Zukin Partners LLC Sole Proprietorship
Financial advisory · 800 Tarcuto Way, Los Angeles, CA 90077 · Spouse's business practice
Value $10,001–$100,000 · gross income $10,001–$100,000
Sources of $10,000+: Focus Impact
Helen Zukin › Form 700
Helen Zukin: 2024 Annual statement
- Annual 2024
- Judge, Court of Appeal, Second District · due 2025-03-03
- Filed
- 2025-02-28 · signed 02/28/2025 05:07 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (29 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 117
| Name | Business | Value | |
|---|---|---|---|
| Accenture PLC | Information technology and management consulting services | $2,000–$10,000 acquired 2024-12-19 | |
| ADOBE INC | Computer Software Company | $2,000–$10,000 acquired 2024-12-19 | |
| Alphabet Inc. | Holding company; search engine, software, mobile related products, software, ad, tech | $10,001–$100,000 disposed 2024-04-17 | |
| Alphabet Inc. | Holding company; search engine, software, mobile related products, software, ad, tech | $2,000–$10,000 acquired 2024-12-19 | |
| Amazon.com Inc | Technology company focused on e-commerce, cloud computing, advertising | $2,000–$10,000 acquired 2024-12-19 | |
| Ameren Corporation | Power and energy company | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Analog Devices, Inc. | Semiconductor Company | $10,001–$100,000 disposed 2024-04-17 | |
| Apple Inc. | Technology, consumer electronics, software, services | $10,001–$100,000 acquired 2024-12-19 | |
| Applied Materials Inc. | Supplies equipment, services, software for the manufacture of semiconductor chips | $2,000–$10,000 acquired 2024-12-19 | |
| AppLovin Corporation | Mobile technology | $2,000–$10,000 acquired 2024-12-19 | |
| AppLovin Corporation | Mobile technology | $2,000–$10,000 acquired 2024-05-01 disposed 2024-11-08 | |
| Arista Networks, Inc. | Computer networking company | $2,000–$10,000 acquired 2024-05-01 disposed 2024-07-23 | |
| ATHENEX, INC. CMN | BIOPHARMACEUTICAL · Company filed Chapter 11 | $2,000–$10,000 | |
| Atlassian Corp | Software company | $2,000–$10,000 acquired 2024-12-19 | |
| Autozone, Inc. | Retailer of aftermarket automotive parts and accessories | $10,001–$100,000 disposed 2024-04-17 | |
| Autozone, Inc. | Retailer of aftermarket automotive parts and accessories | $2,000–$10,000 acquired 2024-04-30 | |
| Becton, Dickinson and Company | Medical Technology Company | $10,001–$100,000 disposed 2024-04-17 | |
| BRISTOL MYERS SQUIBB | PHARMACEUTICAL COMPANY | $10,001–$100,000 | |
| Broadcom Inc. | Develops and supplies semiconductors, enterprise software, and security solutions | $2,000–$10,000 acquired 2024-12-19 | |
| Broadcom Inc. | Develops and supplies semiconductors, enterprise software, and security solutions | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Caci International Inc. | Professional services and information technology company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Cadence Design Systems Inc. | Technology and computational software company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Cadence Design Systems Inc. | Technology and computational software company | $2,000–$10,000 acquired 2024-12-19 | |
| Carrier Global Corporation | Manufacturer of HVAC, refrigeration, fire and security tech | $10,001–$100,000 disposed 2024-04-17 | |
| Caterpillar Inc | Manufactures and services heavy equipment, engines, and other industrial products | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Chart Industries, Inc. | Manufacturer of equipment servicing clean energy and industrial gas markets | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| CHEVRON CORPORATION | ENERGY CORPORATION SPECIALIZING IN OIL AND GAS | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Cloudflare, Inc. | IT service management company | $2,000–$10,000 acquired 2024-12-19 | |
| CME Group Inc. | Financial services company | $10,001–$100,000 disposed 2024-04-17 | |
| CME Group Inc. | Financial services company | $2,000–$10,000 acquired 2024-04-30 | |
