Blum 2009 form 700 - Updated
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STATEMENT OFECONOMIC INTERESTS
- - COVER PAGECALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Please type or print in iiik J _
rii i W
r C-M fpoundttblic Document
NAME
Blum
(LAST) (FIRST)
Richard
(MIDDLE)
C
DAYTIME TELEPHONE NUMBER
( 415 ) 434-1111MAILING ADDRESS STREET(May use business address)
909 Montgomery St
CITY
San Francisco
STATE ZIP CODE
CA 94133
OPTIONAL FAX I E-MAIL ADDRESS
1 Office Agency or CourtName of Office Agency or Court
The Regents of the University of CaliforniaDivision Board District if applicable
University of CaliforniaYour Position
Chairman
If filing for multiple positions list additional agency(ies)position(s) (Attach a separate sheet if necessary)
Agency _
Position _
2 Jurisdiction of Office (Check at least one box)
Stateo County of _
o City of _
o Multi-County ---------------
o Other -----------------
3 Type of Statement (Check at least one box)
4 Schedule SummaryTotal number of pagesincluding this cover page _
Check applicable schedules or No reportableinterests I have disclosed interests on one or more of theattached schedules
Schedule A-1 Yes - schedule attachedInvestments (Less than 10 OwnerSlip)
Schedule A-2 Yes - schedule attachedInvestments (10 or greater Ownership)
Schedule B Yes - schedule attachedReal Property
Schedule C Yes - schedule attachedIncome Loans amp Business Positions (Income Other than Giftsand Travel Payments)
Schedule D 0 Yes - schedule attachedIncome - Gifts
Schedule E 0 Yes - schedule attachedIncome - Gifts - Travel Payments
-or-
o No reportable interests on any schedule
o Assuming OfficeInitial Date --1--1__5 Verification
Annual The period covered is January 1 2008through December 31 2008
-or-O The period covered is --1--1__ through
December 31 2008
o Leaving Office Date Left --1--1__(Check one)o The period covered is January 1 2008 through the
date of leaving office-or-
O The period covered is --1--1__ throughthe date of leaving office
o Candidate Election Year
I have used all reasonable diligence in preparing thisstatement I have reviewed this statement and to the bestof my knowledge the information contained herein and in anyattached schedules is true and complete
I certify under penalty of perjury under laws of the Stateof California that the foregoing is ue a correct
FPPC Form 700 (20082009)FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-1Investments
Stocks Bonds and Other Interests(Ownership Interest is Less Than 10)
00 not attach brokerage or financial statements
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
NameRichard C Blum
NAME OF BUSINESS ENTITY
Comcast Corporation Class - AGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Voice Data and Data Communications
NAME OF BUSINESS ENTITY
Kinetic Concepts IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Medical Supply CompanyFAIR MARKET VALUEIZl $2000 - $10000o $100001 - 51000000
0$10001 - $100000DOver $1000000
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
o 510001 - $100000IZJ Over $1000000
NATURE OF INVESTMENTo Stock
Xi Other Investment Holdings in Peachtree Ltd(Describe)
IF APPLICABLE LIST DATE IF APPLICABLE LIST DATE
(Describe)
------1------1__ACQUIRED
------1------1_---DISPOSED ACQUIRED
------1------1_-DISPOSED
NAME OF BUSINESS ENTITY
Astar Air Cargo IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Air Freight Service
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
NATURE OF INVESTMENTXi Stock
o $10001 - $100000IZJ Over $1000000
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
o $10001 - $100000DOver $1000000
o Other -----------------(Describe)
IF APPLICABLE LIST DATE IF APPLICABLE LIST DATE
(Describe)
------1------1- _ACQUIRED
------1------1- _DISPOSED
------1------1_-ACQUIRED DISPOSED
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUEo $2000 - $10000o $100001 - $10000000$10001 - $100000DOver 51000000
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
o $10001 - $100000DOver $1000000
NATURE OF INVESTMENTn Stock
o Other -----------------(Descrjbe)
IF APPLICABLE LIST DATE
NATURE OF INVESTMENTo Stock
o Other ---------=------------(Describe)
IF APPLICABLE LIST DATE
------1------1--ACQUIRED
------1------1_-DISPOSED
------1-----1__ACQUIRED
------1-----1__DISPOSED
Comments _
FPPC Form 700 (200812009) Sch A-lFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-1Investments
Stocks Bonds and Other Interests(Ownership Interest is Less Than 10)
Do not attach brokerage or financial statements
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF BUSINESS ENTITY
NeoSpire Inc NAME OF BUSINESS ENTITY
RCBA-KCI Capital Partners LPGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Internet Infrastructure SeNice Provider
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Investment PartnershipFAIR MARKET VALUEo 52000 - $10000o 5100001 - $1000000
0$10001 - $100000DOver $1000000
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
0$10001 - $100000IZI Over $1000000
NATURE OF INVESTMENTIZI Stock
o Other Zero Value(Describe)
NATURE OF INVESTMENTo Stock
IZI Other Partnership Interest(Describe)
IF APPLICABLE LIST DATE IF APPLICABLE LIST DATE
--1--1--ACQUIRED
--1--1_-DISPOSED ACQUIRED DISPOSED
NAME OF BUSINESS ENTITY
Escrow Partners LPGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Investment Partnership
NAME OF BUSINESS ENTITYCB Richard Ellis Group IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Commercial Real Estate SeNicesFAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
IZ $10001 - $100000DOver $1000000
FAIR MARKET VALUEo $2000 - $10000o $100001 - $1000000IZI $10001 - $100000DOver $1000000
NATURE OF INVESTMENTo Stock
I8J Other Partnership Interest(Describe)
IF APPLICABLE LIST DATE
NATURE OF INVESTMENTIZI Stock
o Other(Describe)
IF APPLICABLE LIST DATE
--1--1_-ACQUIRED
--1---1_-DISPOSED
--1--1_-ACQUIRED
--1--1_-DISPOSED
NAME OF BUSINESS ENTITY
Qwest Communications International IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Commercial Long Distance Provider
NAME OF BUSINESS ENTITY
ATampT CorporationGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Voice Data and Data CommunicationsFAIR MARKET VALUEI8J $2000 - $10000o $100001 - $1000000
n $10001 - $100000DOver $1000000
FAIR MARKET VALUEIZI $2000 - $100000$100001 - $1000000
o $10001 - $100000DOver $1000000
NATURE OF INVESTMENTo Stock
I8J Other Investment Holdings in Peachtree Ltd(Describe)
IF APPLICABLE LIST DATE
NATURE OF INVESTMENTo Stock
IZI Other Investment Holdings in Peachtree Ltd(Describe)
IF APPLICABLE LIST DATE
---1---1_ACQUIRED
---1----1__DISPOSED
--1---1__DISPOSED
Comments _
FPPC Form 700 (20082009) Sch A-1FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Capital Partners LP Richard C Blum amp Associates IncName Name909 Montgomery Street San Francisco CA 94133 909 Montgomery Street San Francisco CA 94133Address AddressCheck one Check oneo Trust go to 2 Business Entity complete the box then go iO 2 o Trust go iO 2 Business Entity complete the box then go to 2
IGENERAL DESCRIPTiON OF BUSINESS ACTIViTY GENERAL DESCRIPTION OF BUSiNESS ACTIVITY lIIFAIR MARKET VALUE
I
IF APPLICABLE LIST DATE FAiR MARKET VALUE IF APPLICABLE LIST DATE10 $2000 - $10000 o S2OOO - S10OOO1 0 $10001 - S100OOO ---J----f_ ---J----f__ o S10001 - S100OOO ---J---J_ ---J--J_10 S100001 - $1000000 ACQUIRED DISPOSED o $100001 - $1000000 ACQUIRED DISPOSEDI Over $1000000 Igj Over $1000000
INATURE OF INVESTMENT
NATURE OF iNVESTMENT Corporation
10 Sale Proprietorship IZl Partnership 0 o Sole Proprietorship o Partnership
IYOUR BUSINESS POSITION ChairmanOther
YOUR BUSiNESS POSITION ChairmanOther
I
2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA 2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATASHARE OF THE GROSS INCOME IQ THE ENTITYITRUST) SHARE OF THE GROSS INCOME IQ THE ENTITYITRUST)
o SO - $499o S500 - S1OOOo S1001 - S10OOO
o $10001 - $100000I8J OVER S100000
o SO - S499o $500 - $1000o S1001 - $10000
0$10001 - S100000I8J OVER S100OOO
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
See attached sheet (EXhibit A)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Blum Capital Partners LP
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box[gj INVESTMENT o REAL PROPERTY
Check one box
[gj INVESTMENT o REAL PROPERTY
See attached sheet (Exhibit B)Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
Blum Capital Partners LPName of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Blum-Investment AdvisorDescription of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - S10000o S10001 - S100OOOo $100001 - $1000000I8J Over S1OOOOOO
IF APPLICABLE LIST DATE
---J---J__ ---J--1_ACQUIRED DISPOSED
FAIR MARKET VALUEo S2OOO - S10OOOo S10001 - $100000o S100001 - $1000000Over S1OOOOOO
IF APPLICABLE LIST DATE
---J---J__ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partrership
o Other -----------o Leasehold -----Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or reai propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity LLC Blum Strategic GP LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 Business Entity complete the box then go 10 2
AddressCheck oneo Trust go 10 2 Business Entity complete tle box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
----1---1_DISPOSED
IF APPLICABLE LIST DATE
-f-J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
NATURE OF INVESTMENTo Soie Proprietorship 0 Partnership [8J Limited Liability Co Other
YOUR BUSINESS POSITION Managing Member
---I----l_DISPOSED
-J-J_ACQUIRED
1-------------------------I FAIR MARKET VALUE
1
0 $2000 - $10000o $10001 - $100000I[g) $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT0 f)(i Limited Liability CoI Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IZJ $0 - $499o $500 - $10000$1001 - $10000
0$10001 - $100000DOVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
[8J $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if neeessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest Income Interest Income
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box[gJ INVESTMENT o REAL PROPERTY
Check one box[8J INVESTMENT o REAL PROPERTY
Blum Strategic Partners LP Blum Strategic Partners LPName of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Reai Property
Description of Business Activity Q[City or Other Precise Location of Reai Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $100000018) Over $1000000
IF APPLICABLE LIST DATE
----1-J_ _ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
IF APPLICABLE LIST DATE
-f-J_ ----1----1_ACQUIRED DiSPOSED
NATURE OF iNTERESTo Property OwnershipDeed of Trust o Stock 181 PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold ----Yrs remaining
o Other ----------- o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity II LLC Blum Strategic GP II LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133
--1--1_DISPOSED
IF APPLICABLE LIST DATE
ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT L t d L bIt Co Sole Proprietorship 0 Partnership Iml e la I I Y OOther
YOUR BUSINESS POSITION Managing Member
--1--1__-DISPOSED
IF APPLICABLE LIST DATE
--1--1__ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
1-------------------------IFAIR MARKET VALUE
1
0 $2000 - 810000o $10001 - $100000$100001 - $1000000
1
0 Over $1000000
NATURE OF INVESTMENT 1)(1 Limited Liability Co10 Sole Proprietorship 0 PartnershipI OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000
$1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
81001 - 810000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aUach a separate sheet1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aHach a separate sheet1 necessal))
Interest and dividends from investments Interest and dividends from investmentsin public amp private securities in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Blum Strategic Partners II amp BCP AIV Inc
Check one box
INVESTMENT o REAL PROPERTY
Check one boxINVESTMENT 0 REAL PROPERTY
Blum Strategic Partners II Blum Strategic IIGmbH KG amp BCP AIV Inc amp LP
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Media Company Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock rg] PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other ----------- D LeaseholdYrs remaining
o Other ----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity III LLCName909 Montgomery Street San Francisco CA 94133
Blum Strategic GP III LLCName909 Montgomery Street San Francisco CA 94133
AddressCheck aileo Trust go to 2 Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 Business Entity complete the box thell go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT I5(i Limited Liability Coo Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATEFAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
-1-1_-ACQUIRED
-1-1_DISPOSED
FAIR MARKET VALUE IF APPLICABLE LIST DATEo $2000 - $10000o $10001 - $100000 -1-1__ ---1----1__o $100001 - $1000000 ACQUIRED DISPOSEDOver $1000000
INATURE OF INVESTMENT L t d L bTt Co Sole Proprietorship 0 Partnership 1m) e la I IY OOlher
YOUR BUSINESS POSITION Managing Member
0$0 - $4990$500 - $10000$1001 - $10000
$10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
$1001 - $10000
0$10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends amp capital gains from investments
in public ampprivate securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest and dividends from investments
in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check aile boxINVESTMENT o REAL PROPERTY
Check one box
INVESTMENT o REAL PROPERTY
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity illCity or Other Precise Location of Real Property
