3575 Haven Avenue LLC Partnership · from the PDF
Real Estate · Parcel Number · Partner
Value over $1,000,000 · gross income $0–$499
Marc Berman › Form 700
Marc Berman: 2025 Annual statement
- Annual 2025
- Assembly Member, State Assembly · due 2026-03-02
- Filed
- 2026-03-02 · signed 03/02/2026 05:04 PM
- Source
- Read from the FPPC's structured data, checked against the PDF · the PDF (14 p.) · FPPC portal
Schedule A-1 · Investments (under 10%) 18
| Name | Business | Value | |
|---|---|---|---|
| Apple | Electronics | $100,001–$1,000,000 | |
| *Arylla | Technology | $10,001–$100,000 | |
| *Chipotle | Food | $10,001–$100,000 disposed 2025-12-09 | |
| *Crocs Inc | Retail | $2,000–$10,000 | |
| *Deed | Technology | $10,001–$100,000 | |
| Google, Inc. | Internet Search | $100,001–$1,000,000 | |
| *Halogen Venture Fund I partnership income $0–$499 | Investing · Partnership | $100,001–$1,000,000 | |
| *Halogen Venture Fund II partnership income $0–$499 | Investing · Partnership | $100,001–$1,000,000 | |
| Lucy Berman & Sons LLC · from the PDF partnership income over $500 | Investing · Partnership | over $1,000,000 | |
| *Lulu Lemon | Fashion | $10,001–$100,000 | |
| *Meta | Social media | $10,001–$100,000 disposed 2025-03-10 | |
| *Nvidia | Technology | $2,000–$10,000 | |
| *Stripe | Payment processing · Restricted Stock Units | $100,001–$1,000,000 | |
| The Walt Disney Company | Mass Media | $2,000–$10,000 | |
| *Underclub | Fashion | $10,001–$100,000 disposed 2025-12-31 | |
| *Vinsight | Ag Tech | $10,001–$100,000 | |
| *Figma | Design Platform | $10,001–$100,000 acquired 2025-12-01 | |
| *Amazon | Technology Company | $10,001–$100,000 acquired 2025-12-09 |
Schedule A-2 · Businesses & trusts (10% or more) 2
Marc Eli Berman 2012 GST trust · from the PDF
Parcel Number
Value — · gross income $10,001–$100,000
Sources of $10,000+: Lucy Berman & Sons LLC
Holds: Lucy Berman & Sons LLC (Investing) · over $1,000,000 · Stock
Schedule B · Real property 1
| Property | Value | Rental income | |
|---|---|---|---|
| Sacramento, CA Ownership/Deed of Trust | $100,001–$1,000,000 | $10,001–$100,000 Jesse Gabriel |
Schedule C · Income and business positions 2
| Source | Income | |
|---|---|---|
| Fidelity National Information Services (FIS) Financial products & services · Employee · 323 Riverside Avenue, Jacksonville, FL 32202 | over $100,000 Spouse's or registered domestic partner's income | |
| Lucy Berman & Sons LLC Investing · Partner · Parcel Number 003-08-036 | $1,001–$10,000 Partnership |
Schedule D · Gifts 25
| From | Gifts | Total | |
|---|---|---|---|
| Bay Area Host Committee 444 Castro Street, Ste. 150 Mountain View, California | 2025-01-22 · Soccer ball and scarf · $30 | $30 | |
| Robert Rivas for Assembly 2026 · from the PDF 1700 Tribute Road, Suite 201, Sacramento, CA | 2025-02-04 · Food and Beverages · $108.69 2025-03-14 · Pastries · $15.50 2025-04-08 · Jacket · $77.58 | $201.77 | |
| Robert Rivas for Assembly 2026 · from the PDF 1700 Tribute Road, Suite 201, Sacramento, CA | 2025-04-23 · Beverages · $10.12 | $10.12 | |
| California Jewish Legislative Caucus Leadership Foundation · from the PDF 777 S. Figueroa Street, Suite 4050, Los Angeles, CA | 2025-02-25 · Food and Beverages · $154.15 2025-04-28 · Food and Beverages · $28.38 2025-11-17 · Summit Ice Jacket · $197.85 | $380.38 | |
| California Armenian Legislative Caucus Foundation · from the PDF 9458 Treelake Road, Granite Bay, CA | 2025-03-24 · Jacket · $118.62 | $118.62 | |
| Jewish Community Relations Council 121 Steuart Street, #301, San Francisco, CA | 2025-04-03 · Food and Beverages · $96 | $96 | |
| California Democratic Party · from the PDF 1830 9th Street, Sacramento, CA | 2025-02-05 · Food and Beverages · $48.31 2025-05-28 · Food and Beverages · $69.47 2025-09-03 · Food and Beverages · $73.61 | $191.39 | |
