SAROFIM REALTY ADVISORS LLC

Latest filing: Jun 04, 2024 (148 days ago)

AUM

$1,885,142,360
-2% change vs. 1 year ago
32% change vs. 3 years ago
29% change vs. 5 years ago
-36% change vs. 10 years ago

Employee Count

6
-68% change vs. 1 year ago
-57% change vs. 3 years ago
-70% change vs. 5 years ago
-83% change vs. 10 years ago

Main Office

HOUSTON, TX
TWO HOUSTON CENTER, SUITE 2907, HOUSTON, TX, UNITED STATES, 77010

Client AUM

Discretion AUM
Discretionary $0.6
Non-Discretionary $1.3
Total $1.9
Client AUM
Retail $0.0
Pooled $0.6
Institutional $1.3
Total $1.9
Retail Accounts AUM
Individual 0 $0.0
Average Individual AUM $0
HNW 0 $0.0
Average HNW AUM $0
Retail Total 0 $0.0
Average Retail AUM $0

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian Location AUM

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown AUM
Total SMA AUM $1.3
Retail SMA AUM $0.0
Institutional SMA AUM $1.3
Asset Class % AUM
Equity Exch 0% $0.0
Equity Non-Exch 0% $0.0
Govt Agency 0% $0.0
Municipal 0% $0.0
Sovereign 0% $0.0
IG Credit 0% $0.0
HY Credit 0% $0.0
Derivatives 0% $0.0
Investment Companies 0% $0.0
Other Pools 0% $0.0
Cash 0% $0.0
Other 100% $1.3
Total 100% $1.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates AUM Business Types CRD Number
FAYEZ SAROFIM & CO., LLC $31.4 106584
SAROFIM TRUST CO., LTA $7.1 trust company 106590
SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC $5.7 106933

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

9 active

Name Title
WHITE, RAYE, GILLIS CHIEF COMPLIANCE OFFICER
LEE, JR., WILLIAM, GENTRY SENIOR VICE PRESIDENT
GIBBONS, MICHELE, LEW GENERAL COUNSEL
SAROFIM, CHRISTOPHER, BINYON TRUSTEE
ALDER, DOUGLAS, KENNETH PRESIDENT

ADVDB.CO • SOURCE: SEC

Representatives

No representatives found with matching CRD

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2024-10-01 $1.9 $0.0 0% 6 0 0%
2024-04-02 $1.9 $0.0 0% 21 -15 -71%
2023-04-04 $1.9 $0.0 -2% 19 -13 -68%
2022-04-01 $1.8 $0.1 5% 21 -15 -71%
2021-04-05 $1.4 $0.5 32% 14 -8 -57%
2020-04-01 $1.5 $0.4 23% 21 -15 -71%
2019-04-01 $1.5 $0.4 29% 20 -14 -70%
2018-04-02 $1.7 $0.2 11% 23 -17 -74%
2017-04-01 $1.9 $0.0 1% 26 -20 -77%
2016-04-01 $2.6 -$0.7 -27% 27 -21 -78%
2015-04-01 $2.9 -$1.0 -36% 34 -28 -82%
2014-04-01 $3.0 -$1.1 -36% 36 -30 -83%
2013-04-01 $2.4 -$0.5 -22% 35 -29 -83%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
TX, TX-12/17/1993
ADVISER ACTIVITIES
PORTFOLIO MANAGEMENT (POOLS)
PORTFOLIO MANAGEMENT (SMB)
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV