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| Happy Holidays!! thanks for using AUM13F!! |
| Sarofim Trust Co LTA
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|---|---|
| CRD # | 106590 |
| SEC # | 801-13773 |
| CIK # | 0000230518 |
| AUM | $12.0 B (2025-06-11) |
| Employees | 28 (75% Investors, 0% Brokers) |
| Phone | 713-654-4484 |
| Address | Two Houston Center Houston, TX 77010-1014 |
| Source | [IAPD] [EDGAR] |
| Total AUM ($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) | 78 | 8.7 |
| (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 | 1 | 0.2 |
| (h) Charitable organizations | 8 | 3.0 |
| (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 | 3 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 90 | 12.0 |
| By Discretionary | ||
| Discretionary | 90 | 12.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 90 | 12.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 12.0 | |
| Total | 90 | 12.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-NT | [0000230518] |
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