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Inactive

Hengzhe Joseph Li

Fayez Sarofim & Co.

Houston, TX

Sarofim Trust Co

Houston, TX

Sarofim International Management Co

Houston, TX

CRD 8077277

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Employer firm

Fayez Sarofim & Co. CRD 106584

$35.1B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Fayez Sarofim & Co.

845 Texas Avenue Suite 2000, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-23
  • TX RA
    APPROVED
    Since 2025-04-23

Branch Locations

845 Texas Avenue Suite 2000, Houston, TX 77002 • United States

Sarofim Trust Co

845 Texas Avenue Suite 2000, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-23
  • TX RA
    APPROVED
    Since 2025-04-23

Branch Locations

845 Texas Avenue Suite 2000, Houston, TX 77002 • United States

Sarofim International Management Co

845 Texas Avenue Suite 2000, Houston, TX 77002 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-23
  • TX RA
    APPROVED
    Since 2025-04-23

Branch Locations

845 Texas Avenue Suite 2000, Houston, TX 77002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fayez Sarofim & Co. Houston TX 09/2021 Present
Columbia University New York NY 09/2019 09/2021
Wells Fargo Na Hong Kong 09/2017 09/2019
Wells Fargo Na San Francisco CA 06/2016 09/2017
  • 09/2021 → Present
    Fayez Sarofim & Co.
    Houston, TX
  • 09/2019 → 09/2021
    Columbia University
    New York, NY
  • 09/2017 → 09/2019
    Wells Fargo Na
    Hong Kong
  • 06/2016 → 09/2017
    Wells Fargo Na
    San Francisco, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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