SHELLEY BERKLEY
SHELLEY BERKLEY Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 66 assets and 10 liabilities.
Est. Net Worth
$42.5M
2010 annual disclosure
Total Assets
$18.4M - $76.1M
66 assets
Total Liabilities
$6.4M - $3M
10 liabilities
Total Trades
1,511
From PTR filings
Trade Volume
$6.9M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Other$21.1M (16)
LLC / Partnership$21M (19)
Bank & Cash$3.8M (10)
Real Estate$1.2M (15)
Gov. Securities$74K (2)
Stocks$24K (3)
Mutual Funds$23K (1)
Top Stock Holdings (from trades)
All Assets (66)
| Asset | Value |
|---|---|
Pentagon Fed Credit Union | $1,001 - $15,000 |
Congressional Fed Credit Union | $50,001 - $100,000 |
Nevada State Bank | $250,001 - $500,000 |
Bank of Nevada NV | $1,000,001 - $5,000,000 |
3466 Legendary Ln Las Vegas, NV, US | N/A |
1509 Foxdale Ln Washington, DC, US | N/A |
208 D St SE Washington, DC, US | N/A |
11032 Oriente Dr Las Vegas, NV, US | N/A |
Ally Bank | N/A |
Bronze 2mm LLC | N/A |
Centennial HD LLC 8775 W Flamingo Way, Las Vegas, NV, US | N/A |
8775 W Flamingo Way Las Vegas, NV, US | N/A |
2400 Tech Center LLC Las Vegas, NV, US | N/A |
2400 Tech Center Way Las Vegas, NV, US | N/A |
Panump NV Pahrump, NV, US | N/A |
FSD LLC | N/A |
NCA, Nephrology Management | N/A |
Quail Park V Joint Venture 5000 S Rancho, Las Vegas, NV, US | $100,001 - $250,000 |
The Glen Motor Tavern | N/A |
Melasat International | $1,001 - $15,000 |
2241 Park Place Minden, NV, US | $100,001 - $250,000 |
Tri Industries | $1,001 - $15,000 |
| $1,001 - $15,000 | |
NV National Bank | $1 - $1,000 |
| $1,001 - $15,000 | |
Waterfield | N/A |
Morgan Stanley, Attachment E | $250,001 - $500,000 |
Morgan Stanley, Attachment F | $500,001 - $1,000,000 |
Morgan Stanley, Attachment G | $500,001 - $1,000,000 |
Morgan Stanley - Attachment E | $15,001 - $50,000 |
Charles Schwab - Attachment F | $100,001 - $250,000 |
Morgan Stanley - Attachment G | $100,001 - $250,000 |
John Hancock (Attachment A - year end holdings and transactions see attachment) | $100,001 - $250,000 |
Morgan Stanley (Attachment B - year end holdings and transactions see attachment) | $1,000,001 - $5,000,000 |
Morgan Stanley (Attachment C - year end holdings and transactions see attachment) | $500,001 - $1,000,000 |
Morgan Stanley (Attachment D - year end holdings and transactions see attachment; all trades by advisor without discussion with client) | $5,000,001 - $25,000,000 |
RRT, LLC Las Vegas, NV, US | $500,001 - $1,000,000 |
Kidney Specialists of Southern Nevada Las Vegas, NV, US | $1,000,001 - $5,000,000 |
SHDC, LLC | $100,001 - $250,000 |
Doctorxx, LLC Reno, NV, US | $100,001 - $250,000 |
Peds HQ LLC Las Vegas, NV, US | $15,001 - $50,000 |
VAVAC, LLC - land and building 3160 Canadian Ln, NV, US | $50,001 - $100,000 |
1660 Honeysuckle Pahrump, NV, US | $15,001 - $50,000 |
2630 E. Harris Farm Rd Pahrump, NV, US | $50,001 - $100,000 |
Pahrump land assessors #27-211-03 Pahrump, NV, US | $50,001 - $100,000 |
1281 Laura Pahrump, NV, US | $15,001 - $50,000 |
1241 Pasco Pahrump, NV, US | $15,001 - $50,000 |
Henderson Dialysis LLC dialysis unit Henderson, NV, US | $500,001 - $1,000,000 |
SFH Investors LLC Las Vegas, NV, US; Henderson, NV, US | $5,000,001 - $25,000,000 |
Meadows-Zin LLC | $15,001 - $50,000 |
Meadows Mall | $250,001 - $500,000 |
Meadows Mall, Las Vegas, NV Las Vegas, NV, US | $250,001 - $500,000 |
Parhum-Zin LLC | $15,001 - $50,000 |
Parhum Holding | $250,001 - $500,000 |
Parhum NV | $250,001 - $500,000 |
NephroCeuticals LLC | $15,001 - $50,000 |
One Prestige | $15,001 - $50,000 |
Mansurg DH 43542 | $15,001 - $50,000 |
Nephrology & Endocrine Associates of Palm Beach (and payment of forfeitures plan now closed) Palm Beach, FL, US | N/A |
United States Treasury Note (Due 09/15/2012) | $56,092 - $56,092 |
United States Treasury Note (Due 02/15/2014) | $18,178 - $18,178 |
Mercantile BK MI Grand Rapids CD Grand Rapids, MI, US | $77,660 - $77,660 |
Countrybank Greenwood S CD | $77,997 - $77,997 |
Parkway Bank and Trust Company CD | $78,294 - $78,294 |
Western Asset Money Market Fund Class A | $22,880 - $22,880 |
Cash Balance | $1,007 - $1,007 |
Liabilities (10)
| Creditor | Type | Amount |
|---|---|---|
| Central National Bank | mortgage | $15,001 - $50,000 |
| USAA Federal Savings Bank | other | $100,001 - $250,000 |
| Pentagon Federal Credit Union | mortgage | $250,001 - $500,000 |
| Pentagon Federal Credit Union | mortgage | $500,001 - $1,000,000 |
| Wells Fargo Home Mortgage | mortgage | $5,000,001+ |
| First Bank & Trust, Winnfield, Louisiana | mortgage | $100,001 - $250,000 |
| Wells Fargo Home Mortgage | mortgage | $100,001 - $250,000 |
| JPMorgan Chase Home Mortgage | mortgage | $100,001 - $250,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
| Provident Funding | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Healthcare$98K
Financial Services$101K
EnergyN/A
Consumer DefensiveN/A
Technology$73K
Real EstateN/A
UtilitiesN/A
Basic Materials$75K
Consumer CyclicalN/A
Industrials$124K
Communication Services$41K
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).