SOCORRO ASSET MANAGEMENT

Overview

Socorro Asset Management is a limited partnership that registered with the SEC in 2019 and serves an institutional client base. The firm provides discretionary portfolio management across individual and small-business accounts, pooled investment vehicles, and institutional or corporate mandates. It charges fees based on a percentage of assets under management and does not present itself as a capital allocator to external managers. The adviser reports an ownership structure tied to domestic entities and individuals and is listed as an unclassified adviser in the available data. Socorro is not an active ESG investor and is not indicated as a multi-state or newly formed adviser. The firm also functions as a sponsor, general partner, and managing member of pooled investment vehicles, suggesting it creates or runs private investment structures in addition to managing client portfolios.

Assets & Accounts

Public Holdings

Investments & Alternatives