SOCOTRA MANAGEMENT, INC.
CRD #328954 SEC #801-130715 SACRAMENTO, CA 916-617-2221
SEC Registered Private Funds
Total AUM
$403.1M
Discretionary
$403.1M
Employees
3
Clients
0
Accounts
5
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Cotter, Paul, Richard | I | CHIEF OPERATING OFFICER | NA | Control |
| Cotter, Paul, Richard | I | CHIEF OPERATING OFFICER | NA | Control |
| Cotter, Paul, Richard | I | CHIEF OPERATING OFFICER | NA | Control |
| Ingoglia, Anthony, Charles | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | NA | Control |
| Ingoglia, Anthony, Charles | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | NA | Control |
| Ingoglia, Anthony, Charles | I | CHIEF COMPLIANCE OFFICER & CHIEF STRATEGY OFFICER | NA | Control |
| Sbeih, Adham, Ramsay | I | CHIEF EXECUTIVE OFFICER | E | Control |
| Sbeih, Adham, Ramsay | I | CHIEF EXECUTIVE OFFICER | E | Control |
| Sbeih, Adham, Ramsay | I | CHIEF EXECUTIVE OFFICER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Sbeih, Adham, Ramsay | I | Sbeih, Adham, Ramsay | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (1)
CA
Address
2208 29TH ST.SUITE 100
SACRAMENTO, CA 95817
United States
Phone: 916-617-2221