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SAROFIM REALTY ADVISORS LLC

HOUSTON, TX · CRD 106931 · IAPD ↗ · sraco.com · 713-654-4484

$1.16BRegulatory AUM
4Advisory reps
7Employees
0Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

35
April 2025 — SAROFIM REALTY ADVISORS LLC reported RAUM down 45% ($1.89B -> $1.04B).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
40
June 2024 — SAROFIM REALTY ADVISORS LLC shrank from 6 to 4 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
35
April 2024 — SAROFIM REALTY ADVISORS LLC moved its main office from DALLAS, TX to HOUSTON, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.