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SOCORRO ASSET MANAGEMENT
SOCORRO ASSET MANAGEMENT, L.P.
CRD 304401 · SEC 801-116849
3131 TURTLE CREEK BLVD, SUITE 205, DALLAS, TX, 75219, United States
Phone
214-550-1852
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$497.9M
Discretionary AUM
$497.9M
Team
6 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Partnership
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)SUB-ADVISOR FOR MODEL PORTFOLIO
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $317.0M |
| Charitable organizations | 3 | $48.9M |
| State/municipal entities | 1 | $41.7M |
| Insurance companies | 2 | $49.1M |
| Corporations/business entities | 1 | $41.3M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD