Socorro Asset Management
SEC RegisteredAbout the firm
Socorro pursues a bottom-up, fundamental investment process to identify opportunities across asset classes, capital structures, and sectors. They strive to provide an attractive total rate of return and relief from market volatility.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bottom-up, fundamental investment process identifying opportunities across asset classes, capital structures, and sectors, with a focus on attractive total rate of return and relief from market volatility.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 1 | $317M |
| State/Municipal Entities | 3 | — |
| Sovereign Wealth Funds | 2 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Founders Class - Tier 1 | 0.70% |
| Founders Class - Tier 2 | 0.60% |
| Founders Class - Tier 3 | 0.50% |
| Non-Founders Class - Tier 1 | 0.80% |
| Non-Founders Class - Tier 2 | 0.70% |
| Non-Founders Class - Tier 3 | 0.60% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Socorro Asset Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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