| CMS Energy Corporation | Energy company | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Colgate-Palmolive Company | Consumer household and personal care products | $2,000–$10,000 disposed 2024-04-17 | |
| CONOCOPHILLIPS | ENERGY COMPANY | $10,001–$100,000 disposed 2024-10-28 | |
| Crowdstrike Holdings, Inc. | Cybersecurity technology | $2,000–$10,000 acquired 2024-12-19 | |
| Datadog, Inc. | Provides monitoring and security for cloud applications | $2,000–$10,000 acquired 2024-12-19 | |
| Dell Technologies Inc. | Technology products and services | $2,000–$10,000 acquired 2024-05-01 | |
| Diamondback Energy Inc. | Oil and natural gas company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| DT Midstream, Inc. | Natural gas transportation | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Eaton Corp PLC | Power management | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Eaton Corp PLC | Power management | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Elastic N.V. | Software company | $2,000–$10,000 acquired 2024-12-19 | |
| Eli Lilly & Co | Pharmaceutical company | $10,001–$100,000 | |
| Emerson Electric Co. | Designs and manufactures electronic and electrical equipment, software, systems and services | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Emerson Electric Co. | Designs and manufactures electronic and electrical equipment, software, systems and services | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Exxon Mobil Corporation | Oil and gas company | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Factset Research Systems Inc | Financial data and software company | $10,001–$100,000 disposed 2024-04-17 | |
| FirstEnergy Corp. | Electric utility company | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| GE Vernova | Energy manufacturing and services company | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| GE Vernova | Energy manufacturing and services company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| GitLab Inc. | Open Source code repository and collaborative software development platform | $2,000–$10,000 acquired 2024-05-01 disposed 2024-07-23 | |
| Graco Inc. | Manufacturer of fluid-handling systems and products | $10,001–$100,000 disposed 2024-04-17 | |
| Hilton Worldwide Holdings | Hospitality company | $2,000–$10,000 acquired 2024-05-16 | |
| Honeywell International Inc. | Manufactures aerospace and automotive products, control systems | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Houlihan Lokey, inc. | Investment banking company | $100,001–$1,000,000 | |
| Hubbell Incorporated | Manufacturer of electrical and electronic products | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Ingersoll Rand Inc. | Provides gear pumps and industrial products | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| JOHNSON & JOHNSON | PHARMACEUTICALS, MEDICAL DEVICES, CONSUMER PACKAGED GOODS | $10,001–$100,000 | |
| JOHNSON & JOHNSON | PHARMACEUTICALS, MEDICAL DEVICES, CONSUMER PACKAGED GOODS | $10,001–$100,000 disposed 2024-04-17 | |
| Kenvue Inc. | Consumer health company | $2,000–$10,000 disposed 2024-04-17 | |
| KLA Corp. | Semiconductor manufacturing company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| LAM Research Corporation | Supplies equipment and services for making semiconductor devices | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Lennox International Corporation | Provides products for HVAC and refrigeration markets | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Lincoln Electric Holdings Inc. | Manufacturer of welding equipment and related products | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Linde PLC | Industrial gas and chemical company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Linde PLC | Industrial gas and chemical company | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Linde PLC | Industrial gas and chemical company | $10,001–$100,000 disposed 2024-04-17 | |
| Lowe's Companies Inc | Retail company specializing in home improvement | $10,001–$100,000 disposed 2024-04-17 | |
| Lowe's Companies Inc. | Retail company specializing in home improvement | $2,000–$10,000 acquired 2024-04-30 | |
