Nita M. Lowey
Nita M. Lowey Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed August 6, 2013. Includes 37 assets.
Est. Net Worth
$34.3M
2013 annual disclosure
Total Assets
$12.8M - $55.8M
37 assets
Total Liabilities
$0
0 liabilities
Total Trades
74
From PTR filings
Trade Volume
$20.5M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Retirement & Pension$20.7M (12)
LLC / Partnership$9.2M (8)
Mutual Funds$3.6M (4)
Bank & Cash$408K (2)
Real Estate$375K (1)
Stocks$0 (9)
ETFs$0 (1)
Top Stock Holdings (from trades)
All Assets (37)
| Asset | Value |
|---|---|
| N/A | |
57 West 70th Development LLC New York, NY, US | $1,000,001 - $5,000,000 |
49 C Street SE, Apt 209 Washington, DC, US | $250,001 - $500,000 |
Arbiter Partners | $1,000,001 - $5,000,000 |
Arbiter Partners | $1,000,001 - $5,000,000 |
Brownstone Investment Opportunities | $1,000,001 - $5,000,000 |
Cadigan Partners | $1,001 - $15,000 |
Chase Bank (Checking) | $15,001 - $50,000 |
| N/A | |
Citibank Checking and Savings | $250,001 - $500,000 |
Diker Micro-Value Fund | $250,001 - $500,000 |
Federated Kaufmann Mutual Fund - IRA | $1,000,001 - $5,000,000 |
First Florida Rollover Account (Max Mkt Account) | $1,000,001 - $5,000,000 |
Fidelity Money Market Fund | $50,001 - $100,000 |
Glickenhaus & Co (CGA Account) | N/A |
| N/A | |
Highway Eats | $100,001 - $250,000 |
Ingalls & Snyder Value Fund | $1,000,001 - $5,000,000 |
| N/A | |
Lowey Dannenberg Bemporad & Selinger Profit Sharing Plan | $500,001 - $1,000,000 |
Lowey Dannenberg Cohen & Hart, P.C. | $1,000,001 - $5,000,000 |
Lowey Family Investment LLC | N/A |
Millennium Financial Strategies - Private Equity Fund | $500,001 - $1,000,000 |
Market Vectors ETF TR Gold | N/A |
| N/A | |
New Silk Route Fund - Private Equity Fund | $250,001 - $500,000 |
| N/A | |
NYS Deferred Compensation Plan 401K - Not Self Directed | $50,001 - $100,000 |
Oppenheimer International Bond Fund | $100,001 - $250,000 |
Oppenheimer & Close Limited Partnership | N/A |
Oppenheimer & Spence Investment Inc | $1,000,001 - $5,000,000 |
Oppenheimer International Fund - Hedge Fund | $1,000,001 - $5,000,000 |
Pequot Partners Fund - in liquidation (see footnote) | N/A |
| N/A | |
Santa Monica Partners Hedge Fund | $500,001 - $1,000,000 |
| N/A | |
| N/A |
Trading Sector Allocation (from PTR trades)
Technology$228K
Financial Services$252K
Energy$108K
Industrials$73K
Healthcare$65K
Communication Services$65K
Consumer Cyclical$40K
Basic Materials$33K
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).