software Company Sunnyvale, CA, US | Not disclosed |
| $100,001 - $250,000 | |
Mosher Partners LP - Commercial Real Estate Investment | $250,001 - $500,000 |
| Not disclosed | |
Nautilus Leasing Services Container Leasing Company San Francisco, CA, US | $50,001 - $100,000 |
Nine Forty Five Battery LLC San Francisco, CA, US | $5,000,001 - $25,000,000 |
901 Linden Ave Battery Ltd. San Francisco, CA, US | $15,001 - $50,000 |
Oakwood Homes Corp. Common Stock | Not disclosed |
Oakwood Homes Corp. Bonds | $1 - $1,000 |
Odyssey LLC San Francisco, CA, US | $15,001 - $50,000 |
Piatti Restaurant Co., Ltd. Tiburon, CA, US | $1,000,001 - $5,000,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
Russell Ranch LLC Sacramento, CA, US | $5,000,001 - $25,000,000 |
| $250,001 - $500,000 | |
| $50,001 - $100,000 | |
| Not disclosed | |
Spinnaker Investors LP Seattle, WA, US | $1,001 - $15,000 |
Stonebridge LLC | $250,001 - $500,000 |
| Not disclosed | |
Summer Hundred One Partners LLC San Francisco, CA, US | $1,000,001 - $5,000,000 |
| $1 - $1,000 | |
Trivium LLC San Francisco, CA, US | $15,001 - $50,000 |
Union Bank of California Checking Account San Francisco, CA, US | $1 - $1,000 |
Union Bank of California - Pelosi Trust Checking Account San Francisco, CA, US | $1 - $1,000 |
Union Bank of California - Interest Bearing Account San Francisco, CA, US | $1,001 - $15,000 |
UnionBanc Investment Services Money Market Fund San Francisco, CA, US | $1 - $1,000 |
United Football League Jacksonville, FL, US | $1,000,001 - $5,000,000 |
Sacramento Mountain Lions of the United Football League, LLC Sacramento, CA, US | $5,000,001 - $25,000,000 |
| $1,000,001 - $5,000,000 | |
Vizz LLC Ltd. Partnership San Francisco, CA, US | $500,001 - $1,000,000 |
Wells Fargo Bank - Checking Account Washington, DC, US | $1,001 - $15,000 |
| Not disclosed | |
Yerba Associates San Francisco, CA, US | $250,001 - $500,000 |
Liabilities (10)
| Creditor | Type | Amount |
|---|---|---|
| Union Bank of California | mortgage | $1,000,001 - $5,000,000 |
| Union Bank of California | other | $500,001 - $1,000,000 |
| Union Bank of California | mortgage | $1,000,001 - $5,000,000 |
| Wachovia Securities | margin loan | $1,000,001 - $5,000,000 |
| Bank of America | mortgage | $1,000,001 - $5,000,000 |
| Union Bank of California | other | $250,001 - $500,000 |
| Union Bank of California | line of credit | $1,000,001 - $5,000,000 |
| Wells Fargo Investments | margin loan | $1,000,001 - $5,000,000 |
| WR Hambrecht & Co. | margin loan | $500,001 - $1,000,000 |
| City National Bank | personal loan | $1,000,001 - $5,000,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$2.4M
Technology$143.6M
Financial Services$18.3M
Industrials$1.2M
Communication Services$16.3M
Services$10.9M
Retail Trade$14.1M
Healthcare$150K
Utilities$925K
Energy$7.5M
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).