Socotra Management, Inc.
Socotra Management, Inc. is an SEC-registered asset manager in Sacramento, CA with $388.5M assets under management (AUM, regulatory AUM), -4% over one year. See who owns Socotra Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328954, SEC 801-130715, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $388.5M (2026-03-24)
- Firm type
- Asset Manager
- Location
- Sacramento, CA
- Employees
- 4
- Clients
- 5
- CRD
- 328954
- Ownership
- Malone, Roy, Leighton; Sbeih, Adham, Ramsay; Cotter, Paul, Richard; Ingoglia, Anthony, Charles
How much AUM does Socotra Management, Inc. have?
Socotra Management, Inc. reported $388.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Socotra Management, Inc.?
Disclosed owners and executives of Socotra Management, Inc. include Malone, Roy, Leighton, Sbeih, Adham, Ramsay, Cotter, Paul, Richard, Ingoglia, Anthony, Charles. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.