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity QCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_-_-- -1----1__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock IZl PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare aitached
o LeaseholdYrs remaining
o Other -----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMiSSiON
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity IV LLC Blum Strategic GP IV LLCName
909 Montgomery Street San Francisco CA 94133Name
909 Montgomery Street San Francisco CA 94133
----l----l__DiSPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUE0$2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
NATURE OF INVESTMENT L t d L bl Co Sale Proprietorship 0 Partnership Imr e fa Iity OOther
YOUR BUSINESS POSITION Managing Member
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
----l----lDISPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
iGENERAL DESCRIPTION OF BUSINESS ACTIVITYI
IFAIR MARKET VALUE10 $2000 - $10000
10 $10001 - $1000000 $100001 - $1000000I Over $1000000
INATURE OF INVESTMENT L L bI CiO Sole Proprietorship 0 Partnership Imlted la r Ity 0
I OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000o $1001 - $10000
I8J $10001 - $100000DOVER $100000
0$0 - $499o $500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends from investments Interest and dividends from investments
in pUblic and private securities in public and private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxINVESTMENT o REAL PROPERTY
Check one boxINVESTMENT o REAL PROPERTY
Blum Strategic Partners IV LP Blum Strategic Partners IV LP
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Investment Partnership Investment Partnership
Description of Business Activity illCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_- ----l----l__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_ ----l----l_ACQUIRED DISPOSED
NATURE OF INTERESTD Property OwnershipDeed of Trust o Stock Partnership
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
I
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST
LAF Management Inc
1 BUSINESS ENTITY OR TRUST
RCBA - LAF Advisors LLCName301 Commercial Street Suite 3300 Fort Worth TX
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck aileo Trust go to 2 181 Business Entity complete the box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership IZl Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATE
IFAIR MARKET VALUE IF APPLICABLE LIST DATE
$2000 - $10000o $10001 - $100000 ---1---1_ ---1---1_0 $100001 - $1000000 ACQUIRED DISPOSEDi0 Over $1000000
INATURE OF INVESTMENT Cor ration0 Sale Proprietorship 0 Partnership _--p_O _I OtherIYOUR BUSINESS POSITION _S_h_a_r_e_h_o_ld_e_r _
FAIR MARKET VALUE$2000 - $10000o $10001 - $100000o $100001 - $1000000o Over $1000000
---1---1_ACQUIRED
---1---1-DISPOSED
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Investment management fees
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet If necessary)
Interest dividends amp capital gains from investments
in private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
Check one boxo INVESTMENT o REAL PROPERTY
Check aile boxo INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 $100000o $100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1---1 __ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1--1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-1Investments
Stocks Bonds and Other Interests(Ownership Interest is Less Than 10)
00 not attach brokerage or financial statements
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
NameRichard C Blum
NAME OF BUSINESS ENTITY
Comcast Corporation Class - AGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Voice Data and Data Communications
NAME OF BUSINESS ENTITY
Kinetic Concepts IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Medical Supply CompanyFAIR MARKET VALUEIZl $2000 - $10000o $100001 - 51000000
0$10001 - $100000DOver $1000000
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
o 510001 - $100000IZJ Over $1000000
NATURE OF INVESTMENTo Stock
Xi Other Investment Holdings in Peachtree Ltd(Describe)
IF APPLICABLE LIST DATE IF APPLICABLE LIST DATE
(Describe)
------1------1__ACQUIRED
------1------1_---DISPOSED ACQUIRED
------1------1_-DISPOSED
NAME OF BUSINESS ENTITY
Astar Air Cargo IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Air Freight Service
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
NATURE OF INVESTMENTXi Stock
o $10001 - $100000IZJ Over $1000000
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
o $10001 - $100000DOver $1000000
o Other -----------------(Describe)
IF APPLICABLE LIST DATE IF APPLICABLE LIST DATE
(Describe)
------1------1- _ACQUIRED
------1------1- _DISPOSED
------1------1_-ACQUIRED DISPOSED
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NAME OF BUSINESS ENTITY
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
FAIR MARKET VALUEo $2000 - $10000o $100001 - $10000000$10001 - $100000DOver 51000000
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
o $10001 - $100000DOver $1000000
NATURE OF INVESTMENTn Stock
o Other -----------------(Descrjbe)
IF APPLICABLE LIST DATE
NATURE OF INVESTMENTo Stock
o Other ---------=------------(Describe)
IF APPLICABLE LIST DATE
------1------1--ACQUIRED
------1------1_-DISPOSED
------1-----1__ACQUIRED
------1-----1__DISPOSED
Comments _
FPPC Form 700 (200812009) Sch A-lFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-1Investments
Stocks Bonds and Other Interests(Ownership Interest is Less Than 10)
Do not attach brokerage or financial statements
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF BUSINESS ENTITY
NeoSpire Inc NAME OF BUSINESS ENTITY
RCBA-KCI Capital Partners LPGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Internet Infrastructure SeNice Provider
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Investment PartnershipFAIR MARKET VALUEo 52000 - $10000o 5100001 - $1000000
0$10001 - $100000DOver $1000000
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
0$10001 - $100000IZI Over $1000000
NATURE OF INVESTMENTIZI Stock
o Other Zero Value(Describe)
NATURE OF INVESTMENTo Stock
IZI Other Partnership Interest(Describe)
IF APPLICABLE LIST DATE IF APPLICABLE LIST DATE
--1--1--ACQUIRED
--1--1_-DISPOSED ACQUIRED DISPOSED
NAME OF BUSINESS ENTITY
Escrow Partners LPGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Investment Partnership
NAME OF BUSINESS ENTITYCB Richard Ellis Group IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Commercial Real Estate SeNicesFAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
IZ $10001 - $100000DOver $1000000
FAIR MARKET VALUEo $2000 - $10000o $100001 - $1000000IZI $10001 - $100000DOver $1000000
NATURE OF INVESTMENTo Stock
I8J Other Partnership Interest(Describe)
IF APPLICABLE LIST DATE
NATURE OF INVESTMENTIZI Stock
o Other(Describe)
IF APPLICABLE LIST DATE
--1--1_-ACQUIRED
--1---1_-DISPOSED
--1--1_-ACQUIRED
--1--1_-DISPOSED
NAME OF BUSINESS ENTITY
Qwest Communications International IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Commercial Long Distance Provider
NAME OF BUSINESS ENTITY
ATampT CorporationGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Voice Data and Data CommunicationsFAIR MARKET VALUEI8J $2000 - $10000o $100001 - $1000000
n $10001 - $100000DOver $1000000
FAIR MARKET VALUEIZI $2000 - $100000$100001 - $1000000
o $10001 - $100000DOver $1000000
NATURE OF INVESTMENTo Stock
I8J Other Investment Holdings in Peachtree Ltd(Describe)
IF APPLICABLE LIST DATE
NATURE OF INVESTMENTo Stock
IZI Other Investment Holdings in Peachtree Ltd(Describe)
IF APPLICABLE LIST DATE
---1---1_ACQUIRED
---1----1__DISPOSED
--1---1__DISPOSED
Comments _
FPPC Form 700 (20082009) Sch A-1FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Capital Partners LP Richard C Blum amp Associates IncName Name909 Montgomery Street San Francisco CA 94133 909 Montgomery Street San Francisco CA 94133Address AddressCheck one Check oneo Trust go to 2 Business Entity complete the box then go iO 2 o Trust go iO 2 Business Entity complete the box then go to 2
IGENERAL DESCRIPTiON OF BUSINESS ACTIViTY GENERAL DESCRIPTION OF BUSiNESS ACTIVITY lIIFAIR MARKET VALUE
I
IF APPLICABLE LIST DATE FAiR MARKET VALUE IF APPLICABLE LIST DATE10 $2000 - $10000 o S2OOO - S10OOO1 0 $10001 - S100OOO ---J----f_ ---J----f__ o S10001 - S100OOO ---J---J_ ---J--J_10 S100001 - $1000000 ACQUIRED DISPOSED o $100001 - $1000000 ACQUIRED DISPOSEDI Over $1000000 Igj Over $1000000
INATURE OF INVESTMENT
NATURE OF iNVESTMENT Corporation
10 Sale Proprietorship IZl Partnership 0 o Sole Proprietorship o Partnership
IYOUR BUSINESS POSITION ChairmanOther
YOUR BUSiNESS POSITION ChairmanOther
I
2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA 2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATASHARE OF THE GROSS INCOME IQ THE ENTITYITRUST) SHARE OF THE GROSS INCOME IQ THE ENTITYITRUST)
o SO - $499o S500 - S1OOOo S1001 - S10OOO
o $10001 - $100000I8J OVER S100000
o SO - S499o $500 - $1000o S1001 - $10000
0$10001 - S100000I8J OVER S100OOO
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
See attached sheet (EXhibit A)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Blum Capital Partners LP
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box[gj INVESTMENT o REAL PROPERTY
Check one box
[gj INVESTMENT o REAL PROPERTY
See attached sheet (Exhibit B)Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
Blum Capital Partners LPName of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Blum-Investment AdvisorDescription of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - S10000o S10001 - S100OOOo $100001 - $1000000I8J Over S1OOOOOO
IF APPLICABLE LIST DATE
---J---J__ ---J--1_ACQUIRED DISPOSED
FAIR MARKET VALUEo S2OOO - S10OOOo S10001 - $100000o S100001 - $1000000Over S1OOOOOO
IF APPLICABLE LIST DATE
---J---J__ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partrership
o Other -----------o Leasehold -----Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or reai propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity LLC Blum Strategic GP LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 Business Entity complete the box then go 10 2
AddressCheck oneo Trust go 10 2 Business Entity complete tle box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
----1---1_DISPOSED
IF APPLICABLE LIST DATE
-f-J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
NATURE OF INVESTMENTo Soie Proprietorship 0 Partnership [8J Limited Liability Co Other
YOUR BUSINESS POSITION Managing Member
---I----l_DISPOSED
-J-J_ACQUIRED
1-------------------------I FAIR MARKET VALUE
1
0 $2000 - $10000o $10001 - $100000I[g) $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT0 f)(i Limited Liability CoI Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IZJ $0 - $499o $500 - $10000$1001 - $10000
0$10001 - $100000DOVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
[8J $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if neeessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest Income Interest Income
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box[gJ INVESTMENT o REAL PROPERTY
Check one box[8J INVESTMENT o REAL PROPERTY
Blum Strategic Partners LP Blum Strategic Partners LPName of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Reai Property
Description of Business Activity Q[City or Other Precise Location of Reai Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $100000018) Over $1000000
IF APPLICABLE LIST DATE
----1-J_ _ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
IF APPLICABLE LIST DATE
-f-J_ ----1----1_ACQUIRED DiSPOSED
NATURE OF iNTERESTo Property OwnershipDeed of Trust o Stock 181 PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold ----Yrs remaining
o Other ----------- o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity II LLC Blum Strategic GP II LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133
--1--1_DISPOSED
IF APPLICABLE LIST DATE
ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT L t d L bIt Co Sole Proprietorship 0 Partnership Iml e la I I Y OOther
YOUR BUSINESS POSITION Managing Member
--1--1__-DISPOSED
IF APPLICABLE LIST DATE
--1--1__ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
1-------------------------IFAIR MARKET VALUE
1
0 $2000 - 810000o $10001 - $100000$100001 - $1000000
1
0 Over $1000000
NATURE OF INVESTMENT 1)(1 Limited Liability Co10 Sole Proprietorship 0 PartnershipI OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000
$1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
81001 - 810000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aUach a separate sheet1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aHach a separate sheet1 necessal))
Interest and dividends from investments Interest and dividends from investmentsin public amp private securities in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Blum Strategic Partners II amp BCP AIV Inc
Check one box
INVESTMENT o REAL PROPERTY
Check one boxINVESTMENT 0 REAL PROPERTY
Blum Strategic Partners II Blum Strategic IIGmbH KG amp BCP AIV Inc amp LP
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Media Company Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock rg] PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other ----------- D LeaseholdYrs remaining
o Other ----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity III LLCName909 Montgomery Street San Francisco CA 94133
Blum Strategic GP III LLCName909 Montgomery Street San Francisco CA 94133
AddressCheck aileo Trust go to 2 Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 Business Entity complete the box thell go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT I5(i Limited Liability Coo Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATEFAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
