Sarofim International Management Co is a large advisory firm based in Houston. It manages $5.88 billion of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Sarofim International Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Sarofim International Management Co is $5.88 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 200% since the beginning of its operation, and $631.5 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Sarofim International Management Co for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to high net worth individuals and corporations or other businesses. The largest group of clients of Christopher Sarofim is corporations or other businesses with 15 clients and $5.61 billion of assets under management. Among the 9 most similar advisory firms, Sarofim International Management has the highest percentage of corporations or other businesses out of all clients.
The amount of regulatory assets under management is $5.88 billion for 20 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 100% of the firm’s clients are foreign persons or businesses.
Sarofim International Management doesn't advise any private funds.
The company employs 22 people that are either part- or full-time employees. 77 percent of the employees work as investment advisers or researchers. 17 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Christopher Sarofim has been acting as President since 1 May 2007. Reynaldo Reza joined the executive team most recently as the Senior Vice President.
The principal office where Sarofim International Management Co performs its advisory services is located at Two Houston Center, Suite 2907, Houston, TX 77010 1014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 713-654-4484 or by fax 713-654-8184. The normal business hours are 8:30 am - 5:00 pm on Monday - Friday.