Council File Number Reappointment of Jaime L. Lee to the Los Angeles City Employees Retirement System Board
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1 vyj*. 1.4 Jf Los Angeles City Ethics Commission June 8, 2017 The Honorable City Council do Holly Wolcott, City Clerk 200 North Spring Street City Hall - 3rd Floor Los Angeles CA Re: Council File Number Reappointment of Jaime L. Lee to the Los Angeles City Employees Retirement System Board Dear Councilmembers: FOR COUNCIL CONSIDERATION Jaime L. Lee was reappointed by the Mayor to the Los Angeles City Employees Retirement System Board on May 17, The Ethics Commission received Ms. Lee s complete pre-confirmation financial disclosure statement on June 5, In compliance with Los Angeles Municipal Code , a copy of Ms. Lee s financial disclosure statement is enclosed. If you have questions, please feel free to contact me at (213) Sincerely, Enclosures: Form Form 60 Alexandria Latragna Ethics Program Manager cc: Mayor Eric Garcetti 200 North Spring Street, Suite 2410 Los Angeles CA phone (213) fax (213) * ethics.lacity.org
2 A PUBLIC DOCUMENT Please type or print in ink. STATEMENT OF ECONOMIC INTERESTS COVER PAGE Date Initial Filing Received Official Use Only Filed Date: 06/05/ :08 PM SAN: STH-0006 NAME OF FILER (LAST) Lee (FIRST) Jaime (MIDDLE) L. 1. Office, Agency, or Court Agency (Do not use acronyms) LACERS Division, Board, Department, District, if applicable Your Position If filing for multiple positions, list below or on an attachment. (Do not use acronyms) Members, Board of Administration Agency: Position: 2. Jurisdiction of Office (Check at least one box) State Multi-County X City of Los Angeles Judge or Court Commissioner (Statewide Jurisdiction) County of 3. Type of Statement (Check at least one box) Annual: The period covered is January 1, 2016, through December 31, The period covered is December 31, Assuming Office: Date assumed J. J. through J / Leaving Office: Date Left () O The period covered is January 1, 2016, through the date of 05/17/2017 [x] Candidate: Election year and office sought, if different than Part 1: O The period covered is the date of leaving office. J / J / through 4. Schedule Summary (must complete) Total number of pages including this cover page: Schedules attached 8 Schedule A-1 - Investments - schedule attached [x[ Schedule A-2 - Investments - schedule attached Schedule B - Real Property - schedule attached -or- leaving office. -or- -or- None - No reportable interests on any schedule x Schedule C - Income, Loans, & Business Positions - schedule attached Schedule D - Income - Gifts - schedule attached Schedule E - Income - Gifts - Travel Payments - schedule attached 5. Verification MAILING ADDRESS STREET CITY STATE ZIP CODE (Business or Agency Address Recommended - Public Document) DAYTIME TELEPHONE NUMBER ADDRESS ( ) I have used all reasonable diligence in preparing this statement. I have reviewed this statement and to the best of my knowledge the information contained herein and in any attached schedules is true and complete. I acknowledge this is a public document. I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct. Date Signed 06/05/ :08 PM Signature Electronic Submission (month, day, year) (File the originally signed statement with your filing official.) FPPC Form (2016/2017)
3 SCHEDULE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) August Investment Group, LP Hailon, LP Wilshire Blvd. # LA, CA Wilshire Blvd. # LA, CA Trust, go to 2 X Business Entity, complete the box, then go to 2 Trust, go to 2 X Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS real estate investment GENERAL DESCRIPTION OF THIS BuSINESS real estate investment $0 - $1,999 X $100,001 - $1,000,000 Over $1,000,000 J /_ X $0 - $1,999 Over $1,000,000 / / J /_ limited partner limited partner 2. IDENTIFY The GROSS INCOME RECEIVED (INCLuDE YOuR PRO RATA share of the gross income to the entity/trust) limited partner limited partner 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLuDE YOuR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRuST) $0 - $499 X $1,001 - $10,000 X $0 - $499 X None or s listed below X None or s listed below LEASED BY THE BuSINESS ENTITY OR TRuST box: Wilshire, LLC of Business Entity, if Investment, or real estate investment City or Precise Location of Real Property LEASED By THE BuSINESS ENTITY OR TRuST box: N/A of Business Entity, if Investment, or real estate investment City or Precise Location of Real Property X $100,001 - $1,000,000 Over $1,000,000 u /_ X $2,000 - $10,000 Over $1,000,000 / / u /_ Property Ownership/Deed of Trust I Stock X Partnership Property Ownership/Deed of Trust Stock X Partnership Leasehold Leasehold Check box if additional schedules reporting investments or real property Check box if additional schedules reporting investments or real property Comments: FPPC Form (2016/2017) Sch. A-2
