Socorro Asset Management LP
Socorro Asset Management LP is an investment management firm headquartered in Dallas, Texas. Registered with the SEC (CIK: 0001781882), the firm manages a range of equity strategies for institutional clients and pooled investment vehicles. As of early 2025, it employs 6 professionals and is focused on providing active asset management services to insurance companies, government entities, nonprofits, pooled investment vehicles, and corporations. Socorro Asset Management was founded in 2019.
Investment Strategy
Socorro Asset Management LP implements active, discretionary investment strategies with a primary focus on U.S. equities. The firm manages diversified portfolios for institutional and pooled fund clients, aiming for superior risk-adjusted returns by employing both quantitative and qualitative research techniques. Holdings are spread across major sectors and include large-cap companies, with frequent position adjustments based on proprietary analysis. Their investment approach emphasizes risk management and capital preservation while seeking opportunities for capital appreciation.
Top Holdings
Equity Positions (31)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
T TXN | TEXAS INSTRS INC | 4.63% | $13.9M | 66,750 | $175.80 | $207.62 | +$2.2M |
M MS | MORGAN STANLEY | 4.45% | $13.3M | 94,697 | $94.03 | $140.86 | +$1.6M |
S SRE | SEMPRA | 4.21% | $12.6M | 166,384 | $69.41 | $75.77 | +$2.4M |
J JPM | JPMORGAN CHASE & CO. | 4.08% | $12.2M | 42,109 | $151.95 | $289.91 | +$2.3M |
F FERG | FERGUSON ENTERPRISES INC | 3.73% | $11.2M | 51,298 | $193.97 | $217.75 | +$3.2M |