California Files

Valerie Salkin › Form 700

Valerie Salkin: 2024 Annual statement

Annual 2024
Judge, Los Angeles County Superior Court · due 2025-03-03
Filed
2025-02-14 · signed 02/14/2025 03:28 PM
Source
Read from the FPPC's structured data, checked against the PDF · the PDF (16 p.) · FPPC portal

Schedule A-1 · Investments (under 10%) 5

NameBusinessValue
Berkshire HathawayMultiple Holdings--insurance, real estate, etc.$100,001–$1,000,000
Gerber and Company/RVW Investments · from the PDF
partnership income over $500
Investment in Texas properties · Partnership$100,001–$1,000,000
H &S Georgia, L.P. · from the PDF
partnership income over $500
Investment Partnership · Partnershipover $1,000,000
Oro Investments · from the PDF
partnership income over $500
Investments in Nevada, Florida, and Texas Prop · Partnership$100,001–$1,000,000
Six Flags Fund Ltd. (L.P.) · from the PDF
partnership income over $500
Investment in Amusement Park · Partnershipover $1,000,000

Schedule A-2 · Businesses & trusts (10% or more) 8

Danmar, KV LLC · from the PDF

Investments · LLC Member

Value over $1,000,000 · gross income over $100,000

Holds: Danmar, KV is a Delaware LLC. It contains funds from the Valerie Salkin 2012 Trust. It does not hold real estate. The Trust holds a minority ownership in Danmar, KV. I have no authority to select, purchase, manage, or sell any investments, stocks, or companies in which Danmar, KV has an interest. Stocks owned by Danmar KV are listed, below. Most are not publicly traded. I receive no income from Danmar; all proceeds are reinvested in the companies referenced below.; Airway Therapeutics; FMV over $100,000; Cart.com (fka Amify, Inc.); FMV $15,000;; Brius Technologies, Inc. Purchased 5-23-24 $100,000 ; Chevron Corp; FMV over $100,000; Cincinnati Cornerstone Investors BWV I, LLC (Bluewater Vaccines); Sold at a loss for $36,000 6/30/24; Cincinnati Cornerstone EL 3 (Enable Injections); FMV $33,000; Genetesis, Inc.; FMV $90,000; Intel; FMV $120,000; Lisner, Inc.; FMV $80,000; Losant IoT, Inc.; FMV $16,000; Mercury Fund Ventures III, LP; FMV over $100,000; Mercury Fund Ventures IV, LP; FMV $200,000 ; Jupiter Endovascular (part of Neptune Medical, Inc).; FMV $30,000; Northcreek Mezzanine Fund 2, LP; FMV over $100,000; Northcreek Mezzanine Fund III, LP; FMV over $500,000; Ironclad; FMV $13,000; Philip Morris; FMV $300,000; Podimetrics; FMV $38,000; Procyrion, Inc.; FMV $140,000; Scientific Health Development Fund 3, Ltd.; FMV $45,000; SMART Medical Systems; FMV $80,000; StoreOne Ltd. (Israeli corp.) FMV $85,000; Structural Capital Investments III, LP (Debt Fund); FMV $400,000; Structural Capital Investments IV, LP (Debt Fund); FMV $300,000; Toronto Dominion Bank $130K FMV; Viking Partners Fund 5Q Total FMV $150K; Vurvey Labs (formerly known and reported as Batterii) FMV $3500 or less; Mercury Fund V, LP--FMV $300,000; MF Invesco, LLC investment in Mills Fence, Cincinnati, OH) FMV $250,000; Mercury Affiliates XV, LLC--FMV $32,000 in Spruce Services "getspruce.com"; Bank of Nova Scotia (BNS) FMV $135,000; Mercury Affiliates XXI, LLC--$65,000 invested into Graylong Software; Olympus Santa Rosa Investors, LLC--$250,000; (Olympus owns Florida property); Rivermark Medical, Inc. purchased 9-30-24 $100,000; NG Companies, Inc. purchased 10-3-24 $250,000; Northcreek Mezzanine Fund IV, LP: total value $400K; purchased 5/9/24, 8/13/24, 10/3/24 (Danmar Captal, KV) · over $1,000,000 · LLC Member

H &S Georgia, L.P. Partnership

investment in amusement parks · limited partner

Value over $1,000,000 · gross income over $100,000

Sources of $10,000+: Six Flags Fund Ltd. (L.P.)

