Sarofim Realty Advisors LLC
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Learn more about Sarofim Realty Advisors LLC
Overview
Sarofim Realty Advisors LLC is an advisory firm headquartered in Dallas, Texas. The company controls $1.9 billion in total assets throughout four customer accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). The company has a small group, including 5 financial advisors. Sarofim Realty Advisors LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments like stocks, bonds and options.
Sarofim Realty Advisors LLC manages some of the company's accounts on a discretionary basis. Discretionary management is a structure in which transaction judgments for the client's account are made by a portfolio manager without needing to seek client authorization. The company also administers three non-discretionary accounts with a total of $1.4 billion in assets. The investment advisory firm supervises an average of $479.6 million for each client account. The typical advisor at Sarofim Realty Advisors LLC manages fewer than one client account, making it one of the most personalized firms in the country.
Sarofim Realty Advisors LLC's central office is at 2525 Mckinnon St., Suite 530, Dallas, Texas 75201. It is legally permitted to provide services to customers in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sarofim Realty Advisors LLC by the Numbers
$1.9 billion
19
4
$479.6 million
Fee Structure
Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by the company may include some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the company.
Available
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Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sarofim Realty Advisors LLC provides services to pooled investment vehicles, pension plans, state or municipal government entities and corporations. Out of its four clients, Sarofim Realty Advisors LLC's largest client group by number of accounts is pension plans. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sarofim Realty Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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