Sarofim Trust Co

Overview

Sarofim Trust Co. is a trust company organized as an LLC and registered with the SEC since 1978. It provides fiduciary and portfolio management services to individual, family and institutional clients and charges fees as a percentage of assets under management. The firm’s advisory scope on its Form ADV covers portfolio management for individuals/small businesses as well as for businesses and institutions. Filings also indicate it acts in sponsor/manager roles for pooled investment vehicles (sponsor of LPs and as GP/managing member), in addition to functioning as a qualified custodian. Sarofim does not identify as an active ESG investor and is not designated as a multi-state or newly formed adviser. It is not described as a capital allocator in the snapshot, which suggests the firm primarily manages trust and fiduciary mandates rather than operating as an external allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives