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SOCOTRA MANAGEMENT, INC.
CRD 328954 · SEC 801-130715
2714 V STREET, SACRAMENTO, CA, 95818, United States
Phone
916-617-2221
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$388.5M
Discretionary AUM
$388.5M
Team
4 total employees; 4 advisory reps; 5 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 5 | $388.5M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD