Nita M. Lowey
Nita M. Lowey Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 39 assets.
Est. Net Worth
$77.1M
2011 annual disclosure
Total Assets
$27.3M - $126.9M
39 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
LLC / Partnership$21.8M (5)
Retirement & Pension$21.5M (14)
Mutual Funds$15.3M (5)
Stocks$15.3M (10)
Bank & Cash$3M (2)
ETFs$250K (2)
Gov. Securities$0 (1)
Top Stock Holdings (from trades)
All Assets (39)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
Archer Partners (not self directed) - Hedge Fund | $1,000,001 - $5,000,000 |
Avatar Holdings | $1,001 - $15,000 |
Brownstone Catalyst Fund - IRA | $1,000,001 - $5,000,000 |
Cadigan Partners (see footnote) | $250,001 - $500,000 |
Chase Bank (checking) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Citibank Checking and Savings | $1,000,001 - $5,000,000 |
Diker Micro-Value Fund | $50,001 - $100,000 |
Federated Kaufmann Mutual Fund - IRA | $1,000,001 - $5,000,000 |
Fidelity Money Market Fund | $5,000,001 - $25,000,000 |
Glickenhaus & Co. | $1,001 - $15,000 |
Glickenhaus & Co. - Tidal Fund | $1,000,001 - $5,000,000 |
| $15,001 - $50,000 | |
Ingalls & Snyder Value Fund | $50,001 - $100,000 |
| $5,000,001 - $25,000,000 | |
Lowey Dannenberg Bemporad & Selinger Profit Sharing Plan | $1,000,001 - $5,000,000 |
LS Holdings LLC - Ownership Interest in W. Family Investment LLC | $5,000,001 - $25,000,000 |
Lowey Family Investment LLC | $1,000,001 - $5,000,000 |
H.D. Sass/Maxusgage Financial Strategies - Private Equity Fund | $500,001 - $1,000,000 |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
MML Investments (directed) - Hedge Fund | $1,000,001 - $5,000,000 |
New Silk Route Fund - Private Equity Fund | $250,001 - $500,000 |
| $50,001 - $100,000 | |
NY Municipal Cash Fund (see footnote) | N/A |
NYS Deferred Compensation Plan 401K - Not self directed | $50,001 - $100,000 |
Oppenheimer Global Fund (see attachment) | $100,001 - $250,000 |
Oppenheimer & Co Inc Limited Partnership (see footnote) | $500,001 - $1,000,000 |
Oppenheimer International Growth Fund - Hedge Fund (see footnote) | $500,001 - $1,000,000 |
Oppenheimer Main Street Fund (see footnote) | $1,000,001 - $5,000,000 |
Paulson Partners Fund (not self directed) - Hedge Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Santa Monica Partners (not self directed) - Hedge Fund | $500,001 - $1,000,000 |
Schetcher-Prince | $250,001 - $500,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
United States Treasury Bills | 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).