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- Custodian
- BNY Mellon · Goldman Sachs · JP Morgan · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between June 11, 2025 and May 12, 2026, reported AUM increased 8.1%, from $12.0B to $13.0B.
Across 5 reported observations, AUM increased 1684.8% between July 26, 2022 and May 12, 2026, from $726.1M to $13.0B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 22 advisory representatives and 96 clients, or 4.4 clients per representative. That equates to $135.0M in reported AUM per client.
The profile lists 2 reported office locations and 48 years in operation. The source data was last updated on May 12, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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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
SMA allocation detail is available
Sarofim Trust CO has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
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Sarofim Trust CO's 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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