SAROFIM REALTY ADVISORS LLC

RIASEC RegisteredEst. 1993
Total AUM
$1.2B
Discretionary
$658M
57% of AUM
Avg account
$290M
Accounts
4
Employees
7
Advisory reps
7

Firm details

Headquarters
HOUSTON, Texas
CRD number
106931
Registered since
November 16, 1993
Website
sraco.com
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles54.63%
  • Pension & Profit Sharing Plans43.25%
  • Corporations / Businesses2.12%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Sarofim Realty Advisors LLC is an SEC-registered adviser (registered in 1993) organized as an LLC that manages pooled real estate and hedge fund strategies for institutional clients. It operates as an investment manager to pooled vehicles and to businesses or institutions, and it charges both a percentage-of-AUM fee and performance-based fees. The firm is not positioned as a multi-state adviser, does not identify as an active ESG investor, and is not a capital allocator to third-party managers; instead it runs its own funds and serves institutional investors. Regulatory filings list the adviser as having affiliations that include other investment-adviser activities, trust-company relationships, and sponsor/GP/managing-member roles in pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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: Other 100%100%
  • Other100%

Owners & executives

2 of 2
  • ALEXANDER ROBISON

    Chief Financial OfficerCRD 6187335

  • Michele Gibbons

    Chief Legal OfficerCRD 7530043

Contacts

3 of 5
  • WILLIAM HANNA

    Vice PresidentCRD 6317237

  • CHRISTOPHER SAROFIM

    ChairmanCRD 2790832

  • MATTHEW ALTENAU

    Senior Research AnalystCRD 4016586

Unlock 2 more contacts

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