Lobbying

Institute for Portfolio Alternatives's latest lobbying report covers Q2 2026, at $50K. The four quarters Q4 2025–Q3 2026 total $150K. Its first report covers Q2 2024; the issues it reports most are Financial Institutions/Investments/Securities and Retirement.

Institute for Portfolio Alternatives

Latest quarter
No record
Q3 2026 · 0 reports
Last 12 months
$150K
Last 4 quarters
vs last quarter
−100.0%
Q3 2026 against the quarter before
First report
Q2 2024
The first quarter a report named it

Lobbying by quarter

Institute for Portfolio Alternatives lobbying by quarter
Institute for Portfolio Alternatives lobbying by quarter
QuarterAmountReports
Q2 2024$50K1
Q3 2024$50K1
Q4 2024$50K1
Q1 2025$50K1
Q2 2025$50K1
Q3 2025$50K1
Q4 2025$50K1
Q1 2026$50K1
Q2 2026$50K1
Q3 2026$00

By issue

  • Financial institutions and securities$145.8K · 9 reports
  • Retirement$145.8K · 9 reports
  • Taxation$145.8K · 9 reports
  • Housing$12.5K · 1 reports

An issue's amount splits each report's amount equally over the issues the report lists.

Who was lobbied

  • HOUSE OF REPRESENTATIVES9 reports
  • Securities & Exchange Commission (SEC)9 reports
  • SENATE9 reports
  • Labor, Dept of (DOL)6 reports

Firms it paid

Firm
Mindset Advocacy$450K9 quarters

Former officials lobbying for it

Former position
CHRIS BROWNSenior Professional Staff, House Financial Services CommitteeQ2 2026
CLEMENT ABONYI jrChief of Staff, Maxine Waters; Special Assistant, Legislative Affairs, US Treasury; Member Services Director, Member Services Coordinator, Staff Assistant, House Financial Services CommitteeQ2 2026
KATHERINE BONNERChief of Staff, Rep. Lloyd Smucker; Legislative Assistant, Rep. Jeb Bradley; Legislative Correspondent, Rep. Jeb Bradley; Staff and Press Assistant, Rep. Jeb BradleyQ2 2026
KENDRA KOSKO ISAACSONPensions Policy Director and Senior Tax Counsel, Sen. Patty MurrayQ2 2026
LANGSTON EMERSONSenior Legislative Assistant, Rep. Michael Capuano; Legislative Assistant, Rep. Carolyn KilpatrickQ2 2026
LISA PETOChief Counsel, House Financial Services Committee Majority StaffQ2 2026
WILLIAM CAMPBELL KING MUELLERDeputy Assistant Secretary, Banking and FinanceQ2 2026
REBECCA ALCORNSenior Policy Advisor, Sen. Mike Crapo and Policy Advisor, Senate Finance Committee; Legislative Assistant, Rep. Renee EllmersQ3 2025
BRANT IMPERATORESenior Counsel, House Financial Services CommitteeQ2 2025

Lobbying reports

Filed by
07/20for Q2Mindset Advocacy$50K
04/20for Q1Mindset Advocacy$50K
01/20for Q4 2025Mindset Advocacy$50K
25/10/20for Q3 2025Mindset Advocacy$50K
25/07/17for Q2 2025Mindset Advocacy$50K
25/04/21for Q1 2025Mindset Advocacy$50K
25/01/17for Q4 2024Mindset Advocacy$50K
24/10/21for Q3 2024Mindset Advocacy$50K
24/07/22for Q2 2024Mindset Advocacy$50K
24/05/28for Q2 2024Mindset AdvocacyUnder $5,000