Socotra Management, Inc.

RIASEC RegisteredEst. 2024
Total AUM
$389M
Discretionary
$389M
100% of AUM
Avg account
$77.7M
Accounts
5
Employees
4
Advisory reps
4

Firm details

Headquarters
Sacramento, California
CRD number
328954
Registered since
December 12, 2024
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Socotra Management, Inc. is an institutional registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm serves institutional clients and provides portfolio management for pooled investment vehicles. Its compensation combines an asset-based fee with performance-linked fees. Socotra is not positioned as a capital allocator or an active ESG investor; it is also not organized as a multi-state adviser. Industry affiliations include a broker-dealer and a real estate broker relationship.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Anthony Ingoglia

    Anthony Ingoglia

    Chief Strategy OfficerCRD 7926910

  • Adham Sbeih

    Adham Sbeih

    CEOCRD 6678616

  • Paul Cotter

    Paul Cotter

    Chief Operations OfficerCRD 6678617

Contacts

1 of 1
  • Roy Malone

    PresidentCRD 8236930

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Sacramento, CA

Sacramento

Location

Sacramento, CA

Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
2714 V St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth