Nita M. Lowey
Nita M. Lowey Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed June 24, 2011. Includes 37 assets.
Est. Net Worth
$39M
2010 annual disclosure
Total Assets
$14.9M - $63.2M
37 assets
Total Liabilities
$0
0 liabilities
Total Trades
80
From PTR filings
Trade Volume
$20.9M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $34.3M |
| 2009 | $35.7M |
| 2009 | $51.5M |
| 2010 | $39M |
| 2011 | $53.3M |
| 2011 | $77.1M |
| 2012 | $47.4M |
| 2013 | $34.3M |
Assets by Category
Retirement & Pension$21.4M (15)
Mutual Funds$10.3M (6)
LLC / Partnership$3.8M (5)
Bank & Cash$3M (2)
Stocks$231K (7)
Gov. Securities$175K (1)
ETFs$75K (1)
Top Stock Holdings (from trades)
All Assets (37)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
Aether Partners (not self directed) - Hedge Fund | $1,000,001 - $5,000,000 |
Astar Holdings | $1,000,001 - $5,000,000 |
Brownstone Catalyst Fund - IRR | $1,000,001 - $5,000,000 |
Cadigan Partners | $250,000 - $500,000 |
Chase Bank (checking) | $1,001 - $15,000 |
Citibank Checking and Savings | $1,000,001 - $5,000,000 |
Diker Micro-Value Fund | $250,001 - $500,000 |
Federated Kaufmann Mutual Fund - IRA | $1,000,001 - $5,000,000 |
Fidelity Money Market Fund | $500,001 - $1,000,000 |
Glickenhaus & Co. | $1,001 - $15,000 |
Glickenhaus & Co. - Triad Fund | $1,000,001 - $5,000,000 |
| $15,001 - $50,000 | |
Ingalls & Snyder Value Fund | $1,000,001 - $5,000,000 |
| $50,001 - $100,000 | |
| N/A | |
Lowey Dannenberg Bampord & Selinger Profit Sharing Plan | $1,000,001 - $5,000,000 |
Lowey Dannenberg Bampord & Selinger Profit Sharing Plan Harp-C Ownership Interest | $1,000,001 - $5,000,000 |
Lowey Family Investment LLC | $1,000,001 - $5,000,000 |
M.D. Sass Multistrategy Fund (self directed) - Hedge Fund | N/A |
M.D. Sass/Macquarie Multi-Strategies - Private Equity Fund | $500,001 - $1,000,000 |
| $50,001 - $100,000 | |
Mill Investments/Milcap Advisors (not self directed) - Hedge Fund | $1,000,001 - $5,000,000 |
New Silk Route Fund - Private Equity Fund (Amended) | $100,001 - $250,000 |
| $50,001 - $100,000 | |
Ivy Multi Cash Fund (see Note) | $100,001 - $250,000 |
NYS Deferred Compensation Plan 401K | $50,001 - $100,000 |
Oppenheimer & Close (see attachment) IRA | $100,001 - $250,000 |
Oppenheimer & Close Limited Term Govt Fund (not self directed) - Hedge Fund | $500,001 - $1,000,000 |
Oppenheimer & Spence Opp. Investment Fund (not self directed) - Hedge Fund | $500,001 - $1,000,000 |
Pequot Partners Fund (not self directed) - Hedge Fund | $250,001 - $500,000 |
| $1,001 - $15,000 | |
Santa Monica Partners (not self directed) - Hedge Fund | $250,001 - $500,000 |
Schleicher-Prime | $250,001 - $500,000 |
Searor Holdings | $50,001 - $100,000 |
| $1,001 - $15,000 | |
United States Treasury Bills | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Communication Services$65K
Consumer Cyclical$40K
Technology$228K
Industrials$106K
Financial Services$252K
Consumer Defensive$33K
Basic Materials$33K
Energy$108K
Healthcare$65K
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).