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- Custodian
- BNY Mellon · Goldman Sachs · JP Morgan · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-13-1978
- Office Locations
- 2
Office Locations
About Sarofim Trust CO
Sarofim is an independent, employee-owned investment manager founded in 1958 and headquartered in Houston. The firm applies a high-conviction Sustainable Growth philosophy across U.S. and global equity strategies (including concentrated and international), alongside equity income, core fixed income, and balanced portfolios. Serves retail and institutional clients; supported by a dedicated 20-person investment team with long tenure and many client relationships spanning 20+ years.
Team overview
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Investment Themes
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Owner & Executives
ALAN ROBERT CHRISTENSEN
DIRECTOR, President
- CRD
- #5404108
- Ownership
- Less than 5%
JOHN COLUCCI
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 10 owners & executives
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DOUGLAS KENNETH ALDER MR.
President
- CRD
- #5404067
MATTHEW MICHAEL ALTENAU
DIRECTOR, Principal
- CRD
- #4016586
Showing 2 of 19 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,959,991,253 | $134,999,909 |
| Non-Discretionary | $0 | -- |
| Total | $12,959,991,253 | $134,999,909 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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