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| Fayez Sarofim & Co LLC
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| CRD # | 106584 |
| SEC # | 801-1725 |
| CIK # | 0000937729 |
| AUM | 35.07 B (2026-05-12) |
| Employees | 54 (41% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 713-654-4484 |
| Address | 845 Texas Avenue Houston, TX 77002 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Tue, 31 Mar 2026 | Tien vs. Nishesh Basavareddy Prediction, Odds to Win Fayez Sarofim & Co. US Men's Clay Court Championship — USA Today |
| Tue, 31 Mar 2026 | 2026 Fayez Sarofim & Co. US Men's Clay Court Championship: Etcheverry [31st] vs. Gomez [182nd] Prediction, Odds and Match Preview — USA Today |
| Tue, 31 Mar 2026 | Tirante vs. Mackenzie McDonald Prediction, Odds to Win Fayez Sarofim & Co. US Men's Clay Court Championship — USA Today |
| Sun, 29 Mar 2026 | Fayez Sarofim & Co. U.S. Men's Clay Court Championship — tennismajors.com |
| Sat, 28 Mar 2026 | Smith vs. Thiago Agustin Tirante Prediction, Odds to Win Fayez Sarofim & Co. US Men's Clay Court Championship — USA Today |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Microsoft Corp | 2.8 | ||
| Alphabet Inc | 2.2 | ||
| Philip Morris International Inc | 1.8 | ||
| Nvidia Corp | 1.7 | ||
| Amazon Com Inc | 1.7 | ||
| Chevron Corp | 1.3 | ||
| Facebook Inc | 1.2 | ||
| Coca Cola Co | 1.2 | ||
| J P Morgan Chase & Co | 0.9 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,465 | 1.7 |
| (b) Individuals (high net worth individuals) | 274 | 14.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 5 | 3.3 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.7 |
| (g) Pension and profit sharing plans | 10 | 0.3 |
| (h) Charitable organizations | 109 | 5.6 |
| (i) State or municipal government entities | 2 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 129 | 9.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,997 | 35.1 |
| By Discretionary | ||
| Discretionary | 2,977 | 34.9 |
| Non-Discretionary | 20 | 0.2 |
| Total | 2,997 | 35.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 33.3 | |
| Total | 2,997 | 35.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000937729] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $23.9B |
| Serves | Institutional, Retail |
| LEI | 549300O50UGGP56RLJ29 |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wealthspire Retirement LLC
✚
|
CA | 38.61 B |
|
Silchester International Investors LLP
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38.57 B | |
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Voya Retirement Advisors LLC
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CT | 37.47 B |
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ASB Capital Management LLC
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MD | 36.68 B |
|
Beutel Goodman & Company Ltd
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|
Clark Capital Management Group Inc
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PA | 35.69 B |
|
Government Portfolio Advisors LLC
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OR | 35.09 B |
|
Stancorp Investment Advisers Inc
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OR | 34.50 B |
|
Steward Partners Investment Advisory LLC
✚
|
CT | 33.52 B |
|
BNY Mellon Advisors Inc
✚
|
NY | 33.48 B |