| Martin Marietta Materials, Inc. | Supplier of building materials | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Martin Marietta Materials, Inc. | Supplier of building materials | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Marvell Technology, Inc. | Data infrastructure solutions | $2,000–$10,000 acquired 2024-05-01 disposed 2024-10-15 | |
| Marvell Technology, Inc. | Data infrastructure solutions | $2,000–$10,000 acquired 2024-12-19 | |
| MASTERCARD INCORPORATED | FINANCIAL SERVICES | $10,001–$100,000 disposed 2024-04-17 | |
| MERCK & CO | PHARMACEUTICAL COMPANY | $10,001–$100,000 | |
| Meta Platforms Inc | Social media and technology company | $2,000–$10,000 acquired 2024-12-19 | |
| Meta Platforms Inc | Social media and technology company | $2,000–$10,000 acquired 2024-05-01 | |
| Mettler-Toledo International | Supplier of precision instruments and services | $10,001–$100,000 disposed 2024-04-17 | |
| Micron Technology, Inc. | Producer of computer memory and computer data storage | $2,000–$10,000 acquired 2024-12-19 | |
| Microsoft | Technology | $2,000–$10,000 acquired 2024-12-19 | |
| Microsoft | Technology | $2,000–$10,000 acquired 2024-05-01 | |
| MICROSOFT | TECHNOLOGY | $10,001–$100,000 disposed 2024-04-17 | |
| Middleby Corporation | Manufactures commercial and residential cooking equipment | $10,001–$100,000 disposed 2024-04-17 | |
| MongoDB, Inc. | Software company | $2,000–$10,000 acquired 2024-12-19 | |
| Moody's Corporation | Credit ratings, risk analysis, and research | $10,001–$100,000 disposed 2024-04-17 | |
| MSCI Inc. | Financial services company | $10,001–$100,000 disposed 2024-04-17 | |
| Nextera Energy, Inc. | Renewable energy company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Nike | Activewear | $10,001–$100,000 disposed 2024-04-17 | |
| Novo-Nordisk | Pharmaceutical company | $10,001–$100,000 acquired 2024-01-25 | |
| NVIDIA Corporation | Computer manufacturing company | $10,001–$100,000 acquired 2024-09-05 | |
| Oracle Corporation | Computer software company | $10,001–$100,000 disposed 2024-04-17 | |
| Otis Worldwide Corporation | Elevator and escalator manufacturing, installation, and service | $10,001–$100,000 disposed 2024-04-17 | |
| Pepsico, Inc. | Food, snack, and beverage company | $10,001–$100,000 disposed 2024-04-17 | |
| Permian Resources Corporation | Oil and natural gas company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| PFIZER | PHARMACEUTICAL AND BIOTECHNOLOGY CORP | $2,000–$10,000 | |
| PHILLIPS 66 | PETROLEUM REFINERIES | $2,000–$10,000 | |
| PHILLIPS 66 | PETROLEUM REFINERIES | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| PPL Corporation | Natural gas distribution company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Quanta Services Inc. | Construction engineering company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Quanta Services Inc. | Construction engineering company | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Rockwell Automation Inc. | Industrial automation and digital transformation technologies | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Rockwell Automation Inc. | Industrial automation and digital transformation technologies | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Saia, Inc. | Transport company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Salesforce Inc. | Cloud-based software company | $2,000–$10,000 acquired 2024-12-19 | |
| Sherwin-Williams | Paint and coating manufacturing company | $10,001–$100,000 disposed 2024-04-17 | |
| Snowflake Inc. | Cloud-based data storage company | $2,000–$10,000 acquired 2024-12-19 | |
| Steel Dynamics, Inc. | Fabricated structural metal company | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Synopsys Inc. | Provides software and services to the semiconductor industry | $2,000–$10,000 acquired 2024-05-01 | |