-1-1_-ACQUIRED
-1-1_DISPOSED
FAIR MARKET VALUE IF APPLICABLE LIST DATEo $2000 - $10000o $10001 - $100000 -1-1__ ---1----1__o $100001 - $1000000 ACQUIRED DISPOSEDOver $1000000
INATURE OF INVESTMENT L t d L bTt Co Sole Proprietorship 0 Partnership 1m) e la I IY OOlher
YOUR BUSINESS POSITION Managing Member
0$0 - $4990$500 - $10000$1001 - $10000
$10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
$1001 - $10000
0$10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends amp capital gains from investments
in public ampprivate securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest and dividends from investments
in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check aile boxINVESTMENT o REAL PROPERTY
Check one box
INVESTMENT o REAL PROPERTY
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity illCity or Other Precise Location of Real Property
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity QCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_-_-- -1----1__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock IZl PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare aitached
o LeaseholdYrs remaining
o Other -----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMiSSiON
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity IV LLC Blum Strategic GP IV LLCName
909 Montgomery Street San Francisco CA 94133Name
909 Montgomery Street San Francisco CA 94133
----l----l__DiSPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUE0$2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
NATURE OF INVESTMENT L t d L bl Co Sale Proprietorship 0 Partnership Imr e fa Iity OOther
YOUR BUSINESS POSITION Managing Member
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
----l----lDISPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
iGENERAL DESCRIPTION OF BUSINESS ACTIVITYI
IFAIR MARKET VALUE10 $2000 - $10000
10 $10001 - $1000000 $100001 - $1000000I Over $1000000
INATURE OF INVESTMENT L L bI CiO Sole Proprietorship 0 Partnership Imlted la r Ity 0
I OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000o $1001 - $10000
I8J $10001 - $100000DOVER $100000
0$0 - $499o $500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends from investments Interest and dividends from investments
in pUblic and private securities in public and private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxINVESTMENT o REAL PROPERTY
Check one boxINVESTMENT o REAL PROPERTY
Blum Strategic Partners IV LP Blum Strategic Partners IV LP
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Investment Partnership Investment Partnership
Description of Business Activity illCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_- ----l----l__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_ ----l----l_ACQUIRED DISPOSED
NATURE OF INTERESTD Property OwnershipDeed of Trust o Stock Partnership
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
I
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST
LAF Management Inc
1 BUSINESS ENTITY OR TRUST
RCBA - LAF Advisors LLCName301 Commercial Street Suite 3300 Fort Worth TX
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck aileo Trust go to 2 181 Business Entity complete the box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership IZl Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATE
IFAIR MARKET VALUE IF APPLICABLE LIST DATE
$2000 - $10000o $10001 - $100000 ---1---1_ ---1---1_0 $100001 - $1000000 ACQUIRED DISPOSEDi0 Over $1000000
INATURE OF INVESTMENT Cor ration0 Sale Proprietorship 0 Partnership _--p_O _I OtherIYOUR BUSINESS POSITION _S_h_a_r_e_h_o_ld_e_r _
FAIR MARKET VALUE$2000 - $10000o $10001 - $100000o $100001 - $1000000o Over $1000000
---1---1_ACQUIRED
---1---1-DISPOSED
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Investment management fees
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet If necessary)
Interest dividends amp capital gains from investments
in private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
Check one boxo INVESTMENT o REAL PROPERTY
Check aile boxo INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 $100000o $100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1---1 __ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1--1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-1Investments
Stocks Bonds and Other Interests(Ownership Interest is Less Than 10)
Do not attach brokerage or financial statements
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF BUSINESS ENTITY
NeoSpire Inc NAME OF BUSINESS ENTITY
RCBA-KCI Capital Partners LPGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Internet Infrastructure SeNice Provider
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
Investment PartnershipFAIR MARKET VALUEo 52000 - $10000o 5100001 - $1000000
0$10001 - $100000DOver $1000000
FAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
0$10001 - $100000IZI Over $1000000
NATURE OF INVESTMENTIZI Stock
o Other Zero Value(Describe)
NATURE OF INVESTMENTo Stock
IZI Other Partnership Interest(Describe)
IF APPLICABLE LIST DATE IF APPLICABLE LIST DATE
--1--1--ACQUIRED
--1--1_-DISPOSED ACQUIRED DISPOSED
NAME OF BUSINESS ENTITY
Escrow Partners LPGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Investment Partnership
NAME OF BUSINESS ENTITYCB Richard Ellis Group IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Commercial Real Estate SeNicesFAIR MARKET VALUEo $2000 - $100000$100001 - $1000000
IZ $10001 - $100000DOver $1000000
FAIR MARKET VALUEo $2000 - $10000o $100001 - $1000000IZI $10001 - $100000DOver $1000000
NATURE OF INVESTMENTo Stock
I8J Other Partnership Interest(Describe)
IF APPLICABLE LIST DATE
NATURE OF INVESTMENTIZI Stock
o Other(Describe)
IF APPLICABLE LIST DATE
--1--1_-ACQUIRED
--1---1_-DISPOSED
--1--1_-ACQUIRED
--1--1_-DISPOSED
NAME OF BUSINESS ENTITY
Qwest Communications International IncGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Commercial Long Distance Provider
NAME OF BUSINESS ENTITY
ATampT CorporationGENERAL DESCRIPTION OF BUSINESS ACTIVITY
Voice Data and Data CommunicationsFAIR MARKET VALUEI8J $2000 - $10000o $100001 - $1000000
n $10001 - $100000DOver $1000000
FAIR MARKET VALUEIZI $2000 - $100000$100001 - $1000000
o $10001 - $100000DOver $1000000
NATURE OF INVESTMENTo Stock
I8J Other Investment Holdings in Peachtree Ltd(Describe)
IF APPLICABLE LIST DATE
NATURE OF INVESTMENTo Stock
IZI Other Investment Holdings in Peachtree Ltd(Describe)
IF APPLICABLE LIST DATE
---1---1_ACQUIRED
---1----1__DISPOSED
--1---1__DISPOSED
Comments _
FPPC Form 700 (20082009) Sch A-1FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Capital Partners LP Richard C Blum amp Associates IncName Name909 Montgomery Street San Francisco CA 94133 909 Montgomery Street San Francisco CA 94133Address AddressCheck one Check oneo Trust go to 2 Business Entity complete the box then go iO 2 o Trust go iO 2 Business Entity complete the box then go to 2
IGENERAL DESCRIPTiON OF BUSINESS ACTIViTY GENERAL DESCRIPTION OF BUSiNESS ACTIVITY lIIFAIR MARKET VALUE
I
IF APPLICABLE LIST DATE FAiR MARKET VALUE IF APPLICABLE LIST DATE10 $2000 - $10000 o S2OOO - S10OOO1 0 $10001 - S100OOO ---J----f_ ---J----f__ o S10001 - S100OOO ---J---J_ ---J--J_10 S100001 - $1000000 ACQUIRED DISPOSED o $100001 - $1000000 ACQUIRED DISPOSEDI Over $1000000 Igj Over $1000000
INATURE OF INVESTMENT
NATURE OF iNVESTMENT Corporation
10 Sale Proprietorship IZl Partnership 0 o Sole Proprietorship o Partnership
IYOUR BUSINESS POSITION ChairmanOther
YOUR BUSiNESS POSITION ChairmanOther
I
2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA 2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATASHARE OF THE GROSS INCOME IQ THE ENTITYITRUST) SHARE OF THE GROSS INCOME IQ THE ENTITYITRUST)
o SO - $499o S500 - S1OOOo S1001 - S10OOO
o $10001 - $100000I8J OVER S100000
o SO - S499o $500 - $1000o S1001 - $10000
0$10001 - S100000I8J OVER S100OOO
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
See attached sheet (EXhibit A)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Blum Capital Partners LP
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box[gj INVESTMENT o REAL PROPERTY
Check one box
[gj INVESTMENT o REAL PROPERTY
See attached sheet (Exhibit B)Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
Blum Capital Partners LPName of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Blum-Investment AdvisorDescription of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - S10000o S10001 - S100OOOo $100001 - $1000000I8J Over S1OOOOOO
IF APPLICABLE LIST DATE
---J---J__ ---J--1_ACQUIRED DISPOSED
FAIR MARKET VALUEo S2OOO - S10OOOo S10001 - $100000o S100001 - $1000000Over S1OOOOOO
IF APPLICABLE LIST DATE
---J---J__ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partrership
o Other -----------o Leasehold -----Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or reai propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity LLC Blum Strategic GP LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 Business Entity complete the box then go 10 2
AddressCheck oneo Trust go 10 2 Business Entity complete tle box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
----1---1_DISPOSED
IF APPLICABLE LIST DATE
-f-J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
NATURE OF INVESTMENTo Soie Proprietorship 0 Partnership [8J Limited Liability Co Other
YOUR BUSINESS POSITION Managing Member
---I----l_DISPOSED
-J-J_ACQUIRED
1-------------------------I FAIR MARKET VALUE
1
0 $2000 - $10000o $10001 - $100000I[g) $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT0 f)(i Limited Liability CoI Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IZJ $0 - $499o $500 - $10000$1001 - $10000
0$10001 - $100000DOVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
[8J $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if neeessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest Income Interest Income
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box[gJ INVESTMENT o REAL PROPERTY
Check one box[8J INVESTMENT o REAL PROPERTY
Blum Strategic Partners LP Blum Strategic Partners LPName of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Reai Property
Description of Business Activity Q[City or Other Precise Location of Reai Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $100000018) Over $1000000
IF APPLICABLE LIST DATE
----1-J_ _ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
IF APPLICABLE LIST DATE
-f-J_ ----1----1_ACQUIRED DiSPOSED
NATURE OF iNTERESTo Property OwnershipDeed of Trust o Stock 181 PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold ----Yrs remaining
o Other ----------- o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity II LLC Blum Strategic GP II LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133
--1--1_DISPOSED
IF APPLICABLE LIST DATE
ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT L t d L bIt Co Sole Proprietorship 0 Partnership Iml e la I I Y OOther
YOUR BUSINESS POSITION Managing Member
--1--1__-DISPOSED
IF APPLICABLE LIST DATE
--1--1__ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
1-------------------------IFAIR MARKET VALUE
1
0 $2000 - 810000o $10001 - $100000$100001 - $1000000
1
0 Over $1000000
NATURE OF INVESTMENT 1)(1 Limited Liability Co10 Sole Proprietorship 0 PartnershipI OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000
$1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
81001 - 810000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aUach a separate sheet1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aHach a separate sheet1 necessal))
Interest and dividends from investments Interest and dividends from investmentsin public amp private securities in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Blum Strategic Partners II amp BCP AIV Inc
Check one box
INVESTMENT o REAL PROPERTY
Check one boxINVESTMENT 0 REAL PROPERTY
Blum Strategic Partners II Blum Strategic IIGmbH KG amp BCP AIV Inc amp LP
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Media Company Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock rg] PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other ----------- D LeaseholdYrs remaining
o Other ----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity III LLCName909 Montgomery Street San Francisco CA 94133
Blum Strategic GP III LLCName909 Montgomery Street San Francisco CA 94133
AddressCheck aileo Trust go to 2 Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 Business Entity complete the box thell go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT I5(i Limited Liability Coo Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATEFAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
-1-1_-ACQUIRED
-1-1_DISPOSED
FAIR MARKET VALUE IF APPLICABLE LIST DATEo $2000 - $10000o $10001 - $100000 -1-1__ ---1----1__o $100001 - $1000000 ACQUIRED DISPOSEDOver $1000000
INATURE OF INVESTMENT L t d L bTt Co Sole Proprietorship 0 Partnership 1m) e la I IY OOlher
YOUR BUSINESS POSITION Managing Member
0$0 - $4990$500 - $10000$1001 - $10000
$10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
$1001 - $10000
0$10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends amp capital gains from investments
in public ampprivate securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest and dividends from investments
in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check aile boxINVESTMENT o REAL PROPERTY
Check one box
INVESTMENT o REAL PROPERTY
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity illCity or Other Precise Location of Real Property
