The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $1,001–$10,000
Holds: APOLLO ASSET BACKED CREDIT COMPANY LLC (ASSET BACKED CREDIT) · $10,001–$100,000 · Partnership
Ann Cho › Form 700
| Name | Business | Value | |
|---|---|---|---|
| Apple (AAPL) | Multinational technology company | $10,001–$100,000 | |
| Nvidia Corporation | Multinational technology company | $2,000–$10,000 | |
| Fundrise eFund, LLC | Private REIT · REIT investment | $10,001–$100,000 | |
| The Walt Disney Co. (DIS) | Multinational entertainment company | $2,000–$10,000 | |
| iCapital-Arctos American Football Access Fund, Series 1 partnership income $0–$499 | Private equity investment fund (L.P.) · Partnership | $10,001–$100,000 | |
| RealtyMogul Apartment Growth REIT, Inc. | Private REIT · REIT investment | $10,001–$100,000 | |
| Fundrise Growth REIT, LLC | Private REIT · REIT investment | $2,000–$10,000 | |
| Fundrise Income Real Estate Fund, LLC | Private REIT · REIT investment | $2,000–$10,000 | |
| Fundrise | Crowd source private REIT and credit co. | $2,000–$10,000 |
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $1,001–$10,000
Holds: APOLLO ASSET BACKED CREDIT COMPANY LLC (ASSET BACKED CREDIT) · $10,001–$100,000 · Partnership
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $500–$1,000
Holds: APOLLO INFRASTRUCTURE COMPANY LLC (INFRASTRUCTURE) · $10,001–$100,000 · Partnership
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $1,001–$10,000
Holds: BLACKROCK PRIVATE INVESTMENTS FUND (PRIVATE EQUITY) · $10,001–$100,000 · Partnership
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $1,001–$10,000
Holds: BLACKSTONE PRIVATE CREDIT FUND (PRIVATE CREDIT) · $10,001–$100,000 · Partnership
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $1,001–$10,000
Holds: STATE STREET ENERGY SELECT ETF (ENERGY STOCK ETF) · $10,001–$100,000 · Stock
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $0–$499
Holds: STATE STREET MATERIALS SELECT ETF (MATERIALS STOCK ETF) · $10,001–$100,000 · Stock
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $500–$1,000
Holds: STATE STREET INDUSTRIALS SELECT ETF (INDUSTRIALS STOCK ETF) · $10,001–$100,000 · Stock
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $500–$1,000
Holds: STATE STREET FINANCIALS SELECT ETF (FINANCIAL STOCK ETF) · $10,001–$100,000 · Stock
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $0–$499
Holds: SUMMIT PEAK VENTURES II LLP (VENTURE CAPITAL) · $10,001–$100,000 · Partnership
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $0–$499
Holds: SWEETGREEN INC (SG) (RESTAURANT BUSINESS) · $2,000–$10,000 · Stock
The Fawaz Family Trust trust
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $10,001–$100,000
Sources of $10,000+: Christian & Tionna Barber (tenants)
Holds: 1317 Abelia, Irvine, CA 92606 (Rental Property) · over $1,000,000 · Property Ownership/Deed of Trust
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $0–$499
Holds: CrowdStreet Blended Portofolio - Series V (Private REIT operated by Crowd Street Advisors) · $2,000–$10,000 · REIT investment
The Fawaz Family Trust trust · from the PDF
6230 Irvine Blvd. #1042, Irvine, CA 92620
Value — · gross income $0–$499
Holds: CrowdStreet REIT 1 (C-REIT) (Private REIT operated by Crowd Street Advisors) · $10,001–$100,000 · REIT Investment
| Source | Income | |
|---|---|---|
| Katten Muchin Rosenman LLP Law Firm · Spouse's (Ryan Fawaz's) position: Partner · 525 West Monroe St., Chicago, IL 60661 | over $100,000 Partnership |