Data / Investment advisers / Texas / Socorro Asset Management
Socorro Asset Management, Dallas, TX: $498 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Socorro Asset Management is an SEC registered investment adviser with its main office in Dallas, Texas and reports $498 million in regulatory assets under management in its Form ADV filed March 27, 2026. Its clients include pooled investment vehicles, insurance companies and charitable organizations. It is paid through a percentage of assets under management. It advises 1 private fund.
The request: Watch Socorro Asset Management (CRD number 304401): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 304401
- SEC file number
- 801-116849
- SEC status
- Approved, effective June 21, 2019
- Legal name
- Socorro Asset Management, L.P.
- Main office
- 3131 Turtle Creek Blvd Suite 205, Dallas, TX 75219
- Phone
- (214) 550-1852
- Website
- socorroasset.com
- Regulatory AUM
- $497,869,186 in the Form ADV filed March 27, 2026
- Discretionary AUM
- $497,869,186
- Accounts
- 8
- Employees
- 6, of which 3 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $316,953,515
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 27, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $317 million |
| Insurance companies | 2 | $49.1 million |
| Charitable organizations | 3 | $48.9 million |
| State or municipal government entities | 1 | $41.7 million |
| Corporations or other businesses | 1 | $41.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $497.9 million | March 27, 2026 |
| December 1, 2025 | $536.8 million | March 28, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| BP Capital Energy Advisors, LLC | Dallas | $537.2 million | 6 | adviserinfo.sec.gov |
| Sky Island Capital | Dallas | $533.5 million | 9 | adviserinfo.sec.gov |
| Summit House Capital Management, LLC | Dallas | $518.7 million | 3 | adviserinfo.sec.gov |
| Broadwing Capital Management LLC | Dallas | $513.1 million | 6 | adviserinfo.sec.gov |
| Sabrepoint Capital Management | Dallas | $499.5 million | 1 | adviserinfo.sec.gov |
| RR Advisors, LLC | Dallas | $496.8 million | 8 | adviserinfo.sec.gov |
| Allred Harris Wealth Management. | Dallas | $493.4 million | Not listed | adviserinfo.sec.gov |
| Symmetry Capital Advisors LLC | Dallas | $492.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving insurance companies
- Advisers that manage private funds
- Socorro Asset Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.