SAROFIM INTERNATIONAL MANAGEMENT CO
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 106933
- Registered since
- November 22, 1993
- Website
- www.sarofim.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Owners & executives
3 of 4ALEXANDER ROBISON
Chief Financial OfficerCRD 6187335
JOHN COLUCCI
Chief Operating OfficerCRD 1972789
RAYE WHITE
Executive Vice President, Chief Compliance OfficerCRD 1124375
Contacts
3 of 15VERNON PERRY
Partner and Senior Portfolio ManagerCRD 2633273
MATTHEW ALTENAU
Senior Research AnalystCRD 4016586
DAVID SEARLS
Vice PresidentCRD 4635863
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
SIMMONS L E & ASSOCIATES INC
RIAHOUSTON, TX
EOC PARTNERS ADVISORS L.P.
RIAHOUSTON, TX
KA CREDIT ADVISORS, LLC
RIAHOUSTON, TX
ICON WEALTH PARTNERS
RIAHOUSTON, TX
NORTH HUDSON RESOURCE PARTNERS LP
RIAHOUSTON, TX
EIV CAPITAL, LLC
RIAHOUSTON, TX