Fayez Sarofim

Fayez Sarofim & Co. is an independent investment management firm established in 1958 and located in Houston, Texas. The firm specializes in managing investment portfolios for a diverse clientele, including individuals, pension plans, foundations, endowments, charitable organizations, corporations, and government entities. It offers a range of investment strategies, including large-cap equity, global equity, core fixed income, and balanced portfolios. The firm primarily invests in public equity and fixed income markets, focusing on large-cap companies for its equity portfolios and municipal, corporate, and government bonds for fixed income. Fayez Sarofim & Co. employs fundamental analysis and conducts in-house research to guide its investment decisions, benchmarking its performance against recognized indices. With a dedicated team of investment professionals, the firm has established a significant presence in the investment management industry.

Matthew M. Altenau

Principal and Member of the investment Committee

Connally C.F.A., CFA, Daniel P.

Principal and Executive

Anthony Gracely

Principal and Director of ESG

Vernon S. Perry

Principal, Director of Fixed Income and Director of Investment Risk

Nicholas J. Zdeblick

Principal and Investment Committee Member

Andrew P. Ziccardi

Principal

S. E. Cody Dick

Principal, Portfolio Manager and Investment Committee Member

15 past transactions

FlexTal

Pre Seed Round in 2020
FlexTal is the #1 flexible talent matching platform leading the future of work. Every day, we match organizations small and large with elite independent contractors for flexible hourly and project-based engagements on demand The future of work is here, and most organizations aren’t equipped to handle the speed of change that is happening within the workforce. Access to vetted, independent contract talent is the key to agility in today’s business landscape, yet many don’t have the resources to find, vet, and hire the talent they need. We’re on a mission to fix this by making world-class talent more accessible and affordable for organizations everywhere. Organizations with access to our contract talent network have 3-4x more operating leverage than those without. By democratizing access to our network of contractors, we can help shape the future of work while also increasing the pace of human evolution. As the way we work continues to evolve alongside digital transformation and automation, more professionals are choosing to enter the contract workforce. With the number of independent workers growing at an unprecedented rate, the question is: Who will they work for? What tools will multiply their efficiency? Our platform gives organizations and independent professionals the ability to achieve work faster and easier than ever before. Through FlexTal, millions of people are discovering a better way to work that enhances productivity, efficiency, and quality of life. And…we’re just getting started.

Ziften

Series B in 2012
Ziften is a privately funded endpoint security company based in Austin, Texas. The organization provides a cloud-delivered endpoint protection platform that prevents attacks on endpoints – laptops, desktops, servers, and cloud – with capabilities including advanced protection, endpoint detection and response, and security posture analysis.

Ziften

Series A in 2011
Ziften is a privately funded endpoint security company based in Austin, Texas. The organization provides a cloud-delivered endpoint protection platform that prevents attacks on endpoints – laptops, desktops, servers, and cloud – with capabilities including advanced protection, endpoint detection and response, and security posture analysis.

Trulia

Series D in 2008
Trulia is an online platform dedicated to assisting buyers and renters in finding homes and neighborhoods across the United States. Founded in 2005 and based in San Francisco, Trulia provides users with valuable resources such as local insights, recommendations, and detailed map overlays that highlight key information, including commute times, crime rates, school quality, and nearby businesses. The platform offers various products and services aimed at both consumers and real estate professionals. Notable features include Trulia Neighborhoods, which provides original photography and local reviews, and What Locals Say, allowing users to access resident opinions through polls and reviews. Additionally, Trulia offers information on local nondiscrimination laws through its Local Legal Protections service, enhancing the home-search experience for users. Trulia is owned by Zillow Group and continues to play a significant role in the online real estate market.

Uplogix

Series C in 2008
Uplogix, Inc. specializes in providing integrated local network management and monitoring solutions that automate routine administration, maintenance, and recovery tasks for distributed IT infrastructures. Its offerings include the Uplogix Local Management Software and various Local Manager products, which enable enterprises to manage networking gear, servers, and other IT devices across remote sites and data centers. Uplogix solutions are designed to streamline configuration, security, compliance, and performance management, ensuring reliable operation regardless of network availability. The company also provides consulting, technical training, and support services to enhance its solutions. Uplogix serves a diverse range of industries, including federal, financial services, healthcare, energy, and retail. Founded in 2003 and headquartered in Austin, Texas, Uplogix also maintains international offices in London and Monterrey.

iChange

Seed Round in 2008
iChange is built on the idea that, "it's easy to know what to do, but it's difficult to do it." Most diets and weight loss programs fall apart because they are self-directed. You know the rules you are supposed to follow, but you find that after a few days or weeks, it becomes impossible to stick to them. That's where iChange does things differently.

Trulia

Series C in 2007
Trulia is an online platform dedicated to assisting buyers and renters in finding homes and neighborhoods across the United States. Founded in 2005 and based in San Francisco, Trulia provides users with valuable resources such as local insights, recommendations, and detailed map overlays that highlight key information, including commute times, crime rates, school quality, and nearby businesses. The platform offers various products and services aimed at both consumers and real estate professionals. Notable features include Trulia Neighborhoods, which provides original photography and local reviews, and What Locals Say, allowing users to access resident opinions through polls and reviews. Additionally, Trulia offers information on local nondiscrimination laws through its Local Legal Protections service, enhancing the home-search experience for users. Trulia is owned by Zillow Group and continues to play a significant role in the online real estate market.

