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Socotra Management, Inc.

SEC Registered

Direct Private Money Lender

Sacramento, CAhttps://socotracapital.com916-617-2221
Assets Under Management
$100M–$500M
Year Founded
2007
Employees
4
Office Locations
1 office
Total Accounts
5

About the firm

Since 2007, Socotra Capital has partnered with borrowers and investors to turn their real estate aspirations into a reality. They are a hard money lender specializing exclusively in hard money loans, and have built their reputation through consistent performance, reliable service, and fast delivery, with the majority of transactions closing within 15 days.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Pooled Vehicles

Areas of expertise

Hard Money LendingFix-and-flip LoansCommercial Bridge LoansPrivate Line Of CreditBridge To Permanent LoansCash-out RefinanceCannabis Property LoansRehab Construction LoansPrivate Money LendingReal Estate Financing

Services

Fix-and-Flip Loans, Commercial Bridge Loans, Private Line of Credit, Bridge to Permanent Loans, Cash-Out Refinance Loans, Cannabis Property Loans, Rehab Construction Loans, and Turbo Close® Loans for residential and commercial real estate projects in loan amounts of $100K–$20M.

Who they serve

Borrowers seeking hard money, private money, or bridge loans; brokers securing financing for residential and commercial real estate projects; and investors looking to diversify their portfolio.

Client segmentClientsAssets managed
Pension/Profit Sharing Plans5$389M

5 total clients reported on Form ADV.

Leadership

Adham Ramsay Sbeih
CHIEF EXECUTIVE OFFICER
Paul Richard Cotter
CHIEF OPERATING OFFICER
Anthony Charles Ingoglia
CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER

Office locations

1 office in 1 state
CA
SacramentoHQ

Regulatory & compliance

CRD number
#328954
SEC Number
801-130715
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Performance-based

Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Socotra Management, Inc. 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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