Fayez Sarofim & Co is an investment advisor in Houston with $32.86 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
741312679
SEC advisor number
801-1725
FINRA CRD number
106584
AUM ?
$32.86 bn
(as of 28 Jul 22)
Accounts
3,015
(as of 28 Jul 22)
Employees
49
(21 investment advisory or research)
Address
Fayez Sarofim & Co
TWO HOUSTON CENTER
SUITE 2907
HOUSTON
TX 77010
TWO HOUSTON CENTER
SUITE 2907
HOUSTON
TX 77010
Office hours
Monday - Friday, 8:30 AM - 5:00 PM
Phone
7136544484
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
White, Raye, Gillis | Director, Executive Vice President, Secretary, Treasurer, Chief Compliance Officer | 08/1958 | < 5% |
Reza, Reynaldo, (NMN) | Senior Vice President | 08/2015 | < 5% |
Sheedy, Charles, Edmund | Senior Vice President | 10/1986 | < 5% |
Lee, JR., William, Gentry | Director, Chief Executive Officer and Chief Investment Officer | 05/2022 | < 5% |
Christensen, Alan, Robert | President and Head of Investment Risk | 11/2015 | < 5% |
Sarofim, Christopher, Binyon | Director and Chairman | 05/2022 | < 5% |
the Sarofim Group, Inc. | Shareholder | 12/2011 | > 75% |
Gibbons, Michele, Lew | General Counsel | 09/2021 | < 5% |
Sarofim Sgi Voting Trust | E | 05/2022 | > 75% |
Sarofim, Christopher, Binyon | Trustee | 05/2022 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
SC 13G/A
SABINE ROYALTY TRUST
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
SC 13G/A
SABINE ROYALTY TRUST
7 Apr 22