Robert Chen — Portal
Demo DAWPY Basis
Robert Chen
Partner, Real Assets · MainFirm
Base Salary
$700K
Target Total Cash
$2.4M
Unrealized Carry
$3.1M
Total Distributed
$570K
Total Compensation Mix
Target Total
$2,555,100
Base Salary Cash Bonus Benefits
Component Est. Annual Value % of Total
Base Salary $700,000
27.4%
Cash Bonus (at target) $1,715,000
67.1%
Benefits & Perks $140,100
5.5%
Healthcare (firm share) $36,000
Dental & Vision $2,400
401(k) Employer Match $42,000
401(k) Profit Sharing $21,000
Life & LTD Insurance $10,500
Additional Perks (est.) $28,200
Target Total Compensation $2,555,100 100%
Benefit values are employer-cost estimates. Carry is annualized across a 4-year vesting period. Bonus shown at target performance level.
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Suggestions for a stronger mix
    Total Rewards
    Cash Compensation
    $700K
    Base Salary
    $1,715,000
    Target Bonus (245%)
    $2,415,000
    Target Total Cash
    Partner Discretionary Bonus Discretionary Effective 2024-01-01
    Payout Bands
    $857,500
    $1,715,000
    $2,730,000
    Satisfactory
    Strong
    Exceptional
    Performance Level% of TargetBonus AmountTotal Cash
    Satisfactory 50% $857,500 $1,557,500
    Strong (target) 100% $1,715,000 $2,415,000
    Exceptional 160% $2,730,000 $3,430,000
    Performance Criteria
    Primary: Real assets fund performance vs. unleveraged infrastructure benchmark; asset management KPIs
    Secondary: Co-investment sourcing, ESG compliance leadership, and team management
    Benefits & Perks
    Health Insurance
    Plan
    Platinum PPO
    Coverage Tier
    Employee + Family
    Firm Pays
    100% of premium
    Dental & Vision
    Included

    401(k) Retirement
    Firm Match
    100% on up to 6% of salary
    Profit Sharing
    +3% (discretionary)
    Max Firm Contribution
    $63,000/yr

    Insurance & Leave
    Life Insurance
    4× base salary ($2,800,000)
    Long-Term Disability
    60% of salary
    PTO
    30 days/year

    Additional Perks
    Executive health screening (annual)
    $1,500/mo transportation allowance
    $5,000 annual financial planning stipend
    executive gym & wellness membership
    529 college savings match up to $2,000/yr
    Carry & Vesting
    Carry Grants (1)
    Grant #FundDateAllocation
    CG-2017-0003 ARA-II 2017-09-01 $3.1M
    Distributions
    DateFundNet AmountStatus
    2023-06-15 ARA-II $259K Distributed
    2022-12-15 ARA-II $311K Distributed
    Vesting Schedule
    DateGrantFundAmountStatus
    2018-09-01 CG-2017-0003 ARA-II $784K Vested
    2019-09-01 CG-2017-0003 ARA-II $784K Vested
    2020-09-01 CG-2017-0003 ARA-II $784K Vested
    2021-09-01 CG-2017-0003 ARA-II $784K Vested
    Documents
    FilenameGrantStatusSigned
    CG-2017-0003-agreement.pdf CG-2017-0003 Signed 2017-09-21