Andre Birotte jr

2015Annual

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What was filed

  • 154

    investments

  • 0

    positions

  • 0

    gifts

  • 0

    agreements

  • 0

    debts

  • 0

    reimbursements

  • 0

    income

  • 1

    spouse income

Named parties

  • Consulting Fees from Rehabilitation Centers in Los Angeles County

As filed

American Funds/EuroPacific Growth Fund — Int/Div

Ameridcan Funds Growth Fund of America — Int/Div

American Funds Investment Company of America — Int/Div

AT&T — Int/Div

Columbia Mid Cap Growth Fund — Int/Div

Columbia Small Cap Growth Fund — Int/Div

Fidelity Prime Capital Reserves — Int/Div

Franklin Small Cap Value Fund — Int/Div

Heartland Select Value Fund — Int/Div

iShares russell 1000 Value Index Fund — Int/Div

iShares russell 2000 Value Index Fund — Int/Div

iShares S&P Mid Cap 400 Growth ETF — Int/Div

iShares S&P Mid Cap 400 Value ETF — Int/Div

iShares S&P Small Cap 400 Growth ETF — Int/Div

Janus Fund — Int/Div

Lazard Emerging Markets Equity Portfolio — Int/Div

SPDR S&P S00 ETF Trust — Int/Div

Vanguard 500 Index Fund — Int/Div

Vanguard Growth Index Fund — Int/Div

Vanguard Total International Index Fund — Int/Div

iShares MSC EAFE ETF — Int/Div

PRIME FUND CAPITAL RESERVES CLASS — Int/Div

Estate #1

Rental Property (Newark, NJ) — Rent

PRIME FUND CAPITAL RESERVES CLASS

FAIR HAVEN BORO NJ SCH DIST REF SCH BDS 04 000000 07/1572016 SER. 200

FORT LEE NJ GEN IMPT REF BDS SER. O4 00000°6 02/15/2016 201)

FREEHOLD TWP NJ GO REF BDS SER. 2000 04 0000006 (09/1572016

HAWORTH BORO N J GEN IMPT BDS O02 000000 12/15/2018

MEDFORD TWP NJ BRD ED REF BDS SER. 2006 04 SOON" 03012016

MONTCLAIR TWP NJ SCH BDS SER 2006 04 5000006 010172024

OCEAN CNTY NJ GO REF BDS SER 2010 04 00000°6 OX0172017

RINGWOOD N J BRD ED SCH BDS SER. 2011 02 500000 09/01/2016

RUTGERS ST UNIV N 1 GO BDS SER 2000F 05 000000 05012016

SAYREVILLE NJ GEN IMPT BDS SER 2011 02 000000 12012016

SOUTH PLAINFIELD NJ SCH DIST REF SCH BDS 05000000 07/152016 SER. 20

SUSSEX ONTY NJ COUNTY COLLEGE BDS 02.00000% 01/15/2016 SER. 2012

WEST WINDSOR TWP NJ GEN IMPT BDS SER. 03 .50000% 1 1/01/2016 2007

Trust #1 — Int/Div

POWERSHARES DB COMMODITY INDEX TRACKING FD UNIT BEN INT

ISHARES JP MORGAN USD FMERGING MARKETS BOND ETF

ISHARES CORE S&P SOD ETF

ISHARES TIPS BOND ETF

FIDELITY ADVISOR NEW INSIGHTS CL

ARTISAN INTERNATL INVESTOR CLASS

FPA CRESCENT FUND

LORD ABBETT INTERNAT OPPORTUNITIES FD F

MAINSTAY HIGH YIELD OPPORTUNITIES CL)

