Max Yoeli
Senior Advisor (Departed Administration)
Estimated Net Worth
  • estimated net worth
    $4.9 M - $13.5 M
Salary
  • salary
    Unknown
Employment
  • Departed 03/26/2024
Departed Administration
  • Yes

Financial Disclosure Details - OGE Form 278e (06/23/2023)

Positions Held Outside United States Government

#
Organization
City
Position
To
1
Lindsay Goldberg LLC
New York, New York
Policy Advisor and Speechwriter
1/2022

Employment Assets & Income and Retirement Accounts

#
Description
Value
Income Type
Income Amount
1
Lindsay Goldberg LLC
Salary for final partial pay period.
$750
2
Lindsay Goldberg LLC
Bonus
$46,590
3
Roth IRA
3.1
US brokerage account Cash
$1,001 - $15,000
None (or less than $201)
3.2
Vanguard Total Stock Market Index Fund ETF Class Shares (VTI)
$1,001 - $15,000
None (or less than $201)
4
Lindsay Goldberg Employee Co-Invest IV
$100,001 - $250,000
Capital Gains Dividends Interest
$15,001 - $50,000
4.1
Paccor
None (or less than $1,001)
Income below the parent asset level not readily ascertainable.
4.2
Pixelle Specialty Solutions
None (or less than $1,001)
Income below the parent asset level not readily ascertainable.
4.3
Creation Technologies
$15,001 - $50,000
Income below the parent asset level not readily ascertainable.
4.4
Liveo Research
$15,001 - $50,000
Income below the parent asset level not readily ascertainable.

Employment Agreements and Arrangements

#
Employer Or Party
City
Status And Terms
Date
1
Lindsay Goldberg LLC
New York, New York
During the time of my employment at Lindsay Goldberg, I received profit sharing contributions to my Lindsay Goldberg 401(k). Having worked a full calendar year for 2021, I received the profit sharing contribution earned during 2021 when it was distributed in early 2022.
9/2018

Sources of Compensation Exceeding $5,000 in a Year

#
Source
City
Duties
Nothing reported in this section

Spouse's Employment Assets & Income and Retirement Accounts

#
Description
Value
Type
Amount
1
Museum of Fine Arts, Boston
Salary
2
Museum of Fine Arts, Boston 403(b)
2.1
Fidelity 500 Index Fund (FXAIX)
$1,001 - $15,000
None (or less than $201)
2.2
Fidelity Extended Market Index Fund (FSMAX)
$1,001 - $15,000
None (or less than $201)
2.3
Fidelity International Index Fund (FSPSX)
$1,001 - $15,000
None (or less than $201)
2.4
Fidelity US Bond Index Fund (FXNAX)
$1,001 - $15,000
None (or less than $201)

Other Assets and Income

#
Description
Value
Type
Amount
1
Residential Real Estate - London, UK
$1,000,001 - $5,000,000
Rent or Royalties
$50,001 - $100,000
2
Commercial real estate - BHM 3 - London, UK
$500,001 - $1,000,000
Rent or Royalties
$15,001 - $50,000
3
Commercial real estate - BHM 4 - Faversham, UK
$15,001 - $50,000
Rent or Royalties
$2,501 - $5,000
4
Commercial real estate - BHM 5 - London, UK
$100,001 - $250,000
Rent or Royalties
$5,001 - $15,000
5
Commercial real estate - BHM 6 - London, UK
None (or less than $1,001)
Capital Gains Rent or Royalties
$50,001 - $100,000
6
Commercial real estate - BHM 7 - Leeds, UK
$500,001 - $1,000,000
Rent or Royalties
$5,001 - $15,000
7
Commercial real estate - BHM 10 - Bromley, UK
$500,001 - $1,000,000
Rent or Royalties
$1,001 - $2,500
8
Commercial real estate - BHM 16 - Marlow, UK
$500,001 - $1,000,000
Rent or Royalties
$50,001 - $100,000
9
Commercial real estate - BHM 17 - Lincoln, UK
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000
10
Commercial real estate - BHM 18 - Chester, UK
$250,001 - $500,000
Rent or Royalties
$15,001 - $50,000

Transactions

#
Description
Type
Date
Amount
1
Commercial Real Estate (Manchester, UK), BHM 1
Sale
03/31/2022
$100,001 - $250,000
2
Commercial Real Estate, (London, UK) BHM 6
Sale
01/31/2022
$100,001 - $250,000
3
Fidelity Flex 500 Index Fund (FDFIX)
Purchase
03/23/2022
$1,001 - $15,000
4
Fidelity Total International Index Fund (FTIHX)
Purchase
03/23/2022
$1,001 - $15,000
5
Fidelity US Bond Index Fund (FXNAX)
Purchase
03/23/2022
$1,001 - $15,000
6
Fidelity Flex 500 Index Fund (FDFIX)
Sale
06/23/2022
$50,001 - $100,000
7
Fidelity Small Cap Index Fund (FSSNX)
Sale
06/23/2022
$1,001 - $15,000
8
Fidelity Total International Index Fund (FTIHX)
Sale
06/23/2022
$15,001 - $50,000
9
Fidelity US Bond Index Fund (FXNAX)
Sale
06/23/2022
$15,001 - $50,000
10
iShares Core S&P 500 ETF (IVV)
Purchase
02/09/2022
$15,001 - $50,000

Liabilities

#
Creditor
Amount
Incurred
Term
Nothing reported in this section

Gifts and Travel Reimbursements

#
Source Name
City
Description
Value
Nothing reported in this section

Endnotes

Section
#
Description
6
17
Represents aggregat evalue - across joint & individual accounts
6
18
Represents aggregat evalue - across joint & individual accounts
6
19
Represents aggregat evalue - across joint & individual accounts
6
20
Represents aggregat evalue - across joint & individual accounts
6
21
Represents aggregat evalue - across joint & individual accounts
6
22
Represents aggregat evalue - across joint & individual accounts
6
23
Represents aggregat evalue - across joint & individual accounts
6
24
Represents aggregat evalue - across joint & individual accounts
6
25
Represents aggregat evalue - across joint & individual accounts
6
26
Represents aggregat evalue - across joint & individual accounts

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