Nathan Lewis
Principal, Real Assets · Subsidiary
Base Salary
$380K
Target Total Cash
$806K
Unrealized Carry
$0
Total Distributed
$0
Total Compensation Mix
Target Total
$873,230
Base Salary
Cash Bonus
Benefits
| Component | Est. Annual Value | % of Total | |
|---|---|---|---|
| Base Salary | $380,000 |
|
43.5% |
| Cash Bonus (at target) | $425,600 |
|
48.7% |
| Benefits & Perks | $67,630 |
|
7.7% |
| Healthcare (firm share) | $19,800 | ||
| Dental & Vision | $2,400 | ||
| 401(k) Employer Match | $19,000 | ||
| 401(k) Profit Sharing | $7,600 | ||
| Life & LTD Insurance | $5,130 | ||
| Additional Perks (est.) | $13,700 | ||
| Target Total Compensation | $873,230 | 100% |
Benefit values are employer-cost estimates. Carry is annualized across a 4-year vesting period.
Bonus shown at target performance level.
Your Compensation Summary
AI
Generating your personalized summary…
Suggestions for a stronger mix
Total Rewards
Cash Compensation
$380K
Base Salary
$425,600
Target Bonus (112%)
$805,600
Target Total Cash
Principal Performance Bonus
Hybrid
Effective 2024-01-01
Payout Bands
$255,360
$425,600
$676,400
Meets
Exceeds
Outstanding
| Performance Level | % of Target | Bonus Amount | Total Cash |
|---|---|---|---|
| Meets | 60% | $255,360 | $635,360 |
| Exceeds (target) | 100% | $425,600 | $805,600 |
| Outstanding | 150% | $676,400 | $1,056,400 |
Performance Criteria
Primary: Real assets deal execution, asset management metrics, and individual performance rating (min. 3.5/5.0)
Secondary: ESG reporting, co-investment sourcing, and team development contributions
Benefits & Perks
Health Insurance
- Plan
- Gold PPO
- Coverage Tier
- Employee + Spouse
- Firm Pays
- 90% of premium
- Dental & Vision
- Included
401(k) Retirement
- Firm Match
- 100% on up to 5% of salary
- Profit Sharing
- +2% (discretionary)
- Max Firm Contribution
- $26,600/yr
Insurance & Leave
- Life Insurance
- 3× base salary ($1,140,000)
- Long-Term Disability
- 60% of salary
- PTO
- 25 days/year
Additional Perks
$750/mo transportation allowance
$2,500 annual financial planning stipend
gym & wellness membership
Carry & Vesting
Carry Grants (0)
| Grant # | Fund | Date | Allocation |
|---|---|---|---|
| No grants. | |||
Distributions
| Date | Fund | Net Amount | Status |
|---|---|---|---|
| No distributions. | |||
Vesting Schedule
| Date | Grant | Fund | Amount | Status |
|---|---|---|---|---|
| No vesting events. | ||||
Documents
| Filename | Grant | Status | Signed |
|---|---|---|---|
| No documents. | |||