VIRTUS GLOBAL REAL ESTATE SECURITIES

CALIFORNIA ST GO BDS 05.00% 030172017

CALIFORNIA ST GO REFUNDING BDS SER. 05 00000% 080172016 2007

CALIFORNIA ST GO BDS SER. A O85 000000: 4012016

CALIFORNIA ST GO BDS 04.00000% 12012016

CALIFORNIA ST VAR PURP GO AND GO REF 05 000000 09/012016 BDS

CALIFORNIA ST GO BDS 02.00000% 02012018

CALIFORNIA ST VARIOUS PURP GO REF 05.000% 02/01/2017 BDS SER. 2012

UNIVERSITY CALIF REVS REV BDS SER. 04.00% 05/15/2016 20090

Trust #2 — Int/Div

PRIME FUND CAPITAL RESERVES CLASS

ISHARES MSCI EMERGING MARKETS ETF

ISHARES MSCI EAFE ETF

ISHARES CORE S&P SOO ETF

ISHARES TIPS BOND ETF

VANGUARD INDEX TR VANGUARD EXTENDED MARKET VIPERS

ARTISAN INTERNATL INVESTOR CLASS

FRANKLIN K2 ALTERNAT STRATEGIES ADV

LORD ABBETT INTERNAT OPPORTUNITIES FD F

OPPENHEIMER DEV MARKETS FD CLASS Y

TCW EMERGING MKTS INCOME CL 1

DEUTSCHE GLOBAL INFRASTRU FD INST

AMERICAN WASHINGTON MUTUAL INVESTORS F2

CALIFORNIA ST GO BDS 05.00% 12/012018%

CALIFORNIA ST VETERANS GO BDS SER. 02.875% 120012015 CF

MARIN CALIF CMNTY COLLEGE DIST GO BDS 03.00% 08012017SER. B

Trust #3 — Int/Div

PRIME FUND CAPITAL RESERVES CLASS

ISHARES MSC EAFE ETF

METABOLIX INC COM NEW

CELGENE CORP CONTIN VAL RTS EXP 12/31/2030

ARTISAN INTERNATL INVESTOR CLASS

FPA CRESCENT FUND

DEUTSCHE ENHANCED COMMODITY STRATFDS

VIRTUS GLOBAL REAL ESTATE SECURITIES

AMERICAN WASHINGTON MUTUAL INVESTORS F2

AMG YACKTMAN FUND SERVICE CLASS

CHERRY HILL TWP NJ GEN IMPT AND SWR 04.0% 050172020 UTIL BDS

FRANKLIN LAKES N J BRD ED SCH REF BDS 04.00% 08/01/2017 SER. 2010

HAMMONTON NJ REF BDS 03 500000 07012017

JACKSON TWP N J SCH DIST SCH GO BDS SER. 04. 500000% 02/01/2016 2006

OCEAN CNTY NJ GEN IMPT BDS SER. 2008 04.0" 08/01/2018

SOUTH BRUNSWICK TWP NJ GO REF BDS SER. 02.0% 01/15.2017 2010

WOODBRIDGE TWP N J GO REF BDS SER. 2014 01.500 02012017

Trust #4 — Int/Div

PRIME FUND CAPITAL RESERVES CLASS

POWERSHARES DB COMMODITY INDEX TRACKING FD UNIT BEN INT

ISHARES CORE S&P 500 ETF

FIDELITY ADVISOR NEW INSIGHTS CL

FRANKLIN K2 ALTERNAT STRATEGIES ADV

GOLDMAN SACHS MULTI MANAGER ALTRNV INSTL

GOLDMAN SACS SMALL MID CAP GROWTH

LORD ABBETT INTERNAT OPPORTUNITIES FD F

MAINSTAY HIGH YIELD OPPORTUNITIES CL

OPPENHEIMER DEV MARKETS FD CLASS Y

TCW EMERGING MKTS INCOME CL 1

DEUTSCHE GLOBAL INFRASTRU FD INST

VIRTUS GLOBAL REAL ESTATE SECURITIES 1

BERGEN CNTY NJ GO BDS SER 209A 03250000 11012018

GLOUCESTER CNTY NJ GO BDS SER. 2000 B 02.75% 10/15/2016

MAPLEWOOD TWP NJ GO GEN IMPT BDS (Md, 125% OR%/152016

SUMMIT NJ GENERAL REF BDS 03.000 050172018

Trust #5 — Int/Div

FIDELITY OH MUNI MONEY MARKET

ISHARES MSC EAFE ETF

ISHARES S&P SOO VALUE ETF

ISHARES CORE S&P SOO ETF

ISHARES S&P S00 GROWTH ETF

ISHARES TIPS BOND ETF

FIDELITY ADVISOR NEW INSIGHTS CL

ARTISAN INTERNATL INVESTOR CLASS

GOLDMAN SACHS MULTI MANAGER ALTRNV INSTL

GOLDMAN SACS SMALL MID CAP GROWTH

MATTHEWS ASIA FOCUS FUND INSTL

DEUTSCHE GLOBAL INFRASTRU FD INST

AMERICAN WASHINGTON MUTUAL INVESTORS F2

CONNECTICUT ST GO REF BDS SER. 20014C 03.00% 12/15/2018

CONNECTICUT ST GO REF BDS SER. 2004C 02.500 12/152019

HASBROUCK HEIGHTS N J BRD ED SCH DIST 02.0% 08/152016 SCH BDS

MARYLAND ST GO BDS SECOND SERIES A 05.0% 080122016

NORWALK CONN REF BDS SER 20000 04.0% 07/012023

SOMERS CONN GO REF BDS SER 2002 02.0006 080172022

Trust 46 — Int/Div

PRIME FUND CAPITAL RESERVES CLASS

POWERSHARES DB COMMODITY INDEX TRACKING FD UNIT BEN INT

ISHARES CORE S&P S00 ETF

ISHARES TIPS BOND ETF

FRANKLIN K2 ALTERNA STRATEGIES ADV

FPA CRESCENT FUND

GOLDMAN SACS SMALL! MID CAP GROWTH

LORD ABBETT INTERNAT OPPORTUNITIES FD F

MAINSTAY HIGH YIELD OPPORTUNITIES CL)

OPPENHEIMER DEV MARKETS FD CLASS Y

TCW EMERGING MKTS INCOME CL 1

VIRTUS GLOBAL REAL ESTATE SECURITIES

GEORGIA ST GO BDS SER. 2007G 05.0% 12012017

MAINE MUN BD BK REF BK BD SER. 2010C 04.0% 110122017

NEW YORK NY GO BDS FISCAL 2008 SER. G 04.07 080172019

VERMONT MUN BD BK REV BDS 2011 SERIES 03.00% 120120196

WESTPORT CONN GO REF BDS SER. 2006 05.0% 02/01/2018

FEDERAL FARM CR BKS CONS BD 4.375% 0RN052019

FEDERAL FARM CR BKS CONS BD 3.680% 01/12/2016

FEDERAL HOME LOAN BANKS 1.7500 09/1 172015 CONS BD

FEDERAL HOME LOAN BANKS 1.00000" 1 1672017 CONS BD

FEDERAL HOME LOAN BANKS 1.53000 1172172019 CONS BD

FEDERAL HOME LOAN BANKS 1.38500 12/192019 CONS BD

Spouse's income — 2015 — Consulting Fees from Rehabilitation Centers in Los Angeles County

This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.

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Andre Birotte jr | Frix