Nita M. Lowey
Nita M. Lowey Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed June 24, 2011. Includes 38 assets.
Est. Net Worth
$53.3M
2011 annual disclosure
Total Assets
$19.4M - $87.1M
38 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$21.7M (14)
Mutual Funds$21.4M (5)
LLC / Partnership$6.8M (6)
Bank & Cash$3M (2)
Stocks$296K (8)
ETFs$75K (1)
Other$8K (1)
Gov. Securities$0 (1)
Top Stock Holdings (from trades)
All Assets (38)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
Archer Partners (not self directed hedge fund) | $1,000,001 - $5,000,000 |
Averill 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 | $250,001 - $500,000 |
Federal Kaufman 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. - Triax Fund | $1,000,001 - $5,000,000 |
| $15,001 - $50,000 | |
Ingalls & Snyder Value Fund | $1,000,001 - $5,000,000 |
| $15,001 - $50,000 | |
Lowey Dannenberg Bemporad & Selinger Profit Sharing Plan | $1,000,001 - $5,000,000 |
Lowey Dannenberg Cohen & Hart PC (ownership interest in law firm) | $1,000,001 - $5,000,000 |
Lowey Family Investment LLC | $1,000,001 - $5,000,000 |
M D Sass/Macquarie Financial Strategies - Private Equity Fund | $500,001 - $1,000,000 |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
MML Investors Services, Inc. - Hedge Fund (Not self-directed) | $1,000,001 - $5,000,000 |
New Silk Route Fund - Private Equity | $250,001 - $500,000 |
| $50,001 - $100,000 | |
NY Muni Cash Fund | N/A |
NYS Deferred Compensation Plan / 401K - Not self-directed | $50,001 - $100,000 |
Oppenheimer & Close IRA | $100,001 - $250,000 |
Oppenheimer & Close, Limited Partnership - Hedge Fund (not self-directed) | $500,001 - $1,000,000 |
Oppenheimer & Spence - Hedge Fund (not self-directed) | $500,001 - $1,000,000 |
P. Oppenheimer Investment Fund | $1,000,001 - $5,000,000 |
Paulson Partners Fund (not self directed) - Hedge Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Santa Monica Ptnrs (not self directed) - Hedge Fund | $500,001 - $1,000,000 |
Schlacher-Price | $250,001 - $500,000 |
Secor Holdings | $15,001 - $50,000 |
| $1,001 - $15,000 | |
United States Treasury Bills | N/A |
Trading Sector Allocation (from PTR trades)
Communication Services$65K
Consumer Cyclical$40K
Technology$228K
Industrials$106K
Financial Services$252K
Consumer Defensive$33K
Basic Materials$41K
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).