Socorro Asset Management provides investment advice to private funds and separately managed accounts. Socorro identifies opportunities and acquires, manages, monitors, and disposes of investments. Socorro invests in publicly-traded securities. The firm also serves as a sub-advisor for an unaffiliated third party, advising on a model portfolio.
Assets Under Management$540M
Clients7
AdvisorsN/A
Avg. per Client$77M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$2.5M
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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