Sanders Morris LLC

Overview

Sanders Morris LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2006. The firm positions itself as a capital allocator for an individual- and family-centered client base, offering a mix of advisory and brokerage services — it operates as an RIA while also conducting broker-dealer and insurance brokerage activities. Its advisory menu covers financial planning, discretionary and nondiscretionary portfolio management for individuals, small businesses, pooled vehicles and institutions, plus pension consulting and the selection of outside advisers. Fees are charged by percentage of AUM, fixed fees, and in some cases performance-based arrangements. The firm does not describe itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices