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SANDERS MORRIS LLC

HOUSTON, TX · CRD 20580 · IAPD ↗ · 713-224-3100

$576.1MRegulatory AUM
13Advisory reps
27Employees
0Clients
0Planning clients
0Private funds
53States
20Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — SANDERS MORRIS LLC reported RAUM down 42% ($991.7M -> $576.1M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
70
April 2024 — SANDERS MORRIS LLC crossed $500M in regulatory AUM ($492.3M -> $819.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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