← Back to search
SAROFIM TRUST CO
SAROFIM TRUST CO., LTA
CRD 106590 · SEC 801-13773
845 TEXAS AVENUE, SUITE 2000, HOUSTON, TX, 77002, United States
Phone
713-654-4484
Fax
713-654-8184
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.96B
Discretionary AUM
$12.96B
Team
26 total employees; 22 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-12
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)TRUST SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 86 | $9.32B |
| Pension/profit sharing plans | 1 | $179.7M |
| Charitable organizations | 8 | $3.39B |
| Corporations/business entities | 1 | $68.9M |
States served
TX
Official SEC filing: View on IAPD