Socotra Management, Inc.
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Anthony Ingoglia
Chief Strategy OfficerCRD 7926910

Adham Sbeih
CEOCRD 6678616

Paul Cotter
Chief Operations OfficerCRD 6678617
Contacts
1 of 1Roy Malone
PresidentCRD 8236930
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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