Holds: none in California (none in California) · over $1,000,000 · limited partner

H and S New Mountain III, L.P. Partnership · from the PDF

Investment Fund · Investor

Value $10,001–$100,000 · gross income $0–$499

Holds: New Mountain Partners · $10,001–$100,000 · Partnership

H and S New Mountain V L.P. Partnership · from the PDF

Investment Fund · Investor

Value over $1,000,000 · gross income over $100,000

Holds: New Mountain Partners (787 Seventh Avenue, 49th Floor, NY, NY 10019) · over $1,000,000 · Partnership

H and S New Mountain VI, LP Partnership · from the PDF

Investment Partnership · investor

Value over $1,000,000 · gross income $0–$499

Holds: New Mountain Partners (787 Seventh Avenue, 49th Floor, NY, NY 10019) · over $1,000,000 · investor

Valerie Salkin 1987 Trust trust

Value — · gross income over $100,000

Sources of $10,000+: Six Flags Fund Ltd. (L.P.); H and S New Mountain VI

Holds: none reportable (Six Flags, Georgia; Austell, GA) · over $1,000,000 · Partnership

Valerie Salkin 2001 Unitrust trust · from the PDF

Value — · gross income over $100,000

Holds: none required to be reported (not applicable-interest and mutual fund reinvestme) · over $1,000,000 · beneficiary

Valerie Salkin 2012 Trust trust · from the PDF

Value — · gross income $0–$499

Holds: Danmar, KV (referenced in Schedule A2) (Danmar Capital, KV located at 709 Walden Drive,) · over $1,000,000 · LLC

Schedule B · Real property 5

PropertyValueRental income
2276-028-024, Los Angeles, CA
Ownership/Deed of Trust
over $1,000,000over $100,000
James Mordue
El Dorado Estates, LLC, 4525 West Twain Avenue, Las Vegas, NV 891
LLC member
$100,001–$1,000,000$1,001–$10,000
Harbor City Estates, 760 West Lomita Blvd., Harbor City, CA 90007
limited partner
$100,001–$1,000,000$10,001–$100,000
Six Flags Fund/Six Flags Georgia II, LP, Six Flags, Georgia, Austell, Georgia
limited partner
over $1,000,000over $100,000
Six Flags, Whitewater, Marietta, Georgia
limited partner
over $1,000,000over $100,000

Schedule C · Income and business positions 6

SourceIncome
Gerber and Company/RVW Investments
investment in Texas real estate · investor · 1880 Century Park East, #200, LA, CA 90067
$10,001–$100,000
Other: investment income from Texas real estat
H &S Georgia, L.P.
amusement parks · investor
over $100,000
Other: investment income
H &S New Mountain III
private equity · investor
$10,001–$100,000
Other: investment income; partnership dissolvin
Oro Investments
investments in TX, NV, and FL real estate · investor · 11766 Wilshire Blvd. #325, LA, CA 90025
$10,001–$100,000
Other: Return on investment
Six Flags Fund Ltd. (L.P.)
amusement parks · limited partner
over $100,000
Other: investment income
Valerie Salkin 1987 Trust
beneficiary
over $100,000
Other: trust distribution

Schedule D · Gifts 2

FromGiftsTotal
Amad Harasis
17127 Rinaldi Street, Granada Hills 91344
2024-11-22 · Godiva chocolate · $50
$50
Milena Apresyan
7558 Belmar Ave. reseda, CA 91335
2024-11-20 · candy · $40
$40

The filer's comments

A-1 .

A-2 Partnership is winding down/expected to dissolve in 202

Where the portal and the PDF differ

The FPPC's structured data and our reading of the PDF disagree on these. The page shows the portal's version; the PDF is the filed original.