Uplogix

Series B in 2006
Uplogix, Inc. specializes in providing integrated local network management and monitoring solutions that automate routine administration, maintenance, and recovery tasks for distributed IT infrastructures. Its offerings include the Uplogix Local Management Software and various Local Manager products, which enable enterprises to manage networking gear, servers, and other IT devices across remote sites and data centers. Uplogix solutions are designed to streamline configuration, security, compliance, and performance management, ensuring reliable operation regardless of network availability. The company also provides consulting, technical training, and support services to enhance its solutions. Uplogix serves a diverse range of industries, including federal, financial services, healthcare, energy, and retail. Founded in 2003 and headquartered in Austin, Texas, Uplogix also maintains international offices in London and Monterrey.

Trulia

Series B in 2005
Trulia is an online platform dedicated to assisting buyers and renters in finding homes and neighborhoods across the United States. Founded in 2005 and based in San Francisco, Trulia provides users with valuable resources such as local insights, recommendations, and detailed map overlays that highlight key information, including commute times, crime rates, school quality, and nearby businesses. The platform offers various products and services aimed at both consumers and real estate professionals. Notable features include Trulia Neighborhoods, which provides original photography and local reviews, and What Locals Say, allowing users to access resident opinions through polls and reviews. Additionally, Trulia offers information on local nondiscrimination laws through its Local Legal Protections service, enhancing the home-search experience for users. Trulia is owned by Zillow Group and continues to play a significant role in the online real estate market.

Trulia

Series A in 2005
Trulia is an online platform dedicated to assisting buyers and renters in finding homes and neighborhoods across the United States. Founded in 2005 and based in San Francisco, Trulia provides users with valuable resources such as local insights, recommendations, and detailed map overlays that highlight key information, including commute times, crime rates, school quality, and nearby businesses. The platform offers various products and services aimed at both consumers and real estate professionals. Notable features include Trulia Neighborhoods, which provides original photography and local reviews, and What Locals Say, allowing users to access resident opinions through polls and reviews. Additionally, Trulia offers information on local nondiscrimination laws through its Local Legal Protections service, enhancing the home-search experience for users. Trulia is owned by Zillow Group and continues to play a significant role in the online real estate market.

Uplogix

Series A in 2005
Uplogix, Inc. specializes in providing integrated local network management and monitoring solutions that automate routine administration, maintenance, and recovery tasks for distributed IT infrastructures. Its offerings include the Uplogix Local Management Software and various Local Manager products, which enable enterprises to manage networking gear, servers, and other IT devices across remote sites and data centers. Uplogix solutions are designed to streamline configuration, security, compliance, and performance management, ensuring reliable operation regardless of network availability. The company also provides consulting, technical training, and support services to enhance its solutions. Uplogix serves a diverse range of industries, including federal, financial services, healthcare, energy, and retail. Founded in 2003 and headquartered in Austin, Texas, Uplogix also maintains international offices in London and Monterrey.

eHarmony

Series B in 2004
eHarmony, Inc. is an online dating platform founded in 2000 and headquartered in Santa Monica, California. The company operates in the United States, Canada, Australia, the United Kingdom, and Brazil, providing matchmaking services designed to connect singles through a comprehensive Compatibility Matching System. This system utilizes a rigorous questionnaire of over 250 items to assess compatibility across 29 dimensions, including values, character, intellect, humor, and religious beliefs. By applying algorithms developed from 35 years of clinical research, eHarmony aims to facilitate meaningful, long-term relationships among its users. With over 20 million registered members, the platform claims that approximately 542 marriages occur daily in the U.S. as a result of its matchmaking services, highlighting its impact on modern relationships.

eHarmony

Series A in 2000
eHarmony, Inc. is an online dating platform founded in 2000 and headquartered in Santa Monica, California. The company operates in the United States, Canada, Australia, the United Kingdom, and Brazil, providing matchmaking services designed to connect singles through a comprehensive Compatibility Matching System. This system utilizes a rigorous questionnaire of over 250 items to assess compatibility across 29 dimensions, including values, character, intellect, humor, and religious beliefs. By applying algorithms developed from 35 years of clinical research, eHarmony aims to facilitate meaningful, long-term relationships among its users. With over 20 million registered members, the platform claims that approximately 542 marriages occur daily in the U.S. as a result of its matchmaking services, highlighting its impact on modern relationships.

AvantGo

Venture Round in 2000
AvantGo, Inc. provides software and services that enable and enhance the use of Internet-based content and corporate intranets to mobile devices, including personal digital assistants and Internet-enabled phones. The company licenses its AvantGo M-Business Server products and AvantGo mobile applications products to help its customers provide their employees, customers, suppliers, and business affiliates with easy access to business information. The AvantGo Mobile Internet service allows individuals to access Internet-based content and applications, and gives content providers and other businesses a new medium for reaching and interacting with new and existing customers. In February 2002, AvantGo was chosen by Microsoft for the participation in the Microsoft Mobility Partner Advisory Council. AvantGo provides solutions for the Microsoft Windows Powered Pocket PC 2002.

Wily Technology

Series A in 2000
CA Application Performance Management - CA Technologies
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