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| Happy Holidays!! thanks for using AUM13F!! |
| Sarofim Realty Advisors LLC
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|---|---|
| CRD # | 106931 |
| SEC # | 801-44655 |
| CIK # | |
| AUM | $1.1 B (2025-06-11) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 713-654-4484 |
| Address | Two Houston Center, Suite 2907 Houston, TX 77010 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Sarofim/Wood Partners Development Fund | [2024-03-30] | 0.0 | 150.6 |
| HF | Sarofim Multifamily Income Fund | [2022-03-31] | 215.9 | 416.3 |
| RE | Sarofim Investors Realty Fund PI | 2016-05-03 | 1.5 | |
| RE | Sarofim Investors Realty Fund PIII | 2016-05-03 | 0.1 | |
| RE | Sarofim Realty Investors Fund PII | 2016-05-03 | 3.1 | |
| RE | Sarofim Multifamily Partners II LP | [2012-03-30] | 0.4 | |
| RE | Sarofim Multifamily Partners II PF LP | [2012-03-30] | 0.2 | |
| RE | Sarofim Multifamily Partners LP | 2012-03-30 | 0.4 |
| 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) | 0 | 0.0 |
| (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 | 2 | 0.6 |
| (g) Pension and profit sharing plans | 1 | 0.5 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4 | 1.1 |
| By Discretionary | ||
| Discretionary | 3 | 0.6 |
| Non-Discretionary | 1 | 0.5 |
| Total | 4 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 4 | 1.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| iCapital PE GP LLC | 470 | |||
| Max Schwartz | 143 | |||
| Scott Fitzgerald | 9 | |||
| Scott Robinson | 25 | |||
| Greg Laczkowski | 2 | |||
| Jennifer White | 2 | |||
| Kimberlee Nelson | 1 | |||
| Ann Melasky | 1 | |||
| Matthew Leyrer | 1 | |||
| Douglas Adler | 1 | |||
| View All | ||||
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