SourcingSourcing

SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC

C29
CRD 106933·SEC 801-45226·HOUSTON, TX
AUM
$2.41B
$1B+
Est. Revenue
$24.1M
@ 1% on AUM
Est. EBITDA
$7.2M
@ 30% margin
Est. Deal Value
$57.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SAROFIM INTERNATIONAL MANAGEMENT COMPANY LLC
CRD
106933
SEC file #
801-45226
EIN
—
DBA names
Sarofim International Management Co

Economics

AUM
$2.41B
AUM band
$1B+
AUM trajectory
'20'26
$5.88B → $2.41B▼ -59%
Client mix
Corporations11
Individuals High Net Worth3

Operations

Employees (total)
26
Advisory staff (per ADV)
22
Advisory staff (5-yr trend)
'20'26
17 advisors → 22 advisors▲ +29%
Primary office
HOUSTON TX
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SAROFIM FAYEZ & CO
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
9
Control Persons
SAROFIM FAYEZ & CO
WHITE, RAYE, GILLIS
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
106584
Trust Company Affiliate
No

People (22)

22
SAROFIM FAYEZ & CO
Direct Owner · 87.5%
106584
WHITE, RAYE, GILLIS
IAR · Direct Owner · 7.5%
1124375
LEE, JR., WILLIAM, GENTRY
IAR · Executive Officer · 2.5%
4558092
CHRISTENSEN, ALAN, ROBERT
IAR · Executive Officer · 2.5%
5404108
SAROFIM, CHRISTOPHER, BINYON
Executive Officer · 2.5%
2790832
COLUCCI, JOHN
Executive Officer · 2.5%
1972789
Gibbons, Michele, Lew
Executive Officer · 2.5%
7530043
HANNA, WILLIAM, DAVID
Executive Officer · 2.5%
6317237
ROBISON, ALEXANDER, CHASE
Executive Officer · 2.5%
6187335
CRAIN, CATHERINE, PADDOCK
IAR
1987390
REYNALDO (NMN) REZA
IAR
2794248
MICHAEL EDWARD THOMAS
IAR
2119910
LASANDRA LEEANN RICE
IAR
3087557
DICK, SAMUEL, EDWARD CODY
IAR
4612694
DANIEL PATRICK CONNALLY
IAR
4982932
ANTHONY JOHN GRACELY
IAR
4563728
SEARLS, DAVID, T
IAR
4635863
Hengzhe Joseph Li
IAR
8077277
NICHOLAS JOSEPH ZDEBLICK
IAR
3254809
ALTENAU, MATTHEW, MICHAEL
IAR
4016586
ALDER, DOUGLAS, KENNETH
IAR
5404067
VERNON SCOTT PERRY
IAR
2633273