Equity value $73,812,429
Exposure value $84,376,649
Entities & investments 12
Levels 5 100.000% 12.582% 1.273% 5.455% 22.400% 18.014% 3.312% 62.500% 14.851% 1.319% 8.750% 100.000% 10.487% 2.100% 100.000% 0.920% Cathie Roberts Profile · Private Client Equity $73,812,429 Exposure $84,376,649 Cathie Roberts Revocable Trust Trust · California Equity $46,574,299 Exposure $53,029,598 Golden Gate Investments Entity · Delaware LLC Equity $6,405,563 Exposure $11,705,374 Pearl Street Investments, LP Investment · Delaware LP Equity $253,998 Exposure $309,878 The 2009 Pearl Family Partnership Entity · Texas LP Equity $420,363 Exposure $486,640 Harbor Point Real Estate Fund II Investment · Cayman LP Equity $2,265,968 Exposure $6,482,788 Briarcliff Management Services Entity · New York LLC Equity $5,148,401 Exposure $5,148,401 Pearl Street Investments, LP Investment · Delaware LP Equity $5,252,219 Exposure $6,407,708 Roberts Family Trust Trust · Delaware Equity $23,825,250 Exposure $27,482,405 The 2009 Pearl Family Partnership Entity · Texas LP Equity $5,684,801 Exposure $6,581,111 Pearl Street Investments, LP Investment · Delaware LP Equity $194,148 Exposure $236,861 Meridian Credit Opportunities Investment · Cayman LP Equity $1,139,466 Exposure $1,538,279 Roberts GST Trust Trust · Delaware Equity $8,781,250 Exposure $11,542,095 Golden Gate Investments Entity · Delaware LLC Equity $3,336,867 Exposure $6,097,712 Northgate Venture Partners IV Investment · Delaware LP Equity $4,078,594 Exposure $4,078,594 Cathie Roberts IRA Account · Custodial Equity $3,412,880 Exposure $3,864,646 Meridian Credit Opportunities Investment · Cayman LP Equity $1,290,760 Exposure $1,742,526 Equity value is the profile's look-through share of each entity's net assets. Exposure value is the same share of gross assets, including leverage carried by underlying holdings. Line weight reflects the direct ownership percentage. Drag the canvas to pan.