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Socotra
Socotra is an SEC-registered investment adviser in Sacramento, CA, registered since 2024. It manages approximately $389 million in regulatory assets.
Socotra
Socotra is an SEC-registered investment adviser in Sacramento, CA, registered since 2024. It manages approximately $389 million in regulatory assets. The firm has 4 employees and 4 investment advisers.
General information
Firm type
Single Family Office
Year founded
2007
Location
Region
North America
Country
United States
City
Sacramento
Corporate office
San Francisco, CA, United States
Principals
Xavier
Loan Officer
Cory
Loan Officer
Tami
Loan Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Socotra?
Socotra's leadership structure is not publicly disclosed. The firm's website names loan officers Xavier, Cory, and Tami, but no founder, CEO, or investment committee members. External sources provide no additional clarity. The firm operates as a direct private money lender without a publicly visible chief investment officer or managing principal.
How does Socotra source proprietary deal flow?
Socotra attracts borrowers through its website, direct marketing, and broker relationships. The firm does not claim proprietary sourcing through private equity networks or family office referrals. Its deal flow appears to originate from real estate brokers and borrower applications seeking non-bank financing.
Is Socotra structured as a single family office or does it operate more like a venture firm?
Socotra operates as a direct private money lender and is categorized as a family office entity in Altss research. It does not have a venture capital or private equity structure. The firm originates loans directly to real estate borrowers and offers investment opportunities to third-party investors, but its relationship to any underlying family wealth is not disclosed.
Does Socotra participate in fund commitments or only direct deals?
Socotra originates loans directly to borrowers and also provides investment opportunities for third-party investors. The firm's website invites investors to 'diversify your portfolio and mitigate risk' through its hard money lending platform. It does not appear to participate in external fund commitments or syndicated private credit funds.
What investment stages does Socotra typically target?
Socotra focuses exclusively on short-term real estate lending — fix-and-flip, bridge loans, and rehab construction. Loan terms likely range from months to a few years, as typical for hard money lending. The firm does not engage in equity investing, venture capital, or long-duration private credit.
Which sectors does Socotra explicitly avoid?
Socotra does not publicly list sectors it avoids, but its operations are solely within real estate private credit. The firm does not offer financing for startups, public equities, bonds, or any asset class outside of secured real estate lending. It also does not participate in fund-of-funds or LP commitments.
Where does the underlying wealth come from?
The wealth origin of Socotra's principals is not publicly disclosed. The firm does not identify any founding family or individual. It operates as a private capital provider but has not revealed the source of its balance sheet funding.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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