WherePortalPDF
Businesses & trusts · interest.names ["Danmar, KV is a Delaware LLC. It contains funds from the Valerie Salkin 2012 Trust. It does not hold real estate. The Trust holds a minority ownership in Danmar, KV. I have no authority to select, purchase, manage, or sell any investments, stocks, or companies in which Danmar, KV has an interest. Stocks owned by Danmar KV are listed, below. Most are not publicly traded. I receive no income from Danmar; all proceeds are reinvested in the companies referenced below.","Airway Therapeutics; FMV over $100,000","Cart.com (fka Amify, Inc.); FMV $15,000;","Brius Technologies, Inc. Purchased 5-23-24 $100,000 ","Chevron Corp; FMV over $100,000","Cincinnati Cornerstone Investors BWV I, LLC (Bluewater Vaccines); Sold at a loss for $36,000 6/30/24","Cincinnati Cornerstone EL 3 (Enable Injections); FMV $33,000","Genetesis, Inc.; FMV $90,000","Intel; FMV $120,000","Lisner, Inc.; FMV $80,000","Losant IoT, Inc.; FMV $16,000","Mercury Fund Ventures III, LP; FMV over $100,000","Mercury Fund Ventures IV, LP; FMV $200,000 ","Jupiter Endovascular (part of Neptune Medical, Inc).; FMV $30,000","Northcreek Mezzanine Fund 2, LP; FMV over $100,000","Northcreek Mezzanine Fund III, LP; FMV over $500,000","Ironclad; FMV $13,000","Philip Morris; FMV $300,000","Podimetrics; FMV $38,000","Procyrion, Inc.; FMV $140,000","Scientific Health Development Fund 3, Ltd.; FMV $45,000","SMART Medical Systems; FMV $80,000","StoreOne Ltd. (Israeli corp.) FMV $85,000","Structural Capital Investments III, LP (Debt Fund); FMV $400,000","Structural Capital Investments IV, LP (Debt Fund); FMV $300,000","Toronto Dominion Bank $130K FMV","Viking Partners Fund 5Q Total FMV $150K","Vurvey Labs (formerly known and reported as Batterii) FMV $3500 or less","Mercury Fund V, LP--FMV $300,000","MF Invesco, LLC investment in Mills Fence, Cincinnati, OH) FMV $250,000","Mercury Affiliates XV, LLC--FMV $32,000 in Spruce Services \"getspruce.com\"","Bank of Nova Scotia (BNS) FMV $135,000","Mercury Affiliates XXI, LLC--$65,000 invested into Graylong Software","Olympus Santa Rosa Investors, LLC--$250,000; (Olympus owns Florida property)","Rivermark Medical, Inc. purchased 9-30-24 $100,000","NG Companies, Inc. purchased 10-3-24 $250,000","Northcreek Mezzanine Fund IV, LP: total value $400K; purchased 5/9/24, 8/13/24, 10/3/24"]["Danmar, KV is a Delaware LLC. It contains funds from the Valerie Salkin 2012 Trust. It does not hold real estate. The Trust holds a minority ownership in Danmar, KV. I have no authority to select, purchase, manage, or sell any","investments, stocks, or companies in which Danmar, KV has an interest. Stocks owned by Danmar KV are listed,","below. Most are not publicly traded. I receive no income from Danmar; all proceeds are reinvested in the companies referenced below.","Airway Therapeutics; FMV over $100,000","Cart.com (fka Amify, Inc.); FMV $15,000;","Brius Technologies, Inc. Purchased 5-23-24 $100,000","Chevron Corp; FMV over $100,000","Cincinnati Cornerstone Investors BWV I, LLC (Bluewater Vaccines); Sold at a loss for $36,000 6/30/24","Cincinnati Cornerstone EL 3 (Enable Injections); FMV $33,000","Genetesis, Inc.; FMV $90,000","Intel; FMV $120,000","Lisner, Inc.; FMV $80,000","Losant IoT, Inc.; FMV $16,000","Mercury Fund Ventures III, LP; FMV over $100,000","Mercury Fund Ventures IV, LP; FMV $200,000","Jupiter Endovascular (part of Neptune Medical, Inc).; FMV $30,000","Northcreek Mezzanine Fund 2, LP; FMV over $100,000","Northcreek Mezzanine Fund III, LP; FMV over $500,000","Ironclad; FMV $13,000","Philip Morris; FMV $300,000","Podimetrics; FMV $38,000","Procyrion, Inc.; FMV $140,000","Scientific Health Development Fund 3, Ltd.; FMV $45,000","SMART Medical Systems; FMV $80,000","StoreOne Ltd. (Israeli corp.) FMV $85,000","Structural Capital Investments III, LP (Debt Fund); FMV $400,000","Structural Capital Investments IV, LP (Debt Fund); FMV $300,000","Toronto Dominion Bank $130K FMV","Viking Partners Fund 5Q Total FMV $150K","Vurvey Labs (formerly known and reported as Batterii) FMV $3500 or less","Mercury Fund V, LP--FMV $300,000","MF Invesco, LLC investment in Mills Fence, Cincinnati, OH) FMV $250,000","Mercury Affiliates XV, LLC--FMV $32,000 in Spruce Services \"getspruce.com\"","Bank of Nova Scotia (BNS) FMV $135,000","Mercury Affiliates XXI, LLC--$65,000 invested into Graylong Software","Olympus Santa Rosa Investors, LLC--$250,000; (Olympus owns Florida property)","Rivermark Medical, Inc. purchased 9-30-24 $100,000","NG Companies, Inc. purchased 10-3-24 $250,000","Northcreek Mezzanine Fund IV, LP: total value $400K; purchased 5/9/24, 8/13/24, 10/3/24"]