Thursday, May 14
Good morning, James. A few items need your attention: Priya asked about her Figma unlock next week, Sarah's portfolio has drifted past her IPS target, and Tom has $127K sitting idle. I've also flagged relevant market moves and a few heads-ups below.
Needs action
3Review & decide
1Heads up
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Priya Kapoor's NVDA stake now 22% of book after Saudi AI capex news
Ethan Caldwell's largest position. Fears around capex spending and earnings miss.
Linda Torres crosses 10% single-stock IPS threshold
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| Prospect | Total assets | Cash | |
|---|---|---|---|
 Emily Chen Figma | $1.42M | $84K | |
 Marcus Webb Shopify | $620K | $12K | |
 Sofia Alvarez Notion | $2.80M | $210K | |
 James Park Linear | $945K | $55K |
Emily Chen
Figma · connected 3m ago
$1.42M
across 3 accounts
Paying 1.18% vs. 0.62% category average
≈ 56 bps · $7.9K / yr
42% in single sector (technology)
~2.5× her IPS target
Two lots sitting below basis
≈ $18K harvestable
Moderate profile · aggressive holdings
β 1.24 vs. target 0.85
Hi Emily — thanks for sharing your accounts ahead of Tuesday. Two things I'd love to walk through when we meet…
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- •Single-stock position at 18% · her IPS threshold is 10%
- •Equity allocation 75% vs. 60% IPS target
- •That position reports earnings Thursday
- •412 shares vest Apr 23
- •Default withholding 22% · her marginal rate is 35%
- •Projected under-withholding ≈ $15K
- •Wire hit account Apr 12
- •Cash is now 19.5% of his portfolio
- •His IPS target for cash is 3%
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- Marcus Smith≈ $272K
3,200 pre-IPO shares · First liquidity window · Consider partial sale
- Priya Kapoor≈ $148K
Employee options granted 2022 · subject to company ROFR
- David Park≈ $91K
Secondary purchase 2024 · eligible to tender up to 25%
- Linda Torres9.2% of portfolio
Approaching your 10% concentration threshold
- James Chen4.1% of portfolio
- Sarah Gibson3.8% of portfolio
- +5 more clients
- Tom Reeves35% bond sleeve
NAV down $4,100 this week · tends to call when bonds move
- Angela Martinez42% bond sleeve
NAV down $2,700 this week
- +1 more clients
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