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity QCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_-_-- -1----1__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock IZl PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare aitached
o LeaseholdYrs remaining
o Other -----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMiSSiON
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity IV LLC Blum Strategic GP IV LLCName
909 Montgomery Street San Francisco CA 94133Name
909 Montgomery Street San Francisco CA 94133
----l----l__DiSPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUE0$2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
NATURE OF INVESTMENT L t d L bl Co Sale Proprietorship 0 Partnership Imr e fa Iity OOther
YOUR BUSINESS POSITION Managing Member
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
----l----lDISPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
iGENERAL DESCRIPTION OF BUSINESS ACTIVITYI
IFAIR MARKET VALUE10 $2000 - $10000
10 $10001 - $1000000 $100001 - $1000000I Over $1000000
INATURE OF INVESTMENT L L bI CiO Sole Proprietorship 0 Partnership Imlted la r Ity 0
I OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000o $1001 - $10000
I8J $10001 - $100000DOVER $100000
0$0 - $499o $500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends from investments Interest and dividends from investments
in pUblic and private securities in public and private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxINVESTMENT o REAL PROPERTY
Check one boxINVESTMENT o REAL PROPERTY
Blum Strategic Partners IV LP Blum Strategic Partners IV LP
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Investment Partnership Investment Partnership
Description of Business Activity illCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_- ----l----l__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_ ----l----l_ACQUIRED DISPOSED
NATURE OF INTERESTD Property OwnershipDeed of Trust o Stock Partnership
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
I
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST
LAF Management Inc
1 BUSINESS ENTITY OR TRUST
RCBA - LAF Advisors LLCName301 Commercial Street Suite 3300 Fort Worth TX
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck aileo Trust go to 2 181 Business Entity complete the box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership IZl Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATE
IFAIR MARKET VALUE IF APPLICABLE LIST DATE
$2000 - $10000o $10001 - $100000 ---1---1_ ---1---1_0 $100001 - $1000000 ACQUIRED DISPOSEDi0 Over $1000000
INATURE OF INVESTMENT Cor ration0 Sale Proprietorship 0 Partnership _--p_O _I OtherIYOUR BUSINESS POSITION _S_h_a_r_e_h_o_ld_e_r _
FAIR MARKET VALUE$2000 - $10000o $10001 - $100000o $100001 - $1000000o Over $1000000
---1---1_ACQUIRED
---1---1-DISPOSED
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Investment management fees
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet If necessary)
Interest dividends amp capital gains from investments
in private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
Check one boxo INVESTMENT o REAL PROPERTY
Check aile boxo INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 $100000o $100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1---1 __ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1--1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Capital Partners LP Richard C Blum amp Associates IncName Name909 Montgomery Street San Francisco CA 94133 909 Montgomery Street San Francisco CA 94133Address AddressCheck one Check oneo Trust go to 2 Business Entity complete the box then go iO 2 o Trust go iO 2 Business Entity complete the box then go to 2
IGENERAL DESCRIPTiON OF BUSINESS ACTIViTY GENERAL DESCRIPTION OF BUSiNESS ACTIVITY lIIFAIR MARKET VALUE
I
IF APPLICABLE LIST DATE FAiR MARKET VALUE IF APPLICABLE LIST DATE10 $2000 - $10000 o S2OOO - S10OOO1 0 $10001 - S100OOO ---J----f_ ---J----f__ o S10001 - S100OOO ---J---J_ ---J--J_10 S100001 - $1000000 ACQUIRED DISPOSED o $100001 - $1000000 ACQUIRED DISPOSEDI Over $1000000 Igj Over $1000000
INATURE OF INVESTMENT
NATURE OF iNVESTMENT Corporation
10 Sale Proprietorship IZl Partnership 0 o Sole Proprietorship o Partnership
IYOUR BUSINESS POSITION ChairmanOther
YOUR BUSiNESS POSITION ChairmanOther
I
2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATA 2 IDENTIFY THE GROSS INCOME RECEIVED (INCLUDE YOUR PRO RATASHARE OF THE GROSS INCOME IQ THE ENTITYITRUST) SHARE OF THE GROSS INCOME IQ THE ENTITYITRUST)
o SO - $499o S500 - S1OOOo S1001 - S10OOO
o $10001 - $100000I8J OVER S100000
o SO - S499o $500 - $1000o S1001 - $10000
0$10001 - S100000I8J OVER S100OOO
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
See attached sheet (EXhibit A)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Blum Capital Partners LP
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box[gj INVESTMENT o REAL PROPERTY
Check one box
[gj INVESTMENT o REAL PROPERTY
See attached sheet (Exhibit B)Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
Blum Capital Partners LPName of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Blum-Investment AdvisorDescription of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - S10000o S10001 - S100OOOo $100001 - $1000000I8J Over S1OOOOOO
IF APPLICABLE LIST DATE
---J---J__ ---J--1_ACQUIRED DISPOSED
FAIR MARKET VALUEo S2OOO - S10OOOo S10001 - $100000o S100001 - $1000000Over S1OOOOOO
IF APPLICABLE LIST DATE
---J---J__ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partrership
o Other -----------o Leasehold -----Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or reai propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity LLC Blum Strategic GP LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 Business Entity complete the box then go 10 2
AddressCheck oneo Trust go 10 2 Business Entity complete tle box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
----1---1_DISPOSED
IF APPLICABLE LIST DATE
-f-J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
NATURE OF INVESTMENTo Soie Proprietorship 0 Partnership [8J Limited Liability Co Other
YOUR BUSINESS POSITION Managing Member
---I----l_DISPOSED
-J-J_ACQUIRED
1-------------------------I FAIR MARKET VALUE
1
0 $2000 - $10000o $10001 - $100000I[g) $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT0 f)(i Limited Liability CoI Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IZJ $0 - $499o $500 - $10000$1001 - $10000
0$10001 - $100000DOVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
[8J $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if neeessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest Income Interest Income
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box[gJ INVESTMENT o REAL PROPERTY
Check one box[8J INVESTMENT o REAL PROPERTY
Blum Strategic Partners LP Blum Strategic Partners LPName of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Reai Property
Description of Business Activity Q[City or Other Precise Location of Reai Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $100000018) Over $1000000
IF APPLICABLE LIST DATE
----1-J_ _ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
IF APPLICABLE LIST DATE
-f-J_ ----1----1_ACQUIRED DiSPOSED
NATURE OF iNTERESTo Property OwnershipDeed of Trust o Stock 181 PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold ----Yrs remaining
o Other ----------- o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity II LLC Blum Strategic GP II LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133
--1--1_DISPOSED
IF APPLICABLE LIST DATE
ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT L t d L bIt Co Sole Proprietorship 0 Partnership Iml e la I I Y OOther
YOUR BUSINESS POSITION Managing Member
--1--1__-DISPOSED
IF APPLICABLE LIST DATE
--1--1__ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
1-------------------------IFAIR MARKET VALUE
1
0 $2000 - 810000o $10001 - $100000$100001 - $1000000
1
0 Over $1000000
NATURE OF INVESTMENT 1)(1 Limited Liability Co10 Sole Proprietorship 0 PartnershipI OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000
$1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
81001 - 810000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aUach a separate sheet1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aHach a separate sheet1 necessal))
Interest and dividends from investments Interest and dividends from investmentsin public amp private securities in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Blum Strategic Partners II amp BCP AIV Inc
Check one box
INVESTMENT o REAL PROPERTY
Check one boxINVESTMENT 0 REAL PROPERTY
Blum Strategic Partners II Blum Strategic IIGmbH KG amp BCP AIV Inc amp LP
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Media Company Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock rg] PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other ----------- D LeaseholdYrs remaining
o Other ----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity III LLCName909 Montgomery Street San Francisco CA 94133
Blum Strategic GP III LLCName909 Montgomery Street San Francisco CA 94133
AddressCheck aileo Trust go to 2 Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 Business Entity complete the box thell go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT I5(i Limited Liability Coo Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATEFAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
-1-1_-ACQUIRED
-1-1_DISPOSED
FAIR MARKET VALUE IF APPLICABLE LIST DATEo $2000 - $10000o $10001 - $100000 -1-1__ ---1----1__o $100001 - $1000000 ACQUIRED DISPOSEDOver $1000000
INATURE OF INVESTMENT L t d L bTt Co Sole Proprietorship 0 Partnership 1m) e la I IY OOlher
YOUR BUSINESS POSITION Managing Member
0$0 - $4990$500 - $10000$1001 - $10000
$10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
$1001 - $10000
0$10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends amp capital gains from investments
in public ampprivate securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest and dividends from investments
in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check aile boxINVESTMENT o REAL PROPERTY
Check one box
INVESTMENT o REAL PROPERTY
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity illCity or Other Precise Location of Real Property
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity QCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_-_-- -1----1__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock IZl PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare aitached
o LeaseholdYrs remaining
o Other -----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMiSSiON
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity IV LLC Blum Strategic GP IV LLCName
909 Montgomery Street San Francisco CA 94133Name
909 Montgomery Street San Francisco CA 94133
----l----l__DiSPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUE0$2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
NATURE OF INVESTMENT L t d L bl Co Sale Proprietorship 0 Partnership Imr e fa Iity OOther
YOUR BUSINESS POSITION Managing Member
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
----l----lDISPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
iGENERAL DESCRIPTION OF BUSINESS ACTIVITYI
IFAIR MARKET VALUE10 $2000 - $10000
10 $10001 - $1000000 $100001 - $1000000I Over $1000000
INATURE OF INVESTMENT L L bI CiO Sole Proprietorship 0 Partnership Imlted la r Ity 0
I OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000o $1001 - $10000
I8J $10001 - $100000DOVER $100000
0$0 - $499o $500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends from investments Interest and dividends from investments
in pUblic and private securities in public and private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxINVESTMENT o REAL PROPERTY
Check one boxINVESTMENT o REAL PROPERTY
Blum Strategic Partners IV LP Blum Strategic Partners IV LP
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Investment Partnership Investment Partnership
Description of Business Activity illCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_- ----l----l__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_ ----l----l_ACQUIRED DISPOSED
NATURE OF INTERESTD Property OwnershipDeed of Trust o Stock Partnership
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
I
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST
LAF Management Inc
1 BUSINESS ENTITY OR TRUST
RCBA - LAF Advisors LLCName301 Commercial Street Suite 3300 Fort Worth TX
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck aileo Trust go to 2 181 Business Entity complete the box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership IZl Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATE
IFAIR MARKET VALUE IF APPLICABLE LIST DATE
$2000 - $10000o $10001 - $100000 ---1---1_ ---1---1_0 $100001 - $1000000 ACQUIRED DISPOSEDi0 Over $1000000
INATURE OF INVESTMENT Cor ration0 Sale Proprietorship 0 Partnership _--p_O _I OtherIYOUR BUSINESS POSITION _S_h_a_r_e_h_o_ld_e_r _
FAIR MARKET VALUE$2000 - $10000o $10001 - $100000o $100001 - $1000000o Over $1000000
---1---1_ACQUIRED
---1---1-DISPOSED
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Investment management fees
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet If necessary)
Interest dividends amp capital gains from investments
in private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
Check one boxo INVESTMENT o REAL PROPERTY
Check aile boxo INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 $100000o $100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1---1 __ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1--1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity LLC Blum Strategic GP LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 Business Entity complete the box then go 10 2
