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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.
Overview
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
RIA
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.
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.
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.
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