| California Democratic Party · from the PDF 1830 9th Street, Sacramento, CA | 2025-12-02 · Wine Gift · $54.48 | $54.48 | |
| West Valley-Mission Community College District · from the PDF 14000 Fruitvale Avenue, Saratoga, CA | 2025-01-27 · Framed photo · $164.89 | $164.89 | |
| San Francisco 49ers · from the PDF 4949 Marie P. DeBartolo Way, Santa Clara, CA | 2025-08-04 · Tickets · $60 | $60 | |
| Palo Alto Chamber of Commerce · from the PDF 355 Alma Street, Palo Alto, CA | 2025-10-09 · Food and Beverage · $150 | $150 | |
| Friends of the University 3019 Wilshire, Suite 150, Santa Monica | 2025-12-09 · Food and Beverages · $170.42 | $170.42 | |
| Palo Alto Kiwanis Club · from the PDF P.O. Box 149, Palo Alto, CA | 2025-02-15 · Food and Beverages · $100 | $100 | |
| San Mateo Labor Council · from the PDF 1710 S. Amphlett Blvd., Suite 306, San Mateo, CA | 2025-05-13 · Food and Beverages · $100 | $100 | |
| Rebecca Bauer-Kahan for Assembly 2026 · from the PDF 1700 Tribute Road, Suite 201, Sacramento | 2025-05-27 · Food and Beverages · $159.41 | $159.41 | |
| Assembly Speaker Robert Rivas 1021 O Street, Suite 8330, Sacramento, CA | 2025-06-01 · Books and camera · $98.07 | $98.07 | |
| Senator Angelique Ashby 1021 O Street, Suite 8630, Sacramento, CA | 2025-06-01 · Blanket, book, toy, clothes · $50 | $50 | |
| Assembymember Jesse Gabriel 1020 N Street, Suite 8230, Sacramento, CA | 2025-06-01 · Infant lounger and cover · $160 | $160 | |
| Assemblymember Nick Schultz 1021 O Street, Suite 5150 | 2025-06-01 · Baby bottles and pacifier · $71 | $71 | |
| Assemblymember Sharon Quirk-Silva 1021 O Street, Suite 4210, Sacramento, CA | 2025-06-01 · Diaper caddy, book, diaper cream box · $75 | $75 | |
| Assemblymember Robert Garcia 1021 O Street, Suite 6240, Sacramento, CA | 2025-06-01 · Baby books · $50 | $50 | |
| Senator Tim Grayson 1021 O Street, Suite 7250, Sacramento, CA | 2025-06-01 · Car seat base · $250 | $250 | |
| Todd Gloria · from the PDF 202 C Street, 11th Floor, San Diego, CA | 2025-06-01 · toy, burp cloths, towel set, changing mat · $137 | $137 | |
| Senator Monique Limon 1121 O Street, Suite 8518, Sacramento, CA | 2025-06-01 · Baby clothing · $113.24 | $113.24 | |
| Jianfei Zhu 535 Mission Street, Ste 2200, SF, CA, 94105 | 2025-07-22 · Baby Play Gym · $150 | $150 |
Schedule E · Travel paid by others 6
| Paid by | Trip | Amount | |
|---|---|---|---|
| Asian and Pacific Islander Legislative Caucus Foundation · 501(c)(3) c/o Deane and Company, 1787 Tribute Road, Sacramento, CA | Sausalito, CA · 2025-01-09 to 2025-01-10 · Travel related to Bay Area Caucus Policy Retreat · Gift | $392.45 | |
| *California Forever 5140 Business Center Drive Suite 240, Fairfield, CA | Sausaulito, CA · 2025-01-09 to 2025-01-10 · Travel related to Bay Area Caucus Policy Summot · Gift | $137.89 | |
| National Conference of State Legislatures · 501(c)(3) 7700 East First Place, Denver, CO | Salt Lake City, UT · 2025-01-10 to 2025-01-11 · Travel related to NCSL and NASS Policy Meeting · Gift | $904.90 | |
| Hanson Bridgett LLP 500 Capitol Mall, Suite 1500, Sacramento, CA | Truckee, CA · 2025-04-24 to 2025-04-26 · made a speech / panel · Gift | $299 | |
| ALS Network - Golden West Chapter PO Box 7082, Woodland Hills, CA | Carmel Valley, CA · 2025-01-23 to 2025-01-24 · made a speech / panel · Gift | $1,068.57 | |
| California Competes: Higher Education for a Strong Economy · 501(c)(3) 1300 Clay Street, Suite 1020, Oakland, CA | Sonoma, CA · 2025-01-30 to 2025-01-31 · Travel related to California Competes Higher Education Policy Summit · Gift | $930 |
The filer's comments
A-1 Companies with a * owned by my spouse.
A-1 Companies with a * owned by my spouse.
A-1 Companies with a * owned by my spouse.
E *For gift from California Forever, the Asian and Pacific Islander Legislative Caucus Foundation was the fiscal intermediary.