Socorro Asset Management is an SEC registered investment adviser organized as a limited partnership with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 27, 2026, reports $498M in regulatory assets under management, 6 employees, and 8 accounts.
Assets Under Management
$498M
Employees
6
Offices
--
Total Clients
8
Primary office
DALLAS, TX
3131 TURTLE CREEK BLVD, SUITE 205, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentCharitable represent 37.5% of total clients.
Top client categories% of clientsClients
1
Charitable
37.5%
3
2
Insurance Cos.
25.0%
2
3
Pooled Investment Vehicles
12.5%
1
4
Government
12.5%
1
5
Corporations
12.5%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$498Mas of March 27, 2026
Discretionary100.0%
$498M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$498M
Total Accounts8
10Y AUM Change+$498M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee1:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.