Nita M. Lowey
Nita M. Lowey Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 11, 2012. Includes 40 assets.
Est. Net Worth
$47.4M
2012 annual disclosure
Total Assets
$17.5M - $77.3M
40 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
LLC / Partnership$28.9M (10)
Retirement & Pension$11.3M (12)
Mutual Funds$3.5M (4)
Bank & Cash$3M (2)
Real Estate$375K (1)
Stocks$236K (9)
ETFs$75K (1)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (40)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
57 West 70th Development LLC | $5,000,001 - $25,000,000 |
Arbiter Partners | $1,000,001 - $5,000,000 |
Arbiter Partners | $1,000,001 - $5,000,000 |
| N/A | |
Brownstone Catalyst Fund (Exchanged to IRA) | N/A |
Cadigan Partners (see footnote) | $250,001 - $500,000 |
Chase Bank (Checking) | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Citibank Checking and Savings | $1,000,001 - $5,000,000 |
Diker Micro-Value Fund | $250,001 - $500,000 |
Federated Kaufmann Fund - IRA | $100,001 - $250,000 |
Fidelity IRA Rollover (transferred from Brownstone Capital) | $1,000,001 - $5,000,000 |
Fidelity Money Market Fund | $50,001 - $100,000 |
Glickenhaus & Co. | $1,001 - $15,000 |
Glickenhaus & Co. - Triad Fund | N/A |
Heinrich & Payne | $15,001 - $50,000 |
Inglasis & Snyder Value Fund | $1,000,001 - $5,000,000 |
| $15,001 - $50,000 | |
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 | $1,000,001 - $5,000,000 |
Warren Advantage Financial Strategies - Private Equity Fund | $1,000,001 - $5,000,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Marvin Investments (via Marvin Advisors, not self-directed) | N/A |
New Silk Route Fund - Private Equity Fund | $250,001 - $500,000 |
| $15,001 - $50,000 | |
NYS Deferred Compensation Plan (not self-directed) | $50,001 - $100,000 |
Oppenheimer & Close IRA - Fully Managed Diversified Investment Partnership | $100,001 - $250,000 |
Oppenheimer & Close Limited Partnership (not self-directed) | $500,001 - $1,000,000 |
Oppenheimer & Spence Limited Partnership (not self-directed) - Hedge Fund | $500,001 - $1,000,000 |
Oppenheimer Investment Fund P.O. (not self directed) - Hedge Fund | $1,000,001 - $5,000,000 |
Oppenheimer Funds - Private Partners Fund (in Liquidation) | N/A |
| $1,001 - $15,000 | |
Rental apartment Washington, DC, US | $250,001 - $500,000 |
Sigma Funds Partners - Hedge Fund | $500,001 - $1,000,000 |
Schleicher Prime | N/A |
| $15,001 - $50,000 | |
| $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Communication Services$65K
Consumer Cyclical$40K
Technology$228K
Industrials$106K
Financial Services$252K
Consumer Defensive$33K
Basic Materials$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).