Investment adviser · CRD 106931
SAROFIM REALTY ADVISORS LLC
Investment adviser filing (IA)
HOUSTON, TX, United States · Form ADV filed May 12, 2026
- Regulatory AUM
- $1.16B Form ADV · Item 5.F
- Client accounts
- 4 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 2 | $633,852,910 | 54.6% |
| Retirement plans | 1 | $501,769,641 | 43.2% |
| Corporations & businesses | 1 | $24,540,269 | 2.1% |
Filing source
Form ADV 2105238 · May 12, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
8 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SAROFIM MULTIFAMILY INCOME FUNDHedge Fund · Last reported May 12, 2026$405MGross asset value
Form D fundraising filings
Sarofim Multifamily Income Fund LP
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-8370295433
- Reported beneficial owners
- 86
- Minimum commitment
- $15K
- Form D file number
- 021-426509
Form ADV 2105238 · May 12, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAROFIM/WOOD PARTNERS DEVELOPMENT FUNDHedge Fund · Last reported May 12, 2026$229MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
ERNST & YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-5280794996
- Reported beneficial owners
- 26
- Minimum commitment
- $2M
- Form D file number
- 021-485169
Form ADV 2105238 · May 12, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAROFIM REALTY INVESTORS FUND PIIReal Estate Fund · Last reported Mar 29, 2019$3.14MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-6454142823
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
Form ADV 1304751 · Mar 29, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAROFIM INVESTORS REALTY FUND PIReal Estate Fund · Last reported Mar 29, 2019$1.55MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG
PCAOB 42
Fund details & source
- Fund ID
- 805-5071202623
- Reported beneficial owners
- 2
- Minimum commitment
- $5M
Form ADV 1304751 · Mar 29, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAROFIM MULTIFAMILY PARTNERS, L.P.Real Estate Fund · Last reported Mar 29, 2019$424KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
ERNST & YOUNG, LLP
PCAOB 42
Fund details & source
- Fund ID
- 805-9857328558
- Reported beneficial owners
- 4
- Minimum commitment
- $5M
- Form D file number
- 021-73954
Form ADV 1304751 · Mar 29, 2019 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAROFIM MULTIFAMILY PARTNERS II, L.P.Real Estate Fund · Last reported Mar 16, 2017$369KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-2209891708
- Reported beneficial owners
- 4
- Minimum commitment
- $5M
- Form D file number
- 021-111404
Form ADV 1089958 · Mar 16, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SAROFIM MULTIFAMILY PARTNERS II (PF), L.P.Real Estate Fund · Last reported Mar 16, 2017$182KGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
Fund details & source
- Fund ID
- 805-8384864011
- Reported beneficial owners
- 1
- Minimum commitment
- $5M
- Form D file number
- 021-123980
Form ADV 1089958 · Mar 16, 2017 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 12, 2026. View historical filings
Reported services
Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
845 TEXAS AVENUE, SUITE 2000HOUSTON, TX, 77002, United States
CRD 106931
Filing source
Form ADV 2105238 · May 12, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.