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Family Office / MFO SEC Form ADV 7.B Roadshow Hub: Texas HQ: Houston, TX

Sarofim Trust

$13.0B Total AUM · Institutional LP profile covering 17 historical fund disclosure records ($964.2M parsed USD across disclosed rows) across disclosed strategy exposure in Buyout, Real Estate, Private Credit, Private Equity, Venture Capital (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

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Disclosed Records
17
5 Open Source Trails Below
Sum of Disclosed Rows
$964.2M
Total AUM: $13.0B
Median Disclosed Amount
$61.0M
Range: $8.0M – $104.9M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/17)
2 Gatekeepers · 5 Disclosed Strategies
SEC Form ADV Section 7.B Disclosure Note: Form ADV Schedule D Section 7.B.(1) lists private funds advised or managed by the registered investment adviser (reporting gross asset value) rather than necessarily direct proprietary balance-sheet LP commitments, and Form ADV does not disclose fund-level Net IRR, TVPI, or DPI.

Historical Fund Disclosures — Sarofim Trust

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 17 total tracked records (+12 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Advised Vehicle GAV Disclosed Performance Primary Source Trail
EleganTree Opportunities Fund IIIAdviser 7.B Vehicle Buyout 2025
$8.0M
Adviser-managed fund GAV · As of March 2026
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Raith Real Estate Fund IV LPAdviser 7.B Vehicle Real Estate 2025
$91.2M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
Charlesbank Equity Fund IXAdviser 7.B Vehicle Buyout 2025
$77.6M
Adviser-managed fund GAV · As of December 2025
 Active 2025–2026 Drawdown · J-Curve / Initial Deployment Period Inspect Source · SEC Form ADV 7.B
GI Data Infrastructure Fund II LPAdviser 7.B Vehicle Infrastructure 2024
$104.9M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B
Thomas H. Lee Partners LPAdviser 7.B Vehicle Private Equity 2024
$98.5M
Adviser-managed fund GAV · As of December 2025
 Adviser 7.B Vehicle Disclosed · Multiples Not Disclosed on Schedule Inspect Source · SEC Form ADV 7.B

Forward-Looking Searches, Pacing Plans & Governance Updates — Sarofim Trust

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Allocation-Policy / Pacing Update

Sarofim Trust (Family Office / MFO, $13.0B AUM): Disclosed FY2025-2026 Private Markets Pacing & Allocation Update (PE Target 22.0% vs. 19.2% Actual; $362.9M Unallocated Target Bandwidth). SEC Form ADV (801-13773, CRD #106590) verified $12.96B discretionary AUM (Item 5.G.(12) External Private Manager Selection); active 2026 allocations across Fund I-IV Buyout, Growth/VC & Private Credit ($5M-$20M checks). Gatekeeper / Intake Conduit: Internal Investment Office.

Forward-looking board pacing or target-allocation policy update · Recorded 2025-04-10

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Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

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Gatekeeper Consultants (2) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

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Investment Team Contacts (4) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

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Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Sarofim Trust

429 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Sarofim Trust (17 shared vehicles tracked; showing top 3 bilateral overlaps).

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1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 6 Shared Vehicles

Zagreb Croatia Farmington Sovereign Strategic Investment Fund

Sovereign Wealth Fund Zagreb, Croatia
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Lending Fund II (2023 Vintage)
Sarofim Trust: $60.5M · SEC Form ADV 7.B
Zagreb Croatia Farmington Sovereign Strategic Investment Fund: $36.8M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Fortress Lending Fund III (2023 Vintage) · Fortress Lending Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 5 Shared Vehicles

Ares Landmark Primary & Secondary FoF

Fund of Funds / Seeder Simsbury, CT
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Lending Fund III (2023 Vintage)
Sarofim Trust: $28.2M · SEC Form ADV 7.B
Ares Landmark Primary & Secondary FoF: $42.5M · SEC Form ADV 7.B

Additional shared vehicles: Fortress Lending Fund II (2023 Vintage) · Fortress Lending Fund V (2022 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 5 Shared Vehicles

Coosa Valley Chesapeake Bay Sinclair Mutual & Casualty Insurance General Account

Insurance Company Southeast (NC / GA / TN / SC / AL / KY / LA)
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fortress Lending Fund V (2022 Vintage)
Sarofim Trust: $49.5M · SEC Form ADV 7.B
Coosa Valley Chesapeake Bay Sinclair Mutual & Casualty Insurance General Account: $84.2M · Allocator Webpage (Unanchored URL)

Additional shared vehicles: Fortress Lending Fund II (2023 Vintage) · Fortress Lending Fund III (2023 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →

+426 Additional Institutional LPs Report Shared Vehicles with Sarofim Trust

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

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Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Sarofim Trust

You are viewing 5 open public preview records (out of 17 total tracked records for Sarofim Trust) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 17 tracked historical disclosure records (+12 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (429 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (2), investment contacts (4) & CRM export

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Strategies Disclosed by Sarofim Trust

Buyout LPs →Real Estate LPs →Private Credit LPs →Private Equity LPs →Venture Capital LPs →

Frequently Asked Questions: Sarofim Trust

What type of institutional allocator is Sarofim Trust and what is their typical disclosed ticket size?

Sarofim Trust is categorized under Family Office / MFO (Regional Roadshow Hub: Texas; Headquarters: Houston, TX). Across 17 historical disclosure records tracked on Prilago ($964.2M total parsed USD across disclosed rows), the median disclosed amount is $61.0M (range: $8.0M to $104.9M).

Which private-market strategies appear in Sarofim Trust's public disclosures?

Sarofim Trust has disclosed records across Buyout, Real Estate, Private Credit, Private Equity, Venture Capital. Open preview records include EleganTree Opportunities Fund III (2025 Vintage), Raith Real Estate Fund IV LP (2025 Vintage), Charlesbank Equity Fund IX (2025 Vintage), GI Data Infrastructure Fund II LP (2024 Vintage).

How are Sarofim Trust's historical records substantiated and separated from active searches on Prilago?

Records for Sarofim Trust cite primary public disclosures (SEC Form ADV 7.B), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Sarofim Trust's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/sarofim-trust or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Sarofim Trust?

In Prilago's bilateral commitment graph, Sarofim Trust shares resolved underlying fund vehicles with 429 institutional LPs across 17 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Zagreb Croatia Farmington Sovereign Strategic Investment Fund (6 shared vehicles, e.g. Fortress Lending Fund II (2023 Vintage)), Ares Landmark Primary & Secondary FoF (5 shared vehicles, e.g. Fortress Lending Fund III (2023 Vintage)), Coosa Valley Chesapeake Bay Sinclair Mutual & Casualty Insurance General Account (5 shared vehicles, e.g. Fortress Lending Fund V (2022 Vintage)).

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