SAROFIM TRUST CO., LTA
Legal name: SAROFIM TRUST CO
CRD #106590 SEC #801-13773 HOUSTON, TX 713-654-4484
SEC Registered
Total AUM
$12B
Discretionary
$12B
Employees
28
Clients
--
Accounts
90
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $12B | $12B | $0 | 28 | 0 |
| Mar 2025 | $12.2B | $12.2B | $0 | 28 | 0 |
| Mar 2024 | $7.1B | $7.1B | $0 | 28 | 0 |
| May 2023 | $811.5M | $811.5M | $0 | 25 | 0 |
| Mar 2023 | $811.5M | $811.5M | $0 | 25 | 0 |
| Jul 2022 | $726.1M | $726.1M | $0 | 26 | 0 |
| Mar 2022 | $827.8M | $827.8M | $0 | 27 | 0 |
| Mar 2021 | $683.4M | $683.4M | $0 | 23 | 0 |
| Jun 2020 | $659.7M | $659.7M | $0 | 23 | 0 |
| Mar 2020 | $659.7M | $659.7M | $0 | 23 | 0 |
| Jul 2019 | $538.7M | $538.7M | $0 | 23 | 0 |
| Mar 2019 | $538.7M | $538.7M | $0 | 23 | 0 |
| Mar 2018 | $838.4M | $838.4M | $0 | 24 | 0 |
| Mar 2017 | $695.3M | $695.3M | $0 | 25 | 26 |
| Oct 2016 | $634.5M | $634.5M | $0 | 24 | 26 |
| Apr 2016 | $634.5M | $634.5M | $0 | 24 | 26 |
| Mar 2016 | $634.5M | $634.5M | $0 | 24 | 26 |
| Mar 2015 | $519.4M | $519.4M | $14.3K | 26 | 26 |
| Mar 2014 | $343M | $343M | $13.3K | 23 | 26 |
| Oct 2013 | $299.2M | $294.2M | $5M | 22 | 26 |
| Mar 2013 | $299.2M | $294.2M | $5M | 22 | 26 |
| Mar 2012 | $270.4M | $268.5M | $1.9M | 51 | 26 |
| Aug 2011 | $137.5M | $135.9M | $1.6M | 51 | -- |
| Mar 2011 | $137.5M | $135.9M | $1.6M | 51 | -- |
| Dec 2007 | $3.3B | $3.3B | $9.2K | 51 | -- |
| Mar 2007 | $3.3B | $3.3B | $9.2K | 51 | -- |
| Apr 2004 | $3.8B | $3.8B | $51K | 51 | -- |
| Apr 2002 | $4.8B | $4.8B | $4.6M | 51 | -- |
DateJun 2025
Total AUM$12B
Discretionary$12B
Non-Disc.$0
Employees28
Clients0
DateMar 2025
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees28
Clients0
DateMar 2024
Total AUM$7.1B
Discretionary$7.1B
Non-Disc.$0
Employees28
Clients0
DateMay 2023
Total AUM$811.5M
Discretionary$811.5M
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$811.5M
Discretionary$811.5M
Non-Disc.$0
Employees25
Clients0
DateJul 2022
Total AUM$726.1M
Discretionary$726.1M
Non-Disc.$0
Employees26
Clients0
DateMar 2022
Total AUM$827.8M
Discretionary$827.8M
Non-Disc.$0
Employees27
Clients0
DateMar 2021
Total AUM$683.4M
Discretionary$683.4M
Non-Disc.$0
Employees23
Clients0
DateJun 2020
Total AUM$659.7M
Discretionary$659.7M
Non-Disc.$0
Employees23
Clients0
DateMar 2020
Total AUM$659.7M
Discretionary$659.7M
Non-Disc.$0
Employees23
Clients0
DateJul 2019
Total AUM$538.7M
Discretionary$538.7M
Non-Disc.$0
Employees23
Clients0
DateMar 2019
Total AUM$538.7M
Discretionary$538.7M
Non-Disc.$0
Employees23
Clients0
DateMar 2018
Total AUM$838.4M
Discretionary$838.4M
Non-Disc.$0
Employees24
Clients0
DateMar 2017
Total AUM$695.3M
Discretionary$695.3M
Non-Disc.$0
Employees25
Clients26
DateOct 2016
Total AUM$634.5M
Discretionary$634.5M
Non-Disc.$0
Employees24
Clients26
DateApr 2016
Total AUM$634.5M
Discretionary$634.5M
Non-Disc.$0
Employees24
Clients26
DateMar 2016
Total AUM$634.5M
Discretionary$634.5M
Non-Disc.$0
Employees24
Clients26
DateMar 2015
Total AUM$519.4M
Discretionary$519.4M
Non-Disc.$14.3K
Employees26
Clients26
DateMar 2014
Total AUM$343M
Discretionary$343M
Non-Disc.$13.3K
Employees23
Clients26
DateOct 2013
Total AUM$299.2M
Discretionary$294.2M
Non-Disc.$5M
Employees22
Clients26
DateMar 2013
Total AUM$299.2M
Discretionary$294.2M
Non-Disc.$5M
Employees22
Clients26
DateMar 2012
Total AUM$270.4M
Discretionary$268.5M
Non-Disc.$1.9M
Employees51
Clients26
DateAug 2011
Total AUM$137.5M
Discretionary$135.9M
Non-Disc.$1.6M
Employees51
Clients--
DateMar 2011
Total AUM$137.5M
Discretionary$135.9M
Non-Disc.$1.6M
Employees51
Clients--
DateDec 2007
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$9.2K
Employees51
Clients--
DateMar 2007
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$9.2K
Employees51
Clients--
DateApr 2004
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$51K
Employees51
Clients--
DateApr 2002
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$4.6M
Employees51
Clients--