Suzan K. DelBene
Reported holdings, 31 December 2025
From their annual Financial Disclosure, filed 5/14/2026 — 81 assets, about $128.4M at the middle of each value range.
- Residential Real Estate14.0%
- Columbia Pacific Income Fund II12.0%
- Vanguard Institutional 500 Index Trust2.5%
- Caprock PSP V2.3%
- Caprock Real Estate Opportunities I LP2.3%
- Other 76 assets66.4%
By type: Hedge Fund 43% · Mutual Fund 19% · Real Property 14% · Exchange Traded Fund 12% · Government Security 6% · Other 5%
| Asset | Type | Value | Share | Held by |
|---|---|---|---|---|
Residential Real Estatein GRRTS LTD | Real Property | ≈ $18.0M | 14.0% | Joint |
Columbia Pacific Income Fund II | Hedge Fund | ≈ $15.4M | 12.0% | Joint, Self |
Vanguard Institutional 500 Index Trust | Other | ≈ $3.2M | 2.5% | Self, Spouse |
Caprock PSP V | Hedge Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
Caprock Real Estate Opportunities I LP | Hedge Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
CPEFXCascade Private Capital Fund (CPEFX) | Mutual Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
CCLFXCliffwater Corporate Lending Fund Class I (CCLFX) | Mutual Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
CELFXCliffwater Enhanced Lending Fund Class I (CELFX) | Mutual Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
Fid GR Co Pool CL S | Other | $1,000,001 - $5,000,000 | 2.3% | Spouse |
Fortress Credit Realty Income Trust Class B | Hedge Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
IUSGiShares Core S&P U.S. Growth ETF (IUSG) | Exchange Traded Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
IUSViShares Core S&P U.S. Value ETF (IUSV) | Exchange Traded Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
Pacific Co B1 Bond - Villa del Sol | Hedge Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
Pacific West Real Estate Income LLC | Hedge Fund | $1,000,001 - $5,000,000 | 2.3% | Joint |
PFIUXPIMCO Dynamic Bond Fund Class INSTL (PFIUX) | Mutual Fund | $1,000,001 - $5,000,000 | 2.3% | Spouse |
The 15 largest of 81. The filed report lists every one.
The member's own statement of what they, their spouse and dependent children held on 31 December 2025. Values are ranges, so the dollar figure and shares use the middle of each range (the floor of an open-ended one), and an asset held in several accounts is their sum. Assets sold or emptied during the year are left out. 1 asset is valued "undetermined" and not counted.
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