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Sarofim Trust Co., Lta

● SEC registered since 1978CRD 106590SEC# 801-13773Houston, TX
Export (members)
Reg. AUM
$11.99B
Employees
28
Accounts
90
Location
Houston, TX

Sarofim Trust Co., Lta assets under management

Sarofim Trust Co., Lta operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1978. It reports $12 billion in regulatory assets under management and employs 28 people.

Sarofim Trust Co., Lta owners & executives

14 reported
NameTitleOwnershipSince
Alan Robert ChristensenDirectorUnder 5%2022
Alexander Chase RobisonChief Financial OfficerUnder 5%2024
Christopher Binyon SarofimChairmanUnder 5%2022
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Frequently asked questions

How much does Sarofim Trust Co., Lta manage?

Sarofim Trust Co., Lta reports $12 billion in regulatory assets under management on its Form ADV.

How many employees does Sarofim Trust Co., Lta have?

Sarofim Trust Co., Lta reports 28 employees.

Where is Sarofim Trust Co., Lta located?

Sarofim Trust Co., Lta is based in Houston, TX and has been SEC-registered since 1978.

Does Sarofim Trust Co., Lta disclose fund performance?

Sarofim Trust Co., Lta is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressTwo Houston Center, Suite 2907, Houston, TX 77010-1014
Phone713-654-4484
Fax713-654-8184
Office hours8:30 a.m. - 5:00 p.m.
SEC regionFort Worth Regional Office (FWRO)
CIK230518
Discloses disciplinary historyNo

Assets under management

Discretionary$11.99B
Non-discretionary$0
Total (RAUM)$11.99B