SOCORRO ASSET MANAGEMENT, L.P.
C38
CRD 304401·SEC 801-116849·DALLAS, TX
AUM
$497.9M
$100M-$500M
Est. Revenue
$5.0M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$11.9M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $142.6M
'21 · $348.4M
'22 · $357.7M
'23 · $670.6M
'25 · $536.8M
'26 · $497.9M
'20'26
$142.6M → $497.9M▲ +249%
Client mix
| Charitable Organizations | 3 |
| Insurance Companies | 2 |
| Pooled Investment Vehicles | 1 |
| State Or Municipal Govt | 1 |
| Corporations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 3 advisors
'21 · 3 advisors
'22 · 3 advisors
'23 · 3 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
3 advisors → 3 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesOther Advisory Services
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Nameservers
Ns-1072.awsdns-06.orgNs-1922.awsdns-48.co.ukNs-324.awsdns-40.comNs-571.awsdns-07.net
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited