Sarofim Realty Advisors Co is a large advisory firm based in Dallas. It manages $1.46 billion of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Texas.
Sarofim Realty Advisors provides portfolio management for pooled investment vehicles 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 Realty Advisors Co is $1.46 billion. The firm's AUM has grown by 6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sarofim Realty Advisors Co for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to corporations or other businesses, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Sarofim Realty Advisors is state or municipal government entities with 3 clients and $955.76 million of assets under management. Among the 7 most similar advisory firms, Sarofim Realty Advisors has the highest percentage of state or municipal government entities out of all clients.
The amount of regulatory assets under management is $1.46 billion for 7 clients. None of the firm’s clients are foreign persons or businesses.
Sarofim Realty Advisors also advises several private funds. Namely, four real estate funds. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.
The company employs 20 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There isn’t anyone 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.
The principal office where Sarofim Realty Advisors Co performs its advisory services is located at 8115 Preston Road, Suite 400, Dallas, TX 75225 6311, which is also the mailing address of the firm. An additional office of the firm is in Houston, TX. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 214-692-4200 or by fax 214-692-4222. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at sraco.com.