Carried Interest
Report an arrangement for carried interest in Part 3. In addition, report carried interest in Part 2 (see Part 2 of this guide for details).
The term “carried interest” may have different meanings. Consult our definition of “carried interest” to see how we use this term for purposes of executive branch financial disclosure.
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Employer or Party
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City/State
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Status and Terms
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Date
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Crocus Partners II, LP
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Rochester, NY
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Pursuant to my contract, I retain carried interest in Crocus Partners II, LP, as compensation for services provided in 2014 - 2016. The percentage was fixed in March 2014. Payment will be made if and when the fund profits from its investments.
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3/2014
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For You
Part 3
Report any arrangement to receive carried interest. In addition, if you are an Annual or Termination filer, report any arrangement to receive carried interest that you had at any point during the reporting period.
Employer or Party: Provide the name of the entity with which you have the carried interest.
City/State: Provide the city and state in which the entity is located.
Status and Terms: Describe the arrangement regarding your carried interest, including whether the percentage interest has been fixed.
Date: Provide the month and year in which you became covered by the arrangement that provides for the payment of carried interest.
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