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Director, Chief Executive Officer and Chief Investment Officer · Fayez Sarofim & Co.

Jr. W. G. Lee

CRD 4558092 · Named on Form ADV at 4 SEC-registered advisers

At a glance

Fayez Sarofim & Co., an SEC-registered asset manager based in Houston, TX with $35.1 billion in regulatory assets, lists Jr. W. G. Lee on its Form ADV as Director, Chief Executive Officer and Chief Investment Officer, a control person. The SEC filings also name Jr. at 3 other registered advisers.

Firms and roles

  • Fayez Sarofim & Co.Director, Chief Executive Officer and Chief Investment OfficerAsset manager · Houston, TX · $35B in regulatory assets
  • Sarofim Trust CoChief Investment OfficerWealth manager · Houston, TX · $13B in regulatory assets
  • Sarofim International Management CoDirector, Chief Executive Officer and Chief Investment OfficerAsset manager · Houston, TX · $2.4B in regulatory assets
  • Sarofim Realty Advisors LLCDirectorPrivate fund adviser · Houston, TX · $1.2B in regulatory assets

AtlasMembers

Jr.’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
4 firmsLocked
Control-person status
1 firmLocked
When each role began
Locked
Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (12)

7 more people named with Jr. on the same filings, with titles and firms. Free in Atlas with a free account.

See all 12 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jr.’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.