Sreenivas Ramaswamy
Senior Policy Advisor (Departed Administration)
Estimated Net Worth
- $1.0 M - $2.5 M
Salary
- Unknown
Employment
- Started 03/01/2021
Departed Administration
- Yes
Records
Financial Disclosure Details - OGE Form 278e (06/30/2022)
Positions Held Outside United States Government
# | Organization | City | Position | To |
|---|---|---|---|---|
1 | Washington, District of Columbia | Partner | 2/2021 |
Employment Assets & Income and Retirement Accounts
# | Description | Value | Income Type | Income Amount |
|---|---|---|---|---|
1 | McKinsey & Company, deferred compensation: cash receivable | $50,001 - $100,000 | $50,001 - $100,000 | |
1.1 | McKinsey & Company, deferred compensation | $50,001 - $100,000 | Deferred bonus payments for work rendered during full-time employment with McKinsey in prior years. | $97,000 |
2 | McKinsey & Company (Management consulting) share sale proceeds | $100,001 - $250,000 | Gross value of all Partner shares sold upon leaving McKinsey. | $101,000 |
3 | McKinsey & Company (Management consulting) | Salary/Bonus for Jan-Feb 2021 while employed full-time at McKinsey. | $80,000 | |
4 | McKinsey & Company, cash balance pension plan | $100,001 - $250,000 | None (or less than $201) | |
5 | McKinsey & Company 401k | None (or less than $201) | ||
5.1 | Special Situations Fund | $250,001 - $500,000 | None (or less than $201) | |
6 | Fidelity | None (or less than $201) | ||
6.1 | Fidelity International Discovery Fund (FIGRX) | $15,001 - $50,000 | None (or less than $201) | |
6.2 | Fidelity Freedom 2030 Fund (FFFEX) | $100,001 - $250,000 | None (or less than $201) |
Employment Agreements and Arrangements
# | Employer Or Party | City | Status And Terms | Date |
|---|---|---|---|---|
1 | Washington, District of Columbia | Deferred bonus payments for past work. I anticipate receiving this payment at the end of every March and December through March 2024. | 3/2021 | |
2 | Washington, District of Columbia | I will continue to participate in this defined contribution plan. The plan sponsor will not make further contributions after my separation. | 9/2008 | |
3 | Washington, District of Columbia | I will continue to participate in this cash balace pension plan. The plan sponsor will not make further contributions after my separation. | 9/2008 |
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 | RIMO capital fund LP | $50,001 - $100,000 | None (or less than $201) | |
2 | Vanguard 529 plan | $15,001 - $50,000 | None (or less than $201) | |
2.1 | Vanguard 529 Target 30/31 | $15,001 - $50,000 | None (or less than $201) | |
3 | Roth IRA | $50,001 - $100,000 | None (or less than $201) | |
3.1 | Vanguard Energy Inv | $1,001 - $15,000 | None (or less than $201) | |
3.2 | Vanguard FTSE social index inv | $15,001 - $50,000 | None (or less than $201) | |
3.3 | Vanguard small cap growth index inv | $15,001 - $50,000 | None (or less than $201) | |
3.4 | Vanguard target retirement 2040 inv | $1,001 - $15,000 | None (or less than $201) | |
3.5 | Vanguard total intl stock index inv | $1,001 - $15,000 | None (or less than $201) | |
4 | Rollover IRA | $15,001 - $50,000 | None (or less than $201) |
Other Assets and Income
# | Description | Value | Type | Amount |
|---|---|---|---|---|
1 | Bank of America checking account | $100,001 - $250,000 | Interest | $201 - $1,000 |
2 | Citibank checking account | $1,001 - $15,000 | Interest | $201 - $1,000 |
3 | Bank of America checking account (spouse) | $15,001 - $50,000 | Interest | $201 - $1,000 |
4 | Bank of America joint account | $1,001 - $15,000 | Interest | $201 - $1,000 |
5 | Capital One checking account | $1,001 - $15,000 | Interest | $201 - $1,000 |
6 | Senate federal credit union checking account | $1,001 - $15,000 | Interest | $201 - $1,000 |
Transactions
# | Description | Type | Date | Amount |
|---|---|---|---|---|
Nothing reported in this section | ||||
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 |
|---|---|---|
2 | 1 | References deferred compensation that will be paid in installments until 2024. McKinsey & Company has verified that no compensation will come from the representation of clients before Federal agencies or courts. McKinsey & Company has also verified that bonus is paid per written guidelines and standard for the type of position held by the filer. |
2 | 7 | Underlying holdings are not disclosed to filer, per attached documents. |
5 | 1 | Assets not disclosed to investors, per attached letter in documents. |
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