Sarofim Realty Advisors Llc
- Regulatory AUM
- $1.2B
- Discretionary
- $658M
- Clients
- 4
- Avg AUM / client
- $290M
- Accounts
- 4
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 2 | $634M | 54.6% |
| Pension and profit sharing plans | 1 | $502M | 43.2% |
| Corporations and other businesses | 1 | $24.5M | 2.12% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Jun 2024 · $579M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Sarofim Multifamily Income Fund | Hedge Fund | Delaware | $433M | 80 |
| Sarofim/Wood Partners Development Fund | Hedge Fund | Delaware | $146M | 20 |
People (5)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Raye Gillis White | Chief Compliance Officer | Chartered Investment Counselor | Jul 1982 (44y) | Less than 5% |
| William Gentry Lee, Jr. | Senior Vice President | CFA | Sep 2010 (16y) | Less than 5% |
| Gibbons, Michele, Lew | General Counsel | Sep 2021 (5y) | Less than 5% | |
| Christopher Binyon Sarofim | Trustee | May 2022 (4y) | 75% or more of Sarofim Sgi Voting Trust (indirect) | |
| Douglas Kenneth Alder | President | CFA | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sarofim Fayez & Co | Shareholder | Dec 1977 | A | 75% or more |
| The Sarofim Group, Inc. | Shareholder | Dec 1995 | B | 75% or more of Fayez Sarofim & Co. (indirect) |
| Fayez Sarofim & Co. | Shareholder | Jul 1982 | B | 75% or more of Sarofim Realty Advisors Co. (indirect) |
| Sarofim Sgi Voting Trust | E | May 2022 | B | 75% or more of The Sarofim Group, Inc. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $579M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Sarofim Multifamily Income Fund | Hedge Fund | $433M | $15.0K | 80 |
| Sarofim/Wood Partners Development Fund | Hedge Fund | $146M | $2.0M | 20 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 1.6 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