4 SCHEDuLE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) Lexstar Holdings, LLC Palistar, Inc. Wilshire Blvd. # Los Angeles, CA Los Angeles, CA Trust, go to 2 X Business Entity, complete the box, then go to 2 Trust, go to 2 X Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Real Estate Investment GENERAL DESCRIPTION OF THIS BUSINESS Real Estate Brokerage $0 - $1,999 J /_ $0 - $1,999 / / J /_ 25% Owner LLC President, Owner S-Corporation 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLuDE YOuR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRuST) 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLuDE YOuR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRuST) $0 - $499 X $10,001 - $100,000 $0 - $499 X OVER $100,000 None or X s listed below None or X s listed below 9800 La Cienega, LLC; 3055 Wilshire, LLC; Wilshire Center, Inc; Goldwell Center, LLC; Jamison CMC Holdings, LLC Jamison Realty, Inc. LEASED BY THE BuSINESS ENTITY OR TRuST box: SEE ATTACHED of Business Entity, if Investment, or Please see attached City or Precise Location of Real Property LEASED BY THE BuSINESS ENTITY OR TRuST box: SEE ATTACHED of Business Entity, if Investment, or Real estate brokerage and investment City or Precise Location of Real Property X Property Ownership/Deed of Trust u /_ / / u /_ I Stock Partnership X Property Ownership/Deed of Trust Stock Partnership Leasehold Leasehold X Check box if additional schedules reporting investments or real property X Check box if additional schedules reporting investments or real property Comments: FPPC Form (2016/2017) Sch. A-2
5 SCHEDuLE A-2 Investments, Income, and Assets of Business Entities/Trusts (Ownership Interest is 10% or Greater) Semperance Holdings, LLC Trust, go to 2 Star Holdings, LP Los Angeles, CA Wilshire Blvd. # Los Angeles, CA X Business Entity, complete the box, then go to 2 Trust, go to 2 X Business Entity, complete the box, then go to 2 GENERAL DESCRIPTION OF THIS BUSINESS Real Estate Investment GENERAL DESCRIPTION OF THIS BUSINESS Real Estate Investment $0 - $1,999 J /_ $0 - $1,999 / / J /_ Owner LLC 20% Owner LP 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLuDE YOuR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRuST) 2. IDENTIFY THE GROSS INCOME RECEIVED (INCLuDE YOuR PRO RATA SHARE OF THE GROSS INCOME TO THE ENTITY/TRuST) $0 - $499 X $10,001 - $100,000 $0 - $499 X $10,001 - $100,000 None or X s listed below None or X s listed below Jamison CMC Holdings, LLC iwilshire, LLC; Jamison Ventura, LP LEASED BY THE BuSINESS ENTITY OR TRuST box: SEE ATTACHED of Business Entity, if Investment, or Real estate holding company City or Precise Location of Real Property LEASED BY THE BuSINESS ENTITY OR TRuST box: SEE ATTACHED of Business Entity, if Investment, or Please see attached City or Precise Location of Real Property X Property Ownership/Deed of Trust u /_ / / u /_ I Stock Partnership X Property Ownership/Deed of Trust Stock Partnership Leasehold Leasehold X Check box if additional schedules reporting investments or real property X Check box if additional schedules reporting investments or real property Comments: FPPC Form (2016/2017) Sch. A-2
6 SCHEDULE A-2 Attachment BUSINESS ENTITY OR TRUST : Lexstar Holdings, LLC s of Business Entities, if Investments, or Assessor's Parcel Numbers or Street Addresses of Real Properties Jamison CMC Holdings, LLC 9800 La Cienega, LLC Dallas Twin Towers, LLC Plano Atrium, LLC Goldwell Center, LLC 1501 Shatto, LLC Jamison 1300 Mockingbird, LP Airport Holdings, LP 10 Ventura, LLC 3055 Wilshire, LLC 811 Wilshire, LLC Gardena Prof Medical Plaza, LP 555 Ocean, LP Central Plaza, LLC 600 Hobart, LLC Wilshire Center, Inc. Fig South Partners, LLC 600 Commonwealth, LP BUSINESS ENTITY OR TRUST : Palistar, Inc. s of Business Entities, if Investments, or Assessor's Parcel Numbers or Street Addresses of Real Properties Santa Fe, LLC Central Plaza, LLC Chamber Building, LP West Anaheim Meidcal Office Building, LLC
7 SCHEDULE A-2 Attachment BUSINESS ENTITY OR TRUST : Semperance Holdings, LLC s of Business Entities, if Investments, or Assessor's Parcel Numbers or Street Addresses of Real Properties Jamison CMC Holdings, LLC Jamison California Market Center, LP BUSINESS ENTITY OR TRUST : Star Holdings, LP s of Business Entities, if Investments, or Assessor's Parcel Numbers or Street Addresses of Real Properties Siena Golf Course, LLC Wilshire, LLC Cypress City Center, LLC Newport2, LLC Glenoaks, LLC Marin Corporate Center, LLC Redondo, LP Grand Avenue Plaza Properties, LLC Corporate Center, LP Jamison Ventura, LLC Goldwell Center, LLC ^ Wilshire, LLC Hawthorne, LLC Prairie, LLC Executive Complex, LP
