Net worth · from the 2024 annual disclosure, filed 2025-08-13
Members report every asset and liability in a value band, never a figure. The range below is the arithmetic floor and ceiling those bands allow: assets at their minimums minus liabilities at their maximums, and the reverse. Midpoints are shown only for year-over-year comparison.
Net worth range (2024)
−$51.5M – $207.2M
+$21.1M midpoint change vs 2023
Assets
$53.5M – $243.2M
118 line items
Liabilities
$36.0M – $105.0M
4 line items
By year
| Year | Chamber | Assets | Liabilities | Net worth range | Items | Filing |
|---|---|---|---|---|---|---|
| 2024 | house | $53.5M – $243.2M | $36.0M – $105.0M | −$51.5M – $207.2M | 118 / 4 | PDF 2025-08-13 |
| 2023 | house | $47.8M – $206.6M | $36.0M – $105.0M | −$57.2M – $170.6M | 1,627 / 4 | PDF 2024-08-13 |
Where the money is (2024)
Largest disclosed assets (2024)
| Holding | Class | Owner | Disclosed value |
|---|---|---|---|
| BBR Absolute Return Long Duration IV, LP Income |
Private funds | self | $5.0M – $25.0M |
| SERIES 1 Capital Gains |
Other | self | $5.0M – $25.0M |
| GGIPX Opportunities Fund Class P Shares (GGIPX) Dividends |
Mutual funds | self | $5.0M – $25.0M |
| GSMTX Shares (GSMTX) Dividends |
Mutual funds | self | $5.0M – $25.0M |
| BBR ALO Fund, LLC Income |
Private funds | self | $5.0M – $25.0M |
| BBR Real Assets Fund III, LP Income |
Private funds | self | $1.0M – $5.0M |
| Cypress Point Technology Fund LP Income |
Private funds | self | $1.0M – $5.0M |
| BBR Real Assets Fund IV, LP | Private funds | self | $1.0M – $5.0M |
| LAZY Lazydays Holdings, Inc. (LAZY) | Stocks | self | $1.0M – $5.0M |
| BBR Private Investment Fund-Series I, LP Income |
Private funds | self | $1.0M – $5.0M |
| Exchange Place (Equity Only): All Cap LP Dividends |
Private funds | self | $1.0M – $5.0M |
| EXCHANGE PLACE (EQUITY ONLY): ALL CAP LP Income |
Private funds | self | $1.0M – $5.0M |
| Exchange Place (Equity Only) All Cap LP Capital Gains |
Private funds | self | $1.0M – $5.0M |
| BBR Real Assets Fund VII, LP Income |
Private funds | self | $1.0M – $5.0M |
| REDBIRD CAPITAL PARTNERS IV AC Income |
Private funds | self | $1.0M – $5.0M |
Liabilities (2024)
| Creditor | Type | Owner | Amount |
|---|---|---|---|
| Goldman Sachs | Line of Credit | self | $25.0M – $50.0M |
| Goldman Sachs | Mortgage | self | $5.0M – $25.0M |
| Northern Trust | Mortgage | self | $5.0M – $25.0M |
| Northern Trust | Mortgage | self | $1.0M – $5.0M |
Source: pfd_filings / pfd_assets / pfd_liabilities (House Clerk and Senate eFD annual reports, parsed). Bands are the form's own brackets; the top bracket on some forms is unbounded, which is why a ceiling can read "≥". The form does not state what secures a loan, so liability types are the filer's wording.