Socotra Management manages investments for private investment funds that are exempt from registration. These funds primarily make or invest in loans secured by real estate. Socotra does not tailor its services to individual investor objectives, but rather manages the funds according to their established guidelines. Socotra's services are limited to these funds and their investments in commercial and residential real estate loans.
Assets Under Management$400M
Clients5
AdvisorsN/A
Avg. per Client$81M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Socotra Management does not directly manage investments for individual investors. It manages private funds, and investors in those funds pay a management fee that ranges from 2-3% of the assets managed within the fund. Socotra may also earn loan servicing fees and other loan-related fees.
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