AddressCheck oneo Trust go 10 2 Business Entity complete tle box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
----1---1_DISPOSED
IF APPLICABLE LIST DATE
-f-J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
NATURE OF INVESTMENTo Soie Proprietorship 0 Partnership [8J Limited Liability Co Other
YOUR BUSINESS POSITION Managing Member
---I----l_DISPOSED
-J-J_ACQUIRED
1-------------------------I FAIR MARKET VALUE
1
0 $2000 - $10000o $10001 - $100000I[g) $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT0 f)(i Limited Liability CoI Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IZJ $0 - $499o $500 - $10000$1001 - $10000
0$10001 - $100000DOVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
[8J $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if neeessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest Income Interest Income
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one box[gJ INVESTMENT o REAL PROPERTY
Check one box[8J INVESTMENT o REAL PROPERTY
Blum Strategic Partners LP Blum Strategic Partners LPName of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Reai Property
Description of Business Activity Q[City or Other Precise Location of Reai Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $100000018) Over $1000000
IF APPLICABLE LIST DATE
----1-J_ _ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000[8J Over $1000000
IF APPLICABLE LIST DATE
-f-J_ ----1----1_ACQUIRED DiSPOSED
NATURE OF iNTERESTo Property OwnershipDeed of Trust o Stock 181 PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold ----Yrs remaining
o Other ----------- o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity II LLC Blum Strategic GP II LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133
--1--1_DISPOSED
IF APPLICABLE LIST DATE
ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT L t d L bIt Co Sole Proprietorship 0 Partnership Iml e la I I Y OOther
YOUR BUSINESS POSITION Managing Member
--1--1__-DISPOSED
IF APPLICABLE LIST DATE
--1--1__ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
1-------------------------IFAIR MARKET VALUE
1
0 $2000 - 810000o $10001 - $100000$100001 - $1000000
1
0 Over $1000000
NATURE OF INVESTMENT 1)(1 Limited Liability Co10 Sole Proprietorship 0 PartnershipI OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000
$1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
81001 - 810000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aUach a separate sheet1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aHach a separate sheet1 necessal))
Interest and dividends from investments Interest and dividends from investmentsin public amp private securities in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Blum Strategic Partners II amp BCP AIV Inc
Check one box
INVESTMENT o REAL PROPERTY
Check one boxINVESTMENT 0 REAL PROPERTY
Blum Strategic Partners II Blum Strategic IIGmbH KG amp BCP AIV Inc amp LP
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Media Company Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock rg] PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other ----------- D LeaseholdYrs remaining
o Other ----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity III LLCName909 Montgomery Street San Francisco CA 94133
Blum Strategic GP III LLCName909 Montgomery Street San Francisco CA 94133
AddressCheck aileo Trust go to 2 Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 Business Entity complete the box thell go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT I5(i Limited Liability Coo Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATEFAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
-1-1_-ACQUIRED
-1-1_DISPOSED
FAIR MARKET VALUE IF APPLICABLE LIST DATEo $2000 - $10000o $10001 - $100000 -1-1__ ---1----1__o $100001 - $1000000 ACQUIRED DISPOSEDOver $1000000
INATURE OF INVESTMENT L t d L bTt Co Sole Proprietorship 0 Partnership 1m) e la I IY OOlher
YOUR BUSINESS POSITION Managing Member
0$0 - $4990$500 - $10000$1001 - $10000
$10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
$1001 - $10000
0$10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends amp capital gains from investments
in public ampprivate securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest and dividends from investments
in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check aile boxINVESTMENT o REAL PROPERTY
Check one box
INVESTMENT o REAL PROPERTY
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity illCity or Other Precise Location of Real Property
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity QCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_-_-- -1----1__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock IZl PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare aitached
o LeaseholdYrs remaining
o Other -----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMiSSiON
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity IV LLC Blum Strategic GP IV LLCName
909 Montgomery Street San Francisco CA 94133Name
909 Montgomery Street San Francisco CA 94133
----l----l__DiSPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUE0$2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
NATURE OF INVESTMENT L t d L bl Co Sale Proprietorship 0 Partnership Imr e fa Iity OOther
YOUR BUSINESS POSITION Managing Member
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
----l----lDISPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
iGENERAL DESCRIPTION OF BUSINESS ACTIVITYI
IFAIR MARKET VALUE10 $2000 - $10000
10 $10001 - $1000000 $100001 - $1000000I Over $1000000
INATURE OF INVESTMENT L L bI CiO Sole Proprietorship 0 Partnership Imlted la r Ity 0
I OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000o $1001 - $10000
I8J $10001 - $100000DOVER $100000
0$0 - $499o $500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends from investments Interest and dividends from investments
in pUblic and private securities in public and private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxINVESTMENT o REAL PROPERTY
Check one boxINVESTMENT o REAL PROPERTY
Blum Strategic Partners IV LP Blum Strategic Partners IV LP
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Investment Partnership Investment Partnership
Description of Business Activity illCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_- ----l----l__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_ ----l----l_ACQUIRED DISPOSED
NATURE OF INTERESTD Property OwnershipDeed of Trust o Stock Partnership
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
I
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST
LAF Management Inc
1 BUSINESS ENTITY OR TRUST
RCBA - LAF Advisors LLCName301 Commercial Street Suite 3300 Fort Worth TX
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck aileo Trust go to 2 181 Business Entity complete the box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership IZl Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATE
IFAIR MARKET VALUE IF APPLICABLE LIST DATE
$2000 - $10000o $10001 - $100000 ---1---1_ ---1---1_0 $100001 - $1000000 ACQUIRED DISPOSEDi0 Over $1000000
INATURE OF INVESTMENT Cor ration0 Sale Proprietorship 0 Partnership _--p_O _I OtherIYOUR BUSINESS POSITION _S_h_a_r_e_h_o_ld_e_r _
FAIR MARKET VALUE$2000 - $10000o $10001 - $100000o $100001 - $1000000o Over $1000000
---1---1_ACQUIRED
---1---1-DISPOSED
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Investment management fees
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet If necessary)
Interest dividends amp capital gains from investments
in private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
Check one boxo INVESTMENT o REAL PROPERTY
Check aile boxo INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 $100000o $100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1---1 __ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1--1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity II LLC Blum Strategic GP II LLCName909 Montgomery Street San Francisco CA 94133
Name
909 Montgomery Street San Francisco CA 94133
--1--1_DISPOSED
IF APPLICABLE LIST DATE
ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT L t d L bIt Co Sole Proprietorship 0 Partnership Iml e la I I Y OOther
YOUR BUSINESS POSITION Managing Member
--1--1__-DISPOSED
IF APPLICABLE LIST DATE
--1--1__ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
1-------------------------IFAIR MARKET VALUE
1
0 $2000 - 810000o $10001 - $100000$100001 - $1000000
1
0 Over $1000000
NATURE OF INVESTMENT 1)(1 Limited Liability Co10 Sole Proprietorship 0 PartnershipI OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000
$1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
81001 - 810000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aUach a separate sheet1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (aHach a separate sheet1 necessal))
Interest and dividends from investments Interest and dividends from investmentsin public amp private securities in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Blum Strategic Partners II amp BCP AIV Inc
Check one box
INVESTMENT o REAL PROPERTY
Check one boxINVESTMENT 0 REAL PROPERTY
Blum Strategic Partners II Blum Strategic IIGmbH KG amp BCP AIV Inc amp LP
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Name of Business Entity Q[Street Address or Assessors Parcel Number of Real Property
Investment Partnership Media Company Investment PartnershipDescription of Business Activity Q[City or Other Precise Location of Real Property
Description of Business Activity Q[City or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock rg] PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Check box if additional schedules reporting investments or real propertyare attached
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other ----------- D LeaseholdYrs remaining
o Other ----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity III LLCName909 Montgomery Street San Francisco CA 94133
Blum Strategic GP III LLCName909 Montgomery Street San Francisco CA 94133
AddressCheck aileo Trust go to 2 Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 Business Entity complete the box thell go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT I5(i Limited Liability Coo Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATEFAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
-1-1_-ACQUIRED
-1-1_DISPOSED
FAIR MARKET VALUE IF APPLICABLE LIST DATEo $2000 - $10000o $10001 - $100000 -1-1__ ---1----1__o $100001 - $1000000 ACQUIRED DISPOSEDOver $1000000
INATURE OF INVESTMENT L t d L bTt Co Sole Proprietorship 0 Partnership 1m) e la I IY OOlher
YOUR BUSINESS POSITION Managing Member
0$0 - $4990$500 - $10000$1001 - $10000
$10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
$1001 - $10000
0$10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends amp capital gains from investments
in public ampprivate securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest and dividends from investments
in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check aile boxINVESTMENT o REAL PROPERTY
Check one box
INVESTMENT o REAL PROPERTY
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity illCity or Other Precise Location of Real Property
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity QCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_-_-- -1----1__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock IZl PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare aitached
o LeaseholdYrs remaining
o Other -----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMiSSiON
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity IV LLC Blum Strategic GP IV LLCName
909 Montgomery Street San Francisco CA 94133Name
909 Montgomery Street San Francisco CA 94133
----l----l__DiSPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUE0$2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
NATURE OF INVESTMENT L t d L bl Co Sale Proprietorship 0 Partnership Imr e fa Iity OOther
YOUR BUSINESS POSITION Managing Member
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
----l----lDISPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
iGENERAL DESCRIPTION OF BUSINESS ACTIVITYI
IFAIR MARKET VALUE10 $2000 - $10000
10 $10001 - $1000000 $100001 - $1000000I Over $1000000
INATURE OF INVESTMENT L L bI CiO Sole Proprietorship 0 Partnership Imlted la r Ity 0
I OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000o $1001 - $10000
I8J $10001 - $100000DOVER $100000
0$0 - $499o $500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends from investments Interest and dividends from investments
in pUblic and private securities in public and private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxINVESTMENT o REAL PROPERTY
Check one boxINVESTMENT o REAL PROPERTY
Blum Strategic Partners IV LP Blum Strategic Partners IV LP
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Investment Partnership Investment Partnership
Description of Business Activity illCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_- ----l----l__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_ ----l----l_ACQUIRED DISPOSED
NATURE OF INTERESTD Property OwnershipDeed of Trust o Stock Partnership
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
I
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST
LAF Management Inc
1 BUSINESS ENTITY OR TRUST
RCBA - LAF Advisors LLCName301 Commercial Street Suite 3300 Fort Worth TX
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck aileo Trust go to 2 181 Business Entity complete the box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership IZl Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATE
IFAIR MARKET VALUE IF APPLICABLE LIST DATE
$2000 - $10000o $10001 - $100000 ---1---1_ ---1---1_0 $100001 - $1000000 ACQUIRED DISPOSEDi0 Over $1000000
INATURE OF INVESTMENT Cor ration0 Sale Proprietorship 0 Partnership _--p_O _I OtherIYOUR BUSINESS POSITION _S_h_a_r_e_h_o_ld_e_r _
FAIR MARKET VALUE$2000 - $10000o $10001 - $100000o $100001 - $1000000o Over $1000000
---1---1_ACQUIRED
---1---1-DISPOSED
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Investment management fees
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet If necessary)
Interest dividends amp capital gains from investments
in private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
Check one boxo INVESTMENT o REAL PROPERTY
Check aile boxo INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 $100000o $100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1---1 __ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1--1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity III LLCName909 Montgomery Street San Francisco CA 94133
Blum Strategic GP III LLCName909 Montgomery Street San Francisco CA 94133
AddressCheck aileo Trust go to 2 Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 Business Entity complete the box thell go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENT I5(i Limited Liability Coo Sole Proprietorship 0 PartnershipOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATEFAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
-1-1_-ACQUIRED
-1-1_DISPOSED
FAIR MARKET VALUE IF APPLICABLE LIST DATEo $2000 - $10000o $10001 - $100000 -1-1__ ---1----1__o $100001 - $1000000 ACQUIRED DISPOSEDOver $1000000
INATURE OF INVESTMENT L t d L bTt Co Sole Proprietorship 0 Partnership 1m) e la I IY OOlher
YOUR BUSINESS POSITION Managing Member
0$0 - $4990$500 - $10000$1001 - $10000
$10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000
$1001 - $10000
0$10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends amp capital gains from investments
in public ampprivate securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
Interest and dividends from investments
in public amp private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check aile boxINVESTMENT o REAL PROPERTY
Check one box
INVESTMENT o REAL PROPERTY
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity illCity or Other Precise Location of Real Property
Blum Strategic Partners III LPName of Business Entity QStreet Address or Assessors Parcel Number of Real Property
Investment PartnershipDescription of Business Activity QCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_-_-- -1----1__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
-1-1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock IZl PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare aitached
o LeaseholdYrs remaining
o Other -----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMiSSiON
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity IV LLC Blum Strategic GP IV LLCName
909 Montgomery Street San Francisco CA 94133Name
909 Montgomery Street San Francisco CA 94133
----l----l__DiSPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUE0$2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
NATURE OF INVESTMENT L t d L bl Co Sale Proprietorship 0 Partnership Imr e fa Iity OOther
YOUR BUSINESS POSITION Managing Member
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
----l----lDISPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
iGENERAL DESCRIPTION OF BUSINESS ACTIVITYI
IFAIR MARKET VALUE10 $2000 - $10000
10 $10001 - $1000000 $100001 - $1000000I Over $1000000
INATURE OF INVESTMENT L L bI CiO Sole Proprietorship 0 Partnership Imlted la r Ity 0
I OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000o $1001 - $10000
I8J $10001 - $100000DOVER $100000
0$0 - $499o $500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends from investments Interest and dividends from investments
in pUblic and private securities in public and private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxINVESTMENT o REAL PROPERTY
Check one boxINVESTMENT o REAL PROPERTY
Blum Strategic Partners IV LP Blum Strategic Partners IV LP
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Investment Partnership Investment Partnership
Description of Business Activity illCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_- ----l----l__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_ ----l----l_ACQUIRED DISPOSED
NATURE OF INTERESTD Property OwnershipDeed of Trust o Stock Partnership
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
I
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST
LAF Management Inc
1 BUSINESS ENTITY OR TRUST
RCBA - LAF Advisors LLCName301 Commercial Street Suite 3300 Fort Worth TX
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck aileo Trust go to 2 181 Business Entity complete the box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership IZl Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATE
IFAIR MARKET VALUE IF APPLICABLE LIST DATE
$2000 - $10000o $10001 - $100000 ---1---1_ ---1---1_0 $100001 - $1000000 ACQUIRED DISPOSEDi0 Over $1000000
INATURE OF INVESTMENT Cor ration0 Sale Proprietorship 0 Partnership _--p_O _I OtherIYOUR BUSINESS POSITION _S_h_a_r_e_h_o_ld_e_r _
FAIR MARKET VALUE$2000 - $10000o $10001 - $100000o $100001 - $1000000o Over $1000000
---1---1_ACQUIRED
---1---1-DISPOSED
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Investment management fees
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet If necessary)
Interest dividends amp capital gains from investments
in private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
Check one boxo INVESTMENT o REAL PROPERTY
Check aile boxo INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 $100000o $100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1---1 __ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1--1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMiSSiON
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Strategic Equity IV LLC Blum Strategic GP IV LLCName
909 Montgomery Street San Francisco CA 94133Name
909 Montgomery Street San Francisco CA 94133
----l----l__DiSPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
FAIR MARKET VALUE0$2000 - $10000o $10001 - $1000000$100001 - $1000000
Over $1000000
NATURE OF INVESTMENT L t d L bl Co Sale Proprietorship 0 Partnership Imr e fa Iity OOther
YOUR BUSINESS POSITION Managing Member
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY
----l----lDISPOSED
IF APPLICABLE LIST DATE
----l----l_ACQUIRED
Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2
iGENERAL DESCRIPTION OF BUSINESS ACTIVITYI
IFAIR MARKET VALUE10 $2000 - $10000
10 $10001 - $1000000 $100001 - $1000000I Over $1000000
INATURE OF INVESTMENT L L bI CiO Sole Proprietorship 0 Partnership Imlted la r Ity 0
I OtherYOUR BUSINESS POSITION _M_e_m_b_e_r _
0$0 - $4990$500 - $1000o $1001 - $10000
I8J $10001 - $100000DOVER $100000
0$0 - $499o $500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Interest and dividends from investments Interest and dividends from investments
in pUblic and private securities in public and private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxINVESTMENT o REAL PROPERTY
Check one boxINVESTMENT o REAL PROPERTY
Blum Strategic Partners IV LP Blum Strategic Partners IV LP
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Investment Partnership Investment Partnership
Description of Business Activity illCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_- ----l----l__ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $100000$10001 - $100000o $100001 - $1000000
Over $1000000
IF APPLICABLE LIST DATE
----l----l_ ----l----l_ACQUIRED DISPOSED
NATURE OF INTERESTD Property OwnershipDeed of Trust o Stock Partnership
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock Partnership
o Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o Leasehold 0 Other -----------Yrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
I
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST
LAF Management Inc
1 BUSINESS ENTITY OR TRUST
RCBA - LAF Advisors LLCName301 Commercial Street Suite 3300 Fort Worth TX
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck aileo Trust go to 2 181 Business Entity complete the box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership IZl Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATE
IFAIR MARKET VALUE IF APPLICABLE LIST DATE
$2000 - $10000o $10001 - $100000 ---1---1_ ---1---1_0 $100001 - $1000000 ACQUIRED DISPOSEDi0 Over $1000000
INATURE OF INVESTMENT Cor ration0 Sale Proprietorship 0 Partnership _--p_O _I OtherIYOUR BUSINESS POSITION _S_h_a_r_e_h_o_ld_e_r _
FAIR MARKET VALUE$2000 - $10000o $10001 - $100000o $100001 - $1000000o Over $1000000
---1---1_ACQUIRED
---1---1-DISPOSED
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Investment management fees
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet If necessary)
Interest dividends amp capital gains from investments
in private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
Check one boxo INVESTMENT o REAL PROPERTY
Check aile boxo INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 $100000o $100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1---1 __ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1--1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
I
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST
LAF Management Inc
1 BUSINESS ENTITY OR TRUST
RCBA - LAF Advisors LLCName301 Commercial Street Suite 3300 Fort Worth TX
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck aileo Trust go to 2 181 Business Entity complete the box then go to 2
IGENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
NATURE OF INVESTMENTo Sale Proprietorship 0 Partnership IZl Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
IF APPLICABLE LIST DATE
IFAIR MARKET VALUE IF APPLICABLE LIST DATE
$2000 - $10000o $10001 - $100000 ---1---1_ ---1---1_0 $100001 - $1000000 ACQUIRED DISPOSEDi0 Over $1000000
INATURE OF INVESTMENT Cor ration0 Sale Proprietorship 0 Partnership _--p_O _I OtherIYOUR BUSINESS POSITION _S_h_a_r_e_h_o_ld_e_r _
FAIR MARKET VALUE$2000 - $10000o $10001 - $100000o $100001 - $1000000o Over $1000000
---1---1_ACQUIRED
---1---1-DISPOSED
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
0$0 - $4990$500 - $1000I8J $1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet f necessary)
Investment management fees
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet If necessary)
Interest dividends amp capital gains from investments
in private securities
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD fY THEBUSINESS ENTITY OR TRUST
Check one boxo INVESTMENT o REAL PROPERTY
Check aile boxo INVESTMENT o REAL PROPERTY
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
Name of Business Entity QIStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QICity or Other Precise Location of Real Property
FAIR MARKET VALUEo $2000 - $100000$10001 $100000o $100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1---1 __ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---1--1_ ---1---1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other----------
Comments_________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Carlton Hotel Properties Blum Family Partners LPName
1075 Sutter Street San Francisco CA 94109Name
909 Montgomery Street San Francisco CA 94133AddressCheck oneo Trust go to 2 181 Business Entity complete the box then go to 2
AddlessCheck oneo Trust go to 2 181 Business Entity complete tile box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE LIST DATE
--l----l_DISPOSED
IF APPLICABLE LIST DATE
---J----I_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o $10001 - 5100000o $100001 - $1000000[g] Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship lZ Partnership 0 --------__Other
YOUR BUSINESS POSITION _G_e_n_e_ra_I_P_artne_r _
----1----1-DISPOSED
----1---1_ACQUIRED
FAIR MARKET VALUE
10 $2000 - 5100000 $10001 - $100000
10 5100001 - 51000000[g] Over $1000000
INATURE OF INVESTMENT10 Sole Proprietorship gj Partnership 0 _I OtherYOUR BUSINESS POSITION _G_e_n_e_ra_I_P_a_rt---n_e_r _i
0$0 - $4990$500 - $1000o $1001 - $10000
0$10001 - $100000[g] OVER $100000
0$0 - $4990$500 - $10000$1001 - $10000
o 510001 - $100000lZ OVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separale sheel1 necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheel I necessary)
See attached list (Exhibit D) Interest dividends amp capital gains from partnershipinvestments
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxlZ INVESTMENT o REAL PROPERTY
Check one boxo INVESTMENT o REAL PROPERTY
Carlton Hotel See attached list (Exhibit C)Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity QiStreet Address or Assessors Parcel Number of Real Property
HotelDescription of Business Activity QiCity or Other Precise Location of Real Property
Description of Business Activity QiCity or Other Precise Location of Real Property
FAIR MARKET VALUEo 52000 - $10000o 510001 - $10000005100001 - 51000000lZ Over $1000000
IF APPLICABLE LIST DATE
----l--f_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - 51000000[g] Over $1000000
IF APPLICABLE LIST DATE
----1----1_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock PartnershipNATURE OF INTERESTo Property ownershipDeed of Trust o Stock o Partnership
o Other -----------
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Other -----------
Comments________________________ FPPC Form 700 (20082009) Sch A-2FPPC Toll-Free Helpline 866ASKmiddotFPPC wwwfppccagov
