{
  "crd_number": 106931,
  "slug": "sarofim-realty-advisors-llc-houston-tx-106931",
  "primary_business_name": "SAROFIM REALTY ADVISORS LLC",
  "legal_name": "SAROFIM REALTY ADVISORS LLC",
  "dbas": [
    "SAROFIM REALTY ADVISORS LLC"
  ],
  "city": "Houston",
  "state": "TX",
  "country": "United States",
  "cbsa_code": "26420",
  "metro": {
    "cbsa_code": "26420",
    "common_name": "Houston",
    "msa_name": "Houston-Pasadena-The Woodlands, TX",
    "path": "/advisors/tx/houston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1993-11-16",
  "years_registered": 32,
  "period": "2026-10-01",
  "filing_date": "2026-05-12",
  "carried_forward": false,
  "raum_total": 1160162820.0,
  "raum_discretionary": 658393179.0,
  "raum_non_discretionary": 501769641.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": null,
  "clients_by_type": {
    "pension_profit_sharing": {
      "raum": 501769641.0,
      "count": 1
    },
    "pooled_investment_vehicles": {
      "raum": 633852910.0,
      "count": 2
    },
    "corporations_other_businesses": {
      "raum": 24540269.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "TX"
  ],
  "websites": [
    "https://sraco.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106931",
  "city_as_filed": "HOUSTON",
  "url": "https://advisorcensus.com/firm/sarofim-realty-advisors-llc-houston-tx-106931",
  "display_name": "Sarofim Realty Advisors LLC",
  "summary": "Sarofim Realty Advisors LLC is an SEC-registered investment advisory firm in Houston, TX, registered since 1993, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated May 12, 2026.",
  "citation": "AdvisorCensus. Sarofim Realty Advisors LLC (CRD 106931): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Sarofim Realty Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sarofim Realty Advisors LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Sarofim Realty Advisors LLC located?",
      "a": "Sarofim Realty Advisors LLC's principal office is in Houston, TX, according to its Form ADV."
    },
    {
      "q": "Is Sarofim Realty Advisors LLC registered with the SEC or a state?",
      "a": "Sarofim Realty Advisors LLC is an SEC-registered investment advisory firm, registered since 1993. Status as filed: Approved. CRD 106931."
    },
    {
      "q": "How much does Sarofim Realty Advisors LLC manage?",
      "a": "Sarofim Realty Advisors LLC reports $1,160,162,820 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (57% discretionary)."
    },
    {
      "q": "How have Sarofim Realty Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sarofim Realty Advisors LLC: Regulatory assets under management: $1,425,030,288 in the October 2021 data and $1,160,162,820 in the October 2026 data, down 19%. Total employees: 14 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sarofim Realty Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2); pension and profit sharing plans (but not the plan participants or government pension plans) (1); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Does Sarofim Realty Advisors LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/106931"
    },
    {
      "q": "What changed in Sarofim Realty Advisors LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1425030288.0,
      "total_employees": 14,
      "filing_date": "2021-03-31"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1668587020.0,
      "total_employees": 21,
      "filing_date": "2022-08-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1918236621.0,
      "total_employees": 19,
      "filing_date": "2023-03-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1885142360.0,
      "total_employees": 6,
      "filing_date": "2024-06-04"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1122752795.0,
      "total_employees": 7,
      "filing_date": "2025-06-11"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1160162820.0,
      "total_employees": 7,
      "filing_date": "2026-05-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sarofim-realty-advisors-llc-houston-tx-106931.md",
  "clients": [
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 633852910.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 501769641.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 24540269.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/106931",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}