Sarofim Trust Co., Lta
● SEC registered since 1978CRD 106590SEC# 801-13773Houston, TX
Reg. AUM
$12.96B
Employees
26
Accounts
96
Location
Houston, TX
Sarofim Trust Co., Lta assets under management
Sarofim Trust Co., Lta operates as an SEC-registered investment adviser based in Houston, TX. The firm has been registered since 1978. It reports $13 billion in regulatory assets under management and employs 26 people.
Sarofim Trust Co., Lta owners & executives
14 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Robert Christensen | Director | Under 5% | 2022 |
| Alexander Chase Robison | Chief Financial Officer | Under 5% | 2024 |
| Catherine Paddock Crain | Director | Under 5% | 2026 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sarofim Trust Co., Lta manage?
Sarofim Trust Co., Lta reports $13 billion in regulatory assets under management on its Form ADV.
How many employees does Sarofim Trust Co., Lta have?
Sarofim Trust Co., Lta reports 26 employees.
Where is Sarofim Trust Co., Lta located?
Sarofim Trust Co., Lta is based in Houston, TX and has been SEC-registered since 1978.
Does Sarofim Trust Co., Lta disclose fund performance?
Sarofim Trust Co., Lta is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 845 Texas Avenue, Suite 2000, Houston, TX 77002 |
| Phone | 713-654-4484 |
| Fax | 713-654-8184 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| CIK | 230518 |
| Discloses disciplinary history | No |
Regulatory AUM
$12.96B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 20%
More than 80% of 16,825 advisers
Assets under management
$12.96Bregulatory AUM
Discretionary $12.96B