8 SCHEDULE C Income, Loans, & Business Positions ( than Gifts and Travel Payments) 1. INCOME Received NAME OF SOURCE OF INCOME CMC Mangement Group, Inc. E 9th St #A727 Los Angeles, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE Wholesale Fashion Mart President 1. INCOME received NAME OF SOURCE OF INCOME Jamison Services, Inc. Wilshire Blvd. # Los Angeles, CA BUSINESS ACTIVITY, IF ANY, OF SOURCE Real Estate Mangement Executive Vice President GROSS INCOME RECEIVED No Income - Business Position Only GROSS INCOME RECEIVED No Income - Business Position Only g $10,001 - $100,000 g $10,001 - $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED g Salary Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) I I Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) CONSIDERATION FOR WHICH INCOME WAS RECEIVED g Salary Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) I I Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Sale of (Real property, car, boat, etc.) Loan repayment Loan repayment (Real property, car, boat, etc.) Commission or Rental Income, list each source of $10,000 or more Commission or Rental Income, list each source of $10,000 or more 2. LOANS RECEIVED OR OuTSTANDING DuRING The REPORTING PERIOD * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF LENDER* INTEREST RATE TERM (Months/Years) BUSINESS ACTIVITY, IF ANY, OF LENDER % None SECURITY FOR LOAN None Personal residence HIGHEST BALANCE DURING REPORTING PERIOD Real Property Guarantor Street address City Comments: FPPC Form (2016/2017) Sch. C
9 schedule c Income, Loans, & Business Positions ( than Gifts and Travel Payments) 1. INCOME RECEIVED NAME OF SOURCE OF INCOME Palistar, Inc. Wilshire Blvd. #, LA CA BUSINESS ACTIVITY, IF ANY, OF SOURCE real estate brokerage president 1. INCOME RECEIVED NAME OF SOURCE OF INCOME BUSINESS ACTIVITY, IF ANY, OF SOURCE GROSS INCOME RECEIVED No Income - Business Position Only GROSS INCOME RECEIVED No Income - Business Position Only g $10,001 - $100,000 CONSIDERATION FOR WHICH INCOME WAS RECEIVED g Salary Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) I I Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) CONSIDERATION FOR WHICH INCOME WAS RECEIVED Salary Spouse's or registered domestic partner's income (For self-employed use Schedule A-2.) I I Partnership (Less than 10% ownership. For 10% or greater use Schedule A-2.) Sale of Sale of (Real property, car, boat, etc.) Loan repayment Loan repayment (Real property, car, boat, etc.) Commission or Rental Income, list each source of $10,000 or more Commission or Rental Income, list each source of $10,000 or more 2. LOANS RECEIVED OR OuTSTANDING DuRING THE REPORTING PERIOD * You are not required to report loans from commercial lending institutions, or any indebtedness created as part of a retail installment or credit card transaction, made in the lender's regular course of business on terms available to members of the public without regard to your official status. Personal loans and loans received not in a lender's regular course of business must be disclosed as follows: NAME OF LENDER* INTEREST RATE TERM (Months/Years) BUSINESS ACTIVITY, IF ANY, OF LENDER % None SECURITY FOR LOAN None Personal residence HIGHEST BALANCE DURING REPORTING PERIOD Real Property Guarantor Street address City Comments: FPPC Form (2016/2017) Sch. C
10 FTH ICS COMMISSION _ n'tt 1 II HJI tu 11- Ethics Commission 200 N Spring Street City Hall 24th Floor Los Angeles, CA (213) ethics.lacity.org Filed Date: 06/05/ :09 PM SAN: STH-0006 Restricted Source Financial Disclosure Statement Form 60 Elected City officials, general managers and chief administrative officers of City agencies, members of City boards and commissions, and individuals nominated to positions subject to City Council approval must file this form in conjunction with the state Form. Please refer to the attached instructions for additional information. 0 Original Filing Amended Filing (original filed on / /20 ). 1 Total Pages: : (Last, First, Middle) Lee, Jaime L. Agency: LACERS Position: Members, Board of Administration Phone: Type of Statement: Pre-confirmation Date of nomination: Assuming Office IE Annual Leaving Office First day in position: / / 20 Last day in office: _ 05 / / 20 / / 20 through December 31, 20. _/ / 20 I had the following interests associated with restricted sources during this reporting period: 1. REAL PROPERTY section attached. Interests in real property leased from or to, co-owned by, purchased from, or sold to a restricted source. 2. INVESTMENTS section attached. Investments (other than real property) co-owned by, purchased from, or sold to a restricted source. 3. INCOME section attached. Income received from a restricted source. 4. GIFTS section attached. Gifts, cumulatively valued at $50 or more, received from a restricted source. 5. BOARD POSITIONS section attached. Positions held on the board of a restricted source. - Or - 6. NO INTERESTS I had no interests in real property, investments, income, gifts, or board positions associated with restricted sources during this reporting period. Certification I declare under penalty of perjury under the laws of the City of Los Angeles and the state of California that I have read the instructions for this form and the information I have provided is true and complete. 06/05/ :09 PM Electronic Submission Date Signature January 2016 Los Angeles Municipal Code , ,
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