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 institutional registered investment adviser organized as a limited liability company. The firm is SEC-registered (initial registration recorded in 1993) and serves both individual/family and institutional clients on a percentage-of-AUM fee basis. Its advisory work centers on portfolio management for individuals and small businesses as well as portfolio management for businesses and institutions. Sarofim operates in multiple industry roles beyond advisory work, including functioning as an investment adviser to other vehicles, acting as a trust company, and sponsoring pooled investment vehicles where it can serve as sponsor, general partner or managing member.
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 4Raye White
Executive Vice President, Chief Compliance OfficerCRD 1124375

Alexander Robison
Chief Financial OfficerCRD 6187335

Michele Gibbons
Chief Legal OfficerCRD 7530043
Contacts
3 of 14
Nicholas Zdeblick
Principal & Portfolio ManagerCRD 3254809

Matthew Altenau
Senior Research AnalystCRD 4016586

Daniel Connally
PrincipalCRD 4982932
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
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