|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sarofim International Management Company LLC
✚
|
|
|---|---|
| CRD # | 106933 |
| SEC # | 801-45226 |
| CIK # | 0000949665, 0000230518 |
| AUM | $2.4 B (2025-06-11) |
| Employees | 28 (75% Investors, 0% Brokers) |
| Phone | 713-654-4484 |
| Address | Two Houston Center, Suite 2907 Houston, TX 77010-1014 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 15 | 2.4 |
| By Discretionary | ||
| Discretionary | 15 | 2.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 15 | 2.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 1.2 | |
| Total | 15 | 2.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000230518] | |
| 13F-NT | [0000949665] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Michaud Capital Management LLC
✚
|
CO | 2.4 |
|
Redswan PC Inc
✚
|
TX | 2.4 |
|
Capstone Financial Advisors Inc
✚
|
IL | 2.4 |
|
SAX Wealth Advisors LLC
✚
|
NJ | 2.4 |
|
ValueQuest Investment Advisors Private Ltd
✚
|
2.4 | |
|
Elevation Point Wealth Partners LLC
✚
|
CO | 2.4 |
|
Anchor Capital Advisors LLC
✚
|
MA | 2.4 |
|
Abner Herrman & Brock LLC
✚
|
NJ | 2.4 |
|
Fragasso Financial Advisors Inc
✚
|
PA | 2.4 |
|
Cincinnati Asset Management Inc
✚
|
OH | 2.4 |