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CRD 106931
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| SAROFIM MULTIFAMILY INCOME FUND | Hedge Fund | $433M | Jun 4, 2024 | 80 | Mar 31, 2022 | reported | 021-426509 |
| SAROFIM/WOOD PARTNERS DEVELOPMENT FUND | Hedge Fund | $146M | Jun 4, 2024 | 20 | Mar 30, 2024 | reported | 021-485169 |
| SAROFIM REALTY INVESTORS FUND PII | Real Estate Fund | $3.1M | Mar 29, 2019 | 2 | May 3, 2016 | dropped | n/a |
| SAROFIM INVESTORS REALTY FUND PI | Real Estate Fund | $1.5M | Mar 29, 2019 | 2 | May 3, 2016 | dropped | n/a |
| SAROFIM MULTIFAMILY PARTNERS, L.P. | Real Estate Fund | $424,100 | Mar 29, 2019 | 4 | Mar 30, 2012 | dropped | 021-73954 |
| SAROFIM MULTIFAMILY PARTNERS II, L.P. | Real Estate Fund | $368,500 | Mar 16, 2017 | 4 | Mar 30, 2012 | dropped | 021-111404 |
| SAROFIM MULTIFAMILY PARTNERS II (PF), L.P. | Real Estate Fund | $181,500 | Mar 16, 2017 | 1 | Mar 30, 2012 | dropped | 021-123980 |
| SAROFIM INVESTORS REALTY FUND PIII | Real Estate Fund | $69,257 | Mar 31, 2021 | 2 | May 3, 2016 | dropped | n/a |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ALDER, DOUGLAS, KENNETH | President | Na | yes | 01/2024 | Feb 8, 2024 | Jun 4, 2024 |
| FAYEZ SAROFIM & CO. | Shareholder | E | yes | 07/1982 | Mar 30, 2012 | Jun 4, 2024 |
| SAROFIM FAYEZ & CO | Shareholder | E | yes | 12/1977 | Mar 30, 2012 | Jun 4, 2024 |
| SAROFIM SGI VOTING TRUST | E | E | yes | 05/2022 | Aug 16, 2022 | Jun 4, 2024 |
| SAROFIM, CHRISTOPHER, BINYON | Trustee | E | yes | 05/2022 | Mar 28, 2013 | Jun 4, 2024 |
| THE SAROFIM GROUP, INC. | Shareholder | E | yes | 12/1995 | Mar 30, 2012 | Jun 4, 2024 |
| WHITE, RAYE, GILLIS | CHIEF COMPLIANCE OFFICER | Na | yes | 07/1982 | Mar 30, 2012 | Jun 4, 2024 |
| Gibbons, Michele, Lew | GENERAL COUNSEL | Na | no | 09/2021 | Mar 31, 2022 | Jun 4, 2024 |
| LEE, JR., WILLIAM, GENTRY | SENIOR VICE PRESIDENT | Na | no | 09/2010 | Mar 30, 2012 | Jun 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| FAYEZ SAROFIM & CO., LLC | n/a | Mixed wealth | $35B | Y | yes | n/a |
| SAROFIM TRUST CO., LTA | n/a | Independent wealth | $13B | N | yes | n/a |
| SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC | n/a | Mixed wealth | $2.4B | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $1.2B | $658M | 7 | 4 | 0 | 2 | n/a |
| 2024 | Mar 31, 2025 | $1.0B | $588M | 6 | 4 | 0 | 2 | n/a |
| 2023 | Mar 30, 2024 | $1.9B | $622M | 21 | 6 | 0 | 2 | $579M |
| 2022 | Mar 29, 2023 | $1.9B | $515M | 19 | 5 | 0 | 1 | $477M |
| 2021 | Mar 31, 2022 | $1.8B | $550M | 21 | 6 | 0 | 1 | $310M |
| 2020 | Mar 31, 2021 | $1.4B | $204M | 14 | 5 | 1 | 1 | $69,257 |
| 2019 | Mar 16, 2020 | $1.5B | $212M | 21 | 7 | 1 | 1 | $106,726 |
| 2018 | Mar 14, 2019 | $1.5B | $894M | 20 | 6 | 1 | 4 | $7.2M |
| 2017 | Mar 15, 2018 | $1.7B | $820M | 23 | 7 | 1 | 4 | $270M |
| 2016 | Mar 16, 2017 | $1.9B | $648M | 26 | 8 | n/a | 6 | $213M |
| 2015 | Mar 17, 2016 | $2.6B | $1.3B | 27 | 8 | n/a | 3 | $79.4M |
| 2014 | Mar 27, 2015 | $2.9B | $1.8B | 34 | 10 | n/a | 3 | $76.2M |
| 2013 | Mar 27, 2014 | $3.0B | $1.7B | 36 | 10 | n/a | 3 | $427M |
| 2012 | Mar 28, 2013 | $2.4B | $1.3B | 35 | 10 | n/a | 3 | $435M |
| 2011 | Mar 30, 2012 | $2.2B | $869M | n/a | n/a | n/a | 3 | $587M |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.2B | $1.0B | 11.9% | $1.9B | -15.4% | 7 | 6 | 0 | 0 |