SOCOTRA MANAGEMENT, INC.

Overview

Socotra Management, Inc. is a corporation that provides institutional advisory services with a focus on managing pooled investment vehicles. The firm is SEC-registered as of 2024 and is owned by an individual. Its client base consists of institutional investors, and its compensation model combines asset-based fees with performance fees. Socotra does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. Advisory activity centers on portfolio management for pooled vehicles. The firm maintains industry affiliations with a broker-dealer and a real estate broker, which supports both securities and real estate transaction capabilities. Socotra is not characterized as a capital allocator.

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Investments & Alternatives