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE A-2Investments Income and Assets
of Business EntitiesTrusts(Ownership Interest is 10 or Greater)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
1 BUSINESS ENTITY OR TRUST 1 BUSINESS ENTITY OR TRUST
Blum Investment Partners Inc RCBA-KCI Managers LLCName909 Montgomery Street San Francisco CA 94133
Name909 Montgomery Street San Francisco CA 94133
AddressCheck oneo Trust go to 2 I8J Business Entity complete the box then go to 2
AddressCheck oneo Trust go to 2 I8J Business Entity complete tlJe box then go to 2
GENERAL DESCRIPTION OF BUSINESS ACTIVITY GENERAL DESCRIPTION OF BUSINESS ACTIVITY
IF APPLICABLE liST DATE
---J-I_DISPOSED
IF APPLICABLE LIST DATE
-I---J_ACQUIRED
FAIR MARKET VALUEo $2000 - $10000o S10001 - $1000000$100001 - $1000000Igj Over $1000000
NATURE OF INVESTMENTo Sole Proprietorship 0 Partnership Igj Limited Liability CoOther
YOUR BUSINESS POSITION _M_e_m_b_e_r _
-1-1_-DISPOSED
---J---_ACQUIRED
ii---------------------IFAIR MARKET VALUE
I[8J S2000 - S10000o $10001 - $10000010 $100001 - $100000010 Over $1000000
INATURE OF INVESTMENT Co Sole Proprietorship 0 Partnership Igj _o--rp--o_ra_t_io_n _I OtherYOUR BUSINESS POSITION _C_h_a_i_rm_a_n _
o SO - $499o $500 - $10000$1001 - S10000
[8J $10001 - $100000DOVER $100000
Iampl $0 - $4990$500 - $10000$1001 - $10000
o $10001 - $100000DOVER $100000
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
3 LIST THE NAME OF EACH REPORTABLE SINGLE SOURCE OFINCOME OF $10000 OR MORE (attach a separate sheet if necessary)
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
4 INVESTMENTS AND INTERESTS IN REAL PROPERTY HELD BY THEBUSINESS ENTITY OR TRUST
Check one boxIgj INVESTMENT o REAL PROPERTY
Check one boxIgj INVESTMENT o REAL PROPERTY
See attached list (EXhibit C) RCBA KCI Capital Partners LPName of Business Entity QpoundStreet Address or Assessors Parcel Number of Real Property
Name of Business Entity illStreet Address or Assessors Parcel Number of Real Property
Description of Business Activity QpoundCity or Other Precise Location of Real Property
Description of Business Activity illCity or Other Precise Location of Real Property
FAIR MARKET VALUEo S2000 - $10000Igj $10001 - $1000000$100001 - $1000000DOver $1000000
IF APPLICABLE LIST DATE
---J__L__ ---J--l_ACQUIRED DISPOSED
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000o $100001 - $1000000Igj Over $1000000
IF APPLICABLE LIST DATE
---l-----J_ -I---l_ACQUIRED DISPOSED
NATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o PartnershipNATURE OF INTERESTo Property OwnershipDeed of Trust o Stock o Partnership
o Other ----------- U Other -----------o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
o LeaseholdYrs remaining
o Check box if additional schedules reporting investments or real propertyare attached
Comments_________________________ FPPC Form 700 (200812009) Sch A-2FPPC Toll-Free Helpline 866IASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
109 South Lake Merced Hill Apt 3ECITY
San Francisco CA
STREET ADDRESS OR PRECISE LOCATION
180 West Lake Blvd 229CITY
Tahoe City CAFAIR MARKET VALUEo $2000 - $100000$10001 - $100000IZI $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZI OwnershipDeed of Trust
IF APPLICABLE LIST DATE
ACQUIRED DISPOSED
n Easement
FAIR MARKET VALUEo $2000 - $10000o $10001 - $100000IZl $100001 - $1000000DOver $1000000
NATURE OF INTEREST
IZl OwnershipDeed of Trust
IF APPLICABLE LIST DATE
___L_L -l-l_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining 0-------Other
o Leasehold ------Yrs remaining
0-------
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
IZI $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
Claire Brody
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 $10000
IZl $10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o S10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthslYears)
---- 0 None
HIGHEST BALANCE DURING REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 COVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (200812009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE BInterests in Real Property
(Including Rental Income)
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
STREET ADDRESS OR PRECISE LOCATION
2930 Neilsen Way 504CITY
Santa Monica CA
STREET ADDRESS OR PRECISE LOCATION
30 Presidio TerraceCITY
San Francisco CAFAIR MARKET VALUEo 52000 - 510000o $10001 - 5100000[g] 5100001 - 51000000DOver 51000000
NATURE OF INTEREST[g] OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----1----1__ ----1----l__ACQUIRED DISPOSED
o Easement
FAIR MARKET VALUEo $2000 - $10000[j $10001 - $100000o $100001 - $1000000I8J Over $1000000
NATURE OF INTERESTIZ OwnershipDeed of Trust
IF APPLICABLE LIST DATE
----l----l_ --1--1_ACQUIRED DISPOSED
o Easement
o Leasehold ------Yrs remaining
0------- o Leasehold ------ 0--------Other
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
IF RENTAL PROPERTY GROSS INCOME RECEIVED
0$0 - $499 0 $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
SOURCES OF RENTAL INCOME If you own a 10 or greaterinterest list the name of each tenant that is a single source ofincome of $10000 or more
You are not required to report loans from commercial lending institutions made in the lenders regular courseof business on terms available to members of the public without regard to your official status Personal loansand loans received not in a lenders regular course of business must be disclosed as follows
NAME OF LENDERmiddot
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsYears)
____ o None
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000 0 $1001 - $10000
0$10001 - $100000 0 OVER $100000
o Guarantor if applicable
NAME OF LENDER
ADDRESS
BUSINESS ACTIVITY OF LENDER
INTEREST RATE TERM (MonthsfYears)
____ o None
HIGHEST BALANCE DURiNG REPORTING PERIOD
0$500 - $1000 0 $1001 - $10000
o $10001 - $100000 0 OVER $100000
o Guarantor if applicable
Comments _FPPC Form 700 (20082009) Sch B
FPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
1 INCOME RECEIVED 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
CB Richard Ellis Group Inc (CBRE) (Note 1)ADDRESS
100 N Sepulveda Blvd EI Segundo CABUSINESS ACTIVITY IF ANY OF SOURCE
Commercial Real EstateYOUR BUSINESS POSITION
ChairmanGROSS INCOME RECEIVED
o $500 - $1000 0 $1001 - $10000
I8l $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of -------------------(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
NAME OF SOURCE OF INCOME
COP Concord Egyptian Direct Investment Fund LtdADDRESS
St Julians Ave St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spollses or registered domestic partners income
o Loan repayment
o Sale of - _(Property car boar etc)
o Commission or 0 Rental Income list each source of $10000 or more
o Other (Note 1)(Describe)
Other Board Member Compensation(Describe)
2 lOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
---_ 0 None
TERM (MonthsYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - S10000
o $10001 - $100000
DOVER 5100000
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property -----------------Street address
City
o Guarantor ------------------
o Other --------------------(Describe)
(Note 1) The Directors fees from CBRE were paid by Mr Blum to Investment Partnershipsof Blum Capital Partners LP
Comments
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
SCHEDULE CIncome Loans amp Business
Positions(Other than Gifts and Travel Payments)
bull 1 INCOME RECEIVED bull 1 INCOME RECEIVED
CALIFORNIA FORM 700FAIR POLITICAL PRACTICES COMMISSION
Name
Richard C Blum
NAME OF SOURCE OF INCOME
Northwest AirlinesADDRESS
2700 Lone Oak Parkway Eagan MNBUSINESS ACTIVITY IF ANY OF SOURCE
Commercial AirlinesYOUR BUSINESS POSITION
Director EmeritusGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000Z) $10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of _(Property car boat etc)
o Commission or 0 Rental Income list each source of S10000 or more
Other Travel Allowance(Describe)
bull 2 LOANS RECEIVED OR OUTSTANDING DURING THE REPORTING PERIOD
NAME OF SOURCE OF INCOME
Coral Growth Investments LimitedADDRESS
St Peter Port GuernseyBUSINESS ACTIVITY IF ANY OF SOURCE
Investment FundYOUR BUSINESS POSITION
Member - Board of DirectorGROSS INCOME RECEIVED
0$500 - $1000 0 $1001 - $10000$10001 - $100000 0 OVER $100000
CONSIDERATION FOR WHICH INCOME WAS RECEIVEDo Salary 0 Spouses or registered domestic partners income
o Loan repayment
o Sale of --- _(Property car boat etc)
o Commission or 0 Rental Income list each source of $10000 or more
I8J Other Board Member Compensation(Describe)
You are not required to report loans from commercial lending institutions or any indebtedness created as partof a retail installment or credit card transaction made in the lenders regular course of business on termsavailable to members of the public without regard to your official status Personal loans and loans receivednot in a lenders regular course of business must be disclosed as follows
NAME OF LENDER
ADDRESS
INTEREST RATE
- 0 None
TERM (MonthslYears)
BUSINESS ACTIVITY IF ANY OF LENDER
HIGHEST BALANCE DURING REPORTING PERIOD
o $500 - $1000
n $1001 - $10000
o $10001 - $100000
DOVER $100000
Comments
SECURITY FOR LOAN
o None 0 Personal residence
o Real Property ------ _Street address
City
o Guarantor ------------------
o Other --------------------------------(Describe)
FPPC Form 700 (20082009) Sch CFPPC Toll-Free Helpline 866ASK-FPPC wwwfppccagov
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
Rfehard C BlumCalifornia Form 700Assuming OfficeInitialSchedule A-2Investments Income and Assets ofBusiness EntitiesTrusts(Ownership Interest is 10 or Greater)December 312008
Blum Capital Partners LP
3 List the name ofeach reportable singlesource ofincomeloans of$10000 or more
Name of Income Source
Dominion Nuclear Connecticut Inc NDTVirginia Electric and Power Co NDTSaddlepoint Partners (Offshore) LPSaddlepoint Partners LPBK Capital Partners IV LPRCBA KCI Capital Partners LPBlum Strategic Partners LPBlum Strategic Partners II LPBlum Strategic Partners III LPBlum Strategic Partners IV LPStinson Capital Partners LPStinsonDominion LPStinson Capital Partners D LPStinson Capital Partners M LPStinson Capital Partners QP LPStinson Capital Partners A LPStinson Capital Partners L LPBLUM (KTEC) Co-Investment Partners LPBlum Strategic Equity LLcBlum Strategic Equity II LLcBlum Strategic GP LLCBlum Strategic GP II LLCTPG Associates III LPTPG Equity IV LPTPG Management V LPJet Direct (formerly Sentient Flight Group)Blum GC LPBlum GA LLCBlum GA III LLCBlum GA III Equity LLCBlum Strategic II GmbH amp Co KGCevian Capital II LLcLind Family Partnership V LPLind Family Partnership IV LPTAC 2007 Equity LPTPG Asia Equity V LPTPG Credit Oportunities Fund LPSaddlepoint Equity LLc
Description of Business Income
Administrative and investment management feesAdministrative and investment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees and interestInvestment management feesInvestment management feesInvestment management feesInvestment management feesInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management fees dividends interest and capital gainsInvestment management feesInterest and dividendsInterest and dividendsInterest and dividendsInterest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsAirplane charter revenueCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest dividends amp management feesCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividendsCapital gains interest and dividends
EXHIBIT A
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitiesfTrusts (Ownership Interest is 0 or Greater) December 31 2008
Blum Capital Partners LP
4 Investments and interests in real roperty helg by the business en~itY-ortrus=t ___
Name o~ Busines~ Entity Description of business activity Fair Market Value Nature ofInterest
BK Capital Partners IV LP Investment partnership $100001 - $1000000 Partnership RCBA KCI Capital Partners LP Investment partnership $10000 I - $1000000 Partnership RCBA LAF Equity Partners LLc Investment company $100001 - $1000000 Limited Liability Co RCBA Newbridge LAF LLc Investment company $100001 - $1000000 Limited Liability Co Blum Strategic Equity LLC Investment company $10001 - $100000 Limited Liability Co Blum Strategic GP LLc Investment company $100001 - $1000000 Limited Liability Co Stinson Capital Partners LP Stinson Capital Partners D LP
Investment partnership bull Investment partnership
Over $1000000 $0
Partnership Partnership
Stinson Capital Partners QP LP Stinson Capital Partners A LP Stinson Capital Partners M LP
Investment partnership bull Investment partnership bull Investment partnership
Over $1000000 $0 $0
Partnership Partnership Partnership
Stinson Dominion LP Investment partnership $100001 - $1000000 Partnership Stinson Capital Partners L LP Investment partnership $100001 - $1000000 Partnership Blum G C LP Investment partnership $100001 - $1000000 Partnership BLUM GA LLc Investment company $2001 - $10000 Limited Liability Co BLUM GA III LLC Investment company Over $000000 Limited Liability Co BLUM GA Equity Ill LLc Investment company Over $1000000 Limited Liability Co TPG LAF Equity LP Investment partnership $10001 - $100000 Pa~ership
TPG Associates III LP Investment partnership $100001 - $1000000 Partnership Tarrant Venture Partners LP Investment partnership $10001 - $100000 Partnership Lat Am GP LP Investment partnership $0 Partnership TPG Equity IV LP Investment partnership Over $000000 Partnership Lind Family Partnership IV LP Investment partnership $10001 - $100000 Partnership Lind Family Partnership V LP Investment partnership $2001 - $10000 Partnership TPG Management V LP Saddlepoint Partners GP LLC
Investment partnership bull Investment company
Over $000000 $0
Partnership Limited Liability Co
Cevian Capital II LLC Investment company Over $1000000 Limited Liability Co Blum Strategic Partners LP Investment partnership $200 I - $10000 Partnership Blum Strategic Partners II LP Investment partnership $0001 - $100000 Partnership Blum Strategic Partners III LP Investment partnership $10001 - $100000 Partnership Kinetic Concepts Inc Common Stock $100001 - $1000000 Common Stock Avid Technology Common Stock $2001 - $10000 Common Stock eResearch Technology Inc Common Stock $2001 - $10000 Common Stock PRG-Shultz International Inc Common Stock $2001 - $10000 Common Stock Career Education Corporation Common Stock $2001 - $10000 Common Stock Electronics for Imaging Inc Common Stock $2001 - $10000 Common Stock ITT Educational Services Common Stock $2001 - $10000 Common Stock Saddlepoint Equity LLc Investment partnership $10001 - $100000 Partnership TPG Asia Equity V LP Investment partnership $10000 I - $1000000 Partnership
( - Partnership Liquidated during 2008 )
EXHIBIT B
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
- I
Richard C Blum California Form 700 Assuming Omcellnitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 31 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
Name of Business Entit~ Descriltion of business activit~ Fair Market Value Nature of Interest
AEOW 2000 LP Investment partnership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Partners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLC Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment partnership Estancia Ventures LLc Real estate investment middot Faber Street Associates LLC Investment company Francisco Partners LP Investment partnership Greycroft Partners Investment partnership NB Hanaro Partners I L P Investment partnership NB Hanaro Partners II LP Investment partnership Kinetic Concepts Inc Medical Supply Co Lucky Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development OZ Fitness Health Club RAE Common Stock Atmospheric Monitors Saddlepoint Equity LLc Investment partnership Silver Oaks LP Rental Real Estate Stinson Capital Partners LP bull Investment partnership Stinson Capital Partners QP LP middot Investment partnership Strange Collective LLC Investment company Strategic Recovery Fund II Investment partnership Second City Capital Partners I LP Investment partnership Thayer Hotel Investments Ill LLc Hotel investment RCBAmiddotKCI Capital Partners LP bull Investment partnership Blum Capital Partners L P Investment partnership Consortium on Reading Excellence Education Long Bar Argentina middot Investment partnership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business Entity Descriltion of business activity
$10001 - $100000 Over $1 000000 $100001 $1 000000 $10001 -$100000 Over $1000000 Over $1 000000 $10001 - $100000 $10001 -$100000 $10001 - $100000 Over $1 000000 $10000 I - $1 000000 $100001middot$1 000000 Over $1000000
$0 Over $1 000000 $100001 - $1000000 $100001 middot$1 000000 $10000 I - $1 000000 $10000 I $1000000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 Over $1000000 $100001 - $1 000000 $100001 - $1 000000 $10000 I $1 000000
$0 $0
$10001-$100000 $100001 - $1 000000 $100001middot$1000000 $10000 I - $1000000
$0 Over $1 000000
$0 $0 $0
Partnership Limited Partnership Limited Partnership Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Common Stock Reit Limited Partnership Limited Liability Co Limited Liability Co Limited Partnership Limited Partnership Limited Liability Co Partnership Partnership Partnersh i p Partnership Common Stock Limited Liability Co Limited Partnership Common Stock Common Stock Limited Liability Co Limited Partnership Partnership Partnership Limited Liability Co Partnership Partnership Limited Liability Co Partnership Partnership Common Stock Partnership Common Stock
Fair Market Value Nature of Interest
Blum Gc LP Blum GA LLc Blum GA III LLc Blum GA III Equity Partners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLc
Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnership Investment partnersh ip Real estate investment
$1001 -$10000 $10001 - $100000 $1001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $100000 $10001 -$100000 $10001-$100000 $10001 - $100000
Partnership Partnership Partnership Partnership Partnership Partnership Partnership Partnership Limited Liability Co
EXHIBIT C
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
middot~ Richard C Blum California Form 700 Assuming Officellnitial Schedule A-2 Investments Income and Assets of Business EntitieslTrusts (Ownership Interest is 10 or Greater) December 31 2008
Carlton Hotel
3 List the name of each reportable single source of incomeloans of $1 0000 or more
Name of Income Source Description of Business Income
ABC CORP SERVICES Travel Services ALLIEDITPRO Travel Services AMER ACADEMY OF ORTHOPAEDIC Hotel Service AMER DIABETES ASSOC Hotel Service AMER SOCIETY OF HEM OTOLOGY Hotel Service ATr Hotel Service CARLSON WAGONLIT TRAVEL Travel Services CARTER CENTER Hotel Service CONCORD LEISURE TRAVEL Travel Services CONV MGMNT RESOURCES Hotel Service COSMOSGROUP VOYAGES Hotel Service CREATIVE HOLIDAYS Travel Services EXPEDIACOM Travel Services FIRST MARINE DIVISION BAND Hotel Service FTI NORTH AMERICA Travel Services GAME NORDIAC Travel Services GULLIVERS TRAVEL ASSOC Travel Services HARDL Y STRICTLY BLUEGRASS Travel Services HOTEL BEDS USA Hotel Service HOTEL DE Hotel Service ] SPARGO amp ASSOCIATES Hotel Service KUONI-ITAL Y Travel Services KUONI-SWISS Travel Services KUONI-UK Travel Services LEUKEMIA amp LYMPHOMA SOCIETY Hotel Service MARK TRAVEL CORP Travel Services NEW WORLD TRA VEL Travel Services NEW YORKER TRAVEL Travel Services ORACLE OPENWORLD 2008 Hotel Service ORBITZCOM Travel Services PEHPAMEX Travel Services PRICELINECOM Travel Services PYRAMID LAKE PAIUTE TRIBE Hotel Service QANT AS HOLIDAYS Travel Services QUICKBOOK Travel Services ROCKY MOUNTAIN TOURS Travel Services SEMICON Hotel Service SLIMS Hotel Service SLOW FOOD NATION Hotel Service SR TRAVEL Travel Services SWAN Travel Services SWANSONS TRAVEL Travel Services TOURS INTL AMERICA Travel Services TRAVALCO Travel Services TRAVELWEB Travel Services TRA VEL PLAN LTD Travel Services
EXHIBIT D
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
Richard C Blum California Form 700 Assuming OfficeInitial Schedule A-2 Investments Income and Assets of Business Entitiesrrrusts (Ownership Interest is 10 or Greater) December 3 I 2008
Blum Family Partners LP
4 Investments and interests in real property held by the business entity or trust
~ame of Business EntiX Descrietion of business activitr Fair Market Value Nature orInterest
AEOW 2000 LP Investment pannership BBA Foresight LLc Real estate investment BBA Foresight II LLc Real estate investment Bill Press Panners LLC Media Company Blum GA IV LP Investment partnership Blum Holdings Spokane LP Real estate investment BCP Amth LP Investment company CB Richard Ellis Group Inc Real estate investment CBRE RLTY FIN INC Real estate investment CBREUS IV Real estate investment Central Station Land LLc Real estate investment ChrysCapital II LLc Investment company Coral Growth Investments Limited Investment pannership Estancia Ventures LLc Real estate investment Faber Street Associates LLC Investment company Francisco Panners LP Investment partnership Greycroft Panners Investment pannership NB Hanaro Panners I LP Investment pannership NB Hanaro Panners II LP Investment pannership Kinetic Concepts Inc Medical Supply Co Lucl) Bluff(formerly Laurel Inn) Real estate investment Laurimmed LLc Research amp Development
02 Fitness Health Club
RAE Common Stock Atmospheric Monitors
Saddlepoint Equity LLC Investment pannership
Silver Oaks LP Rental Real Estate Stinson Capital Panners LP Investment pannership Stinson Capital Panners QP LP Investment pannership Strange Collective LLC Investment company Strategic Recovery Fund II Investment pannership Second City Capital Panners I LP Investment pannership Thayer Hotel Investments III LLC Hotel investment
RCBA-KCI Capital Panners LP Investment pannership Blum Capital Partners LP Investment pannership Consonium on Reading Excellence Education Long Bar Argentina Investment pannership Social Enterprise Inc Philanthropic
( - Partnership Interest Liquidated during 2008)
Blum Investment Partners Inc
4 Investments and interests in real property held by the business entity or trust
Name of Business EntiX Descrietion of business activity
$10001 -$100000 Over $1 000000 $100001middot $1 000000 $10001 - $100000 Over $1 000000 Over $ I 000000 $10001 - $100000 $10001 - $100000 $10001 - $100000 Over $1 000000 $100001 - $1 000000 $100001 - $1000000 Over $ I 000000
$0 Over $1000000 $100001 - $1000000 $10000 I - $1 000000 $100001 - $1 000000 $100001 - $1 000000 $10001 - $100000 Over $ 1000000 $1 0000 I - $1 000000 Over $1000000 $ I 0000 I - $1 000000 $100001 - $1 000000 $10000 I - $1000000
$0 $0
$10001 - $100000 $100001 - $1000000 $100001 - $1 000000 $10000 I - $1 000000
$0 Over $ I 000000
$0 $0 $0
Fair Market Value
Pannership Limited Pannership Limited Pannership Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Common Stock Reit Limited Pannership Limited Liability Co Limited Liability Co Limited Pannership Limited Pannership Limited Liability Co Pannership Pannership Pannership Pannership Common Stock Limited Liability Co Limited Pannership Common Stock Common Stock Limited Liability Co Limited Pannership Pannership Pannership Limited Liability Co Pannership Partnership Limited Liability Co Pannership Partnership Common Stock Pannership Common Stock
Nature ofIuterest
Blum GC LP Blum GA LLC Blum GA JIl LLC Blum GA JIl Equity Panners LLc Rattlesnake Funding LP Blum Holdings Spokane LP BCP AMTH LP Blum GA IV LP Lucky Bluff LLC
Investment pannersh ip Investment pannership Investment partnership Investment partnership Investment pannership Investment pannership Investment pannership Investment partnership Real estate investment
$1 001 - $10000 $10001 - $100000 $1 001 - $10000 $10001 - $100000 $10001 - $100000 $10001 - $1 00000 $10001 - $100000 $10001 - $100000 $10001 - $100000
Pannership Pannership Pannership Pannership Pannership Pannership Pannership Pannersh ip Limited Liabi li ty Co
EXHIBIT C
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
Richard C Blum Califu~ia F~~m 700- - - -- - - ----- -- middot-middot--middot--i -- -- - --------- - - f--- - ----- ------ --- --- - - 1- middot - - -- ------ - - -- Assuming Officellnitial i ScheduleA-2 1- -----middot--- - -middotmiddot f------ - - ---- _____ _ _ ___ ___ - 1 __ __ _________
Investments Income and Assets of Business EntitieslTrusts
~lership Interest is 10 orGreater) _=-===_imiddot~== ____=-~-= ec~llber 31 2008 __ _ _ _ _ _ _ i _ _____-- - --j
I Carlton Hotel -- - - --------j- - - -shy- - - - -----__ _ --__--__ __--+-_ _--__ --__ shy
i 3 List the name of each reportable single source of incomelloans of $1 0000 or more
------ - _ _- ---- - --- _ _ - --- _ _ __ - -- ----__--_ Name of Income Source Descr~tion of Business Income
__ ___ _ ______ i ABC CORP SERVICES ___ ____ iTravel Services - - - _ __shyALLIEDITPRO ITravel Selvices
=~~~I=~~-==~I~~ ~~ =~~ -===ATl Hotel Service CARLSON WAGONLIT TRAVEL ---Travel S~s-CARTER CENTER - -jHotel Se~ice -- -- - - - shyCONCORD LEISURE TRAVEL - - middot---lTraveJS~middot~ --- -shy
CONV MGMNT RESOURCEs======-~l9tel Service ----=-~ __ ~_ COSMOSGROUP VOYAGES tHotel Service CREATIVE HOLIDAYS _ - ----~l Serices =~------EXPEDIACOM ____ ____ ITravel Services _ FIRST MARINE DIVISION BAND IHotel Service ---- ----1
mNORTH AMERICA --- ITravel Services -shyGAME NORDIAC - - - ---- --- ITravel Services shy- - _ _-------------- - -- --- - - -shyGULLIVERS TRA VEL ASSOlt____ _ _ ___ 1Travel Selvic~~_ ____ _ _ _ _ _ HARDLY STRICTLY BLUEGI0-SS _ _ __ _ _ ITravel Selvic~______ ___ HOTEL BEDS USA Hotel ServiceHOTEL DE-- -- --- middot------rHO~~ - __ _ 0 _ _ _- ice_ _ _ bull _
J SPARGO amp A~~OCIArES __ _ _- - I ----=--_ H~tel Servic~-~~~=-KUONI-ITALY Travel Services KUONI-SWISS -rravel~~~--- ----KUONI-U K ----- - - [Travel Services ----- - -shy
LEUKEMIA amp LYMPHOMA SOCIETY I Ho~el Selvice ----~_~==_~__= MARK TRAVEL CORP ITravel Services NEW WORLD TRAVEL --- tTravel Selvices --- - --shyNEW YORKER TRAVEL --- - -- TraveJSe~~ --------
ORACLE OPENWORLD 2008 iHotel Service middot- - - - -shyORBITZCOM ---- _ iTralel Services -- _______ PEHPAMEX ITravel Services - - -_ shyPRICELINECOM - --- - middotmiddotmiddot - ITravel Services PYRAMID LAKE PAIUTE TRIBE __ Hotel Service _-- __-_----=-_ QANTAS HOLIDAYS iTravel Services QUICKBltOK - - _-- -- -~- --= ___jTravel ~~~ices - --_- - - -- - __
ROCKY MOUNTAIN TOURS iTravel Selvices 1------- - - ----- - - - r - -- - - - -------shySEMICON ~ Hotel Selvice
_ - - ---- _ _-------_ ____A -- --- -shySLIMS iHotel Service
- --- - - - ---middot1-1 ----- - - - - --- ---- SLOW FOOD NATION IHotel Service - -_ - - - ---------_----------=-- _ - - - -- - shySR TRA=-__-=E =--_ _ _ _ _ ___ _____ _ ___ _ i __ _ ___V L _ +T-rav~~ Services _ __---j
SWAN iTravel Services SWANSONS TRAVEL --- - - middot- -middot- --middot--- ----T-~~i Servi~e~ _~~_=-----=
TOURS INTL AMERICA iTravel Services - _- - _middotmiddot - - - - 1 ~-RA ALCO _ _ ____ _ __ lr~~e -__es--------- __------------- _ ___ _ __l__S_erv ic-TRA VELWEB _ ________ __ _ ___ _______j ~~el Se_I-v_c-ic_e_s ____ --- -l
_TRA_ _ LTD _ _ ____ _ _ ___ __ _____ic__ _ _ _~-LAN _ _______i Imiddota_veI SeI-v _ es _ _____
EXHIBIT 0
- 26067505-Regent-Richard-Blum-Financial-Disclosures-2009
- blum 2009 add
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