SAROFIM TRUST CO

RIASEC RegisteredEst. 1978

Total AUM

$13B

Discretionary

$13B

100% of AUM

Avg account

$135M

Accounts

Employees

Advisory reps

Firm details

Headquarters: HOUSTON, Texas
CRD number: 106590
Registered since: April 13, 1978
Website: www.sarofim.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO., J.P. MORGAN SECURITIES INC., GOLDMAN SACHS & CO. LLC
Fee structure: Percentage of AUM
Client types: HNWI71.94%
Charitable Organizations26.14%
Pension & Profit Sharing Plans1.39%
Corporations / Businesses0.53%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

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.