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Building 2SOCRATIC FUND MANAGEMENT, LP

Map pinSTEAMBOAT SPRINGS, CO
Phone(970) 509-1201
NotebookSEC #801-73901
Total AUM
$42.5M
Employees
3
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1865 SKI TIME SQUARE DS2C
SUITES 202 & 204
STEAMBOAT SPRINGS
CO 80487
United States
Operating Hours
8:30 AM TO 5:00PM
Monday - Friday
Phone
(970) 509-1201
Other Offices
1

ReceiptFinancials

Total AUM
$42.5M
Accounts
5
Discretionary
$42.5M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$13M
Charitable Organization Clients
1
AUM
$12.9M
Corporation or Business Clients
1
AUM
$16.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

HandshakeAffiliates

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

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