Sarofim Realty Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated March 20, 2026, reports $1.2B in regulatory assets under management, 7 employees, and 4 accounts.
Assets Under Management
$1.2B
Employees
7
Offices
--
Total Clients
<5
Primary office
HOUSTON, TX
TWO HOUSTON CENTER, SUITE 2907, HOUSTON, TX, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
2
2
Pension Plans
25.0%
1
3
Corporations
25.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.2Bas of March 20, 2026
Discretionary56.8%
$658M
57% of total RAUM56.8%
Non-discretionary43.2%
$502M
43% of total RAUM43.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.2B
Total Accounts4
10Y AUM Change$-704M (-37.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee1:1
10Y Employee Change-19 (-73.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.