Sarofim Realty Advisors LLC

Fee-Only (% of Portfolio)

Sarofim Realty Advisors LLC is a registered investment advisor located in Houston, Texas, specializing in real estate investment counseling and asset management. Established in 1982, the firm manages office, retail, multifamily, industrial, and land investments nationwide for a select group of long-term clients, including pension plans, government retirement systems, endowments, foundations, and private investment funds. Sarofim Realty Advisors offers both discretionary and non-discretionary investment management services, tailoring its strategies to align with each client's specific risk profile, cash flow needs, and investment objectives. The firm utilizes a disciplined approach to identify market dislocations, conduct rigorous economic and demographic research, and actively manage real estate assets to enhance income and mitigate risk over time. Sarofim Realty Advisors also provides consulting services for special real estate situations, acquisitions, and dispositions.

Assets Under Management$1.2B
Clients4
AdvisorsN/A
Avg. per Client$290M
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M1.10%
$25.0M - $50.0M1.00%
$50.0M - $100.0M0.90%
$100M+0.80%

Rates represent the upper end of ranges specified for fund capital commitments. Individual account and fund fees are bespoke and negotiable.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

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