Hengzhe Joseph Li
Investment adviser representative at Sarofim International Management Co
10 yearsExperience
1 stateRegistered in
CFADesignation
$2.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Sarofim International Management CoApr 2025 to now
- Fayez Sarofim & Co.Sep 2021 to now
- Columbia UniversitySep 2019 to Sep 2021
- Wells Fargo NAJun 2016 to Sep 2019
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Sarofim International Management Co
Legal name: Sarofim International Management Company LLC
$2.4BAssets managed
14Clients
14Advisers
32 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8077277
- Firm CRD
- 106933