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Building 2SOCOTRA MANAGEMENT, INC.

Map pinSACRAMENTO, CA
Phone916-617-2221
NotebookSEC #801-130715
Total AUM
$388.5M
Employees
4
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2714 V STREET
SACRAMENTO
CA 95818
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
916-617-2221

ReceiptFinancials

Total AUM
$388.5M
Accounts
5
Discretionary
$388.5M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$388.5M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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