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| Sarofim Realty Advisors LLC
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|---|---|
| CRD # | 106931 |
| SEC # | 801-44655 |
| CIK # | |
| AUM | 1,160.2 M (2026-05-12) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 713-654-4484 |
| Address | 845 Texas Avenue Houston, TX 77002 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Sarofim/Wood Partners Development Fund | [2024-03-30] | 228.9 M | |
| Filed 2023-06-26 (D) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| HF | Sarofim Multifamily Income Fund | [2022-03-31] | 215.9 M | 404.9 M |
| Filed 2025-06-26 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $2,000,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | Sarofim Investors Realty Fund PI | 2016-05-03 | 1.5 M | |
| RE | Sarofim Investors Realty Fund PIII | 2016-05-03 | 0.1 M | |
| RE | Sarofim Realty Investors Fund PII | 2016-05-03 | 3.1 M | |
| RE | Sarofim Multifamily Partners II LP | [2012-03-30] | 0.4 M | |
| RE | Sarofim Multifamily Partners II PF LP | [2012-03-30] | 0.2 M | |
| RE | Sarofim Multifamily Partners LP | 2012-03-30 | 0.4 M | |
| AUM Breakdown | Accounts | AUM ($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 | 1.2 |
| By Discretionary | ||
| Discretionary | 3 | 0.7 |
| Non-Discretionary | 1 | 0.5 |
| Total | 4 | 1.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.2 | |
| Total | 4 | 1.2 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| iCapital Pe GP LLC | Promoter | 551 | 9 | |
| Max Schwartz | Executive Officer | 214 | 5 | |
| Scott Fitzgerald | Executive Officer | 10 | 4 | |
| Scott Robinson | Executive Officer | 25 | 2 | |
| iCapital Pe GP LLC | Promoter | 19 | 2 | |
| Greg Laczkowski | Executive Officer | 2 | 2 | |
| Jennifer White | Executive Officer | 2 | 2 | |
| Ann Melasky | Executive Officer | 1 | 1 | |
| Kimberlee Nelson | Executive Officer | 1 | 1 | |
| Matthew Leyrer | Executive Officer | 1 | 1 | |
| Douglas Adler | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.3B |
| Serves | Institutional |
| Fund Types | Hedge Fund, Real Estate |
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