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SOCORRO ASSET MANAGEMENT
Legal name: SOCORRO ASSET MANAGEMENT, L.P.
CRD 304401File 801-116849
APPROVED
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$497.9M
Above cohort median (national)
Discretionary AUM
$497.9M
Clients
8
8 accounts
Employees
6
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 21, 2019
- Principal office
- 3131 TURTLE CREEK BLVD, SUITE 205, DALLAS, TX, 75219
- Phone
- 214-550-1852
- Website
- http://socorroasset.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $497.9M
- Discretionary AUM
- $497.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 8
- Non-discretionary accounts
- 0
- Total accounts
- 8
- AUM per client
- $62.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $41.3M |
| Insurance companies | Fewer than 5 | $49.1M |
| Charitable organizations | Fewer than 5 | $48.9M |
| Pooled investment vehicles | 1 | $317.0M |
| State or municipal government entities | Fewer than 5 | $41.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 7 | 8 | increased by1 |
| Apr 1, 2026 | AUM | $536,849,464 | $497,869,186 | decreased by$38,980,278 |
| Apr 1, 2026 | Accounts | 7 | 8 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1 | 7 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $670,597,276 | $536,849,464 | decreased by$133,747,812 |
| Apr 1, 2022 | Employees | 5 | 6 | increased by1 |
| Apr 1, 2022 | AUM | $357,715,478 | $670,597,276 | increased by$312,881,798 |
| Apr 1, 2022 | Accounts | 6 | 7 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOCORRO ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOCORRO ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.