| Targa Resources Corp. | Operates and develops infrastructure to deliver natural gas and natural gas liquids | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Texas Instruments Inc. | Semiconductor company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| THERMO FISHER SCIENTIFIC INC | BIOTECHNOLOGY COMPANY | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| TJX Companies Inc | Department store corporation | $10,001–$100,000 disposed 2024-04-17 | |
| Trane Technologies | Manufacturing company focused on HVAC and refrigeration systems | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| UNITEDHEALTH GROUP INC | HEALTH INSURANCE COMPANY | $10,001–$100,000 disposed 2024-04-17 | |
| Vertiv Holdings LLC | Infrastructure and services for data centers, communication networks | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Xcel Energy Inc. | Utility company | $2,000–$10,000 acquired 2024-10-04 disposed 2024-10-15 | |
| Xylem Inc. | Water technology manufacturing company | $2,000–$10,000 acquired 2024-10-07 disposed 2024-10-15 | |
| Zscaler, Inc. | IT security company | $2,000–$10,000 acquired 2024-12-19 |
Schedule A-2 · Businesses & trusts (10% or more) 1
Schedule B · Real property 2
| Property | Value | Rental income | |
|---|---|---|---|
| 3004 Prospect Ave., Santa Monica, CA 90405 Ownership/Deed of Trust | over $1,000,000 | over $100,000 Tenants Nick and Laura Segal | |
| 8327 Melrose Ave., Los Angeles, CA 90069 · from the PDF Ownership/Deed of Trust | over $1,000,000 | $10,001–$100,000 Sam Devine of Society Salon; This property belonged to my husband and his 2 siblings. The property was sold on August 21, 2024. |
Schedule C · Income and business positions 10
| Source | Income | |
|---|---|---|
| Charger Investment Partners Private equity · Investor · 880 Apollo St., El Segundo, CA 90245 | over $100,000 Sale of: partnership interest | |
| Goldman Sachs Vintage Real Estate Partners Real estate · Investor · 2121 Avenue of the Stars, Suite 2600, Los Angeles, CA 90067 | $1,001–$10,000 Partnership | |
| Olympus Capital Asia Private equity · Spouse's investment · 245 East Friendly Ave., suite 200, Greensboro, NC 27401 | $10,001–$100,000 Partnership | |
| Shemin Real Estate, LLC Real estate · Spouse's investment · 10250 Constellation Blvd., 5th Floor, Los Angeles, CA 90067 | over $100,000 Spouse's or registered domestic partner's income | |
| Sixth Street Fundamental Strategies Partners Private equity · Investor · 2100 McKinney Ave., Suite 1500, Dallas, TX 75201 | $10,001–$100,000 Partnership | |
| Winstar Properties Real estate · Investor · 5670 Wilshire Blvd., Los Angeles, CA 90036 | $1,001–$10,000 Other: Investing member of LLC | |
| Lindsay Goldberg Private equity · Investor · 630 Fifth Ave., NY, NY 10111 | $10,001–$100,000 Partnership | |
| Kennedy Lewis Capital Partners Private equity · Investor · 225 Liberty Street, Ste 4210, NY, NY 10281 | $10,001–$100,000 Partnership | |
| Ethos Space Corp. Energy and construction company using lunar resources to build in space · Spouse's income · 3904 Grand View Blvd., Los Angeles, CA 90066 | $10,001–$100,000 Spouse's or registered domestic partner's income | |
| 8327 Melrose Ave. Property sale · Spouse's inherited property · 8327 Melrose Ave., Los Angeles, CA 90069 | over $100,000 Sale of: 8327 Melrose Ave. |
Schedule D · Gifts 6
| From | Gifts | Total | |
|---|---|---|---|
| Association of Business Trial Lawyers · from the PDF 8502 E. Chapman Ave., #443, Orange, CA 92869 | 2024-03-07 · Admission to lunch event · $90 | $90 | |
| Los Angeles County Bar Association · from the PDF 444 South Flower St., #2500, Los Angeles, CA 90071 | 2024-05-09 · Admission to lunch event · $200 | $200 | |
| Association of Business Trial Lawyers · from the PDF 8502 E. Chapman Ave., #443, Orange, CA 92869 | 2024-06-20 · Admission to an event · $115 | $115 | |
| The Armenian Bar Association · from the PDF P.O. Box 29111, Los Angeles, CA 90029 | 2024-04-30 · Admission to dinner event · $225 | $225 | |
| Asian Pacific American Bar Association · from the PDF 1145 Wilshire Blvd., 2nd Fl, Los Angeles, CA 90017 | 2024-05-10 · Admission to dinner event · $50 | $50 | |
| Consumer Attorneys Association of Los Angeles · from the PDF 444 South Flower St, Ste 2340, Los Angeles, CA 90071 | 2024-08-29 · Admission to an event · $830 | $830 |