Sanders Morris Harris LLC
Sanders Morris Harris LLC, established in 1987 and headquartered in Houston, TX, is a privately owned investment firm dually registered as a broker-dealer and registered investment adviser. As part of Tectonic Financial, Inc., the firm manages private client wealth across asset classes and provides institutional trading, insurance, private equity, and lending services. Sanders Morris Harris employs a comprehensive, customized approach to wealth management and private equity investments, serving high-net-worth individuals, families, institutions, and businesses. The firm is known for investing alongside its clients and helping companies grow, with an estimated employee count around 50.
Investment Strategy
Sanders Morris Harris LLC employs a client-centric investment strategy focusing on 'Investing in Common,' meaning the firm invests its own capital alongside client assets. They emphasize a conservative, long-term approach to wealth management, customized asset allocation, and portfolio construction using a mix of traditional and alternative investments. The firm's private equity practice targets growth companies by working with committed management teams, while their wealth management division provides holistic financial planning, risk management, and legacy planning tailored to individual client goals.
Top Holdings
Equity Positions (296)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQ | INVESCO QQQ TR | 20.22% | $152.9M | 254,638 | $465.93 | $600.37 | +$30.9M |
B BX | BLACKSTONE INC | 12.05% | $91.1M | 533,400 | $130.26 | $170.85 | +$13.4M |
N NVDA | NVIDIA CORPORATION | 4.61% | $34.9M | 186,855 | $161.66 | $186.58 | +$29.8M |
C CSWC | CAPITAL SOUTHWEST CORP | 3.96% | $29.9M | 1,368,607 | $23.31 | $21.86 | -$725.3K |
A AAPL | APPLE INC | 3.83% | $29.0M | 113,868 | $220.00 | $254.63 | +$20.7M |