SAROFIM INTERNATIONAL MANAGEMENT CO

RIASEC RegisteredEst. 1993
Total AUM
$2.4B
Discretionary
$2.4B
100% of AUM
Avg account
$172M
Accounts
14
Employees
26
Advisory reps
19

Firm details

Headquarters
HOUSTON, Texas
CRD number
106933
Registered since
November 22, 1993
Custodians
PAPAMARKOU WELLNER & CO., INC., CREDIT SUISSE
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses61.14%
  • HNWI38.86%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sarofim International Management Co. is an SEC-registered investment adviser organized as an LLC and active since 1993. It manages portfolios for both individuals/families and institutional clients, charging fees as a percentage of assets under management. The firm’s advisory mandate covers discretionary portfolio management for individuals/small businesses and for businesses or institutional clients. The snapshot classifies the firm as not a capital allocator and not an active ESG investor; it is also not listed as a multi-state or related adviser in the provided data. Organizational ownership is reported as a domestic entity with individual ownership elements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 99%, Cash & Cash Equivalents 1%99%
  • Exchange Traded Equities99%
  • Cash & Cash Equivalents1%

Owners & executives

3 of 4
  • ALEXANDER ROBISON

    Chief Financial OfficerCRD 6187335

  • JOHN COLUCCI

    Chief Operating OfficerCRD 1972789

  • RAYE WHITE

    Executive Vice President, Chief Compliance OfficerCRD 1124375

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Contacts

3 of 15
  • VERNON PERRY

    Partner and Senior Portfolio ManagerCRD 2633273

  • MATTHEW ALTENAU

    Senior Research AnalystCRD 4016586

  • DAVID SEARLS

    Vice PresidentCRD 4635863

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HOUSTON, TX

HARRIS

Location

HOUSTON, TX

Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.

Metro area
Houston-The Woodlands, TX
Region
South
County
HARRIS
Address
845 Texas St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth