Be advised. This firm is no longer registered.

Socratic Fund Management, LP

Socratic Fund Management, LP (CRD# 161255) is a financial advisory firm headquartered in Steamboat Springs, CO. They manage $140,500,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $28,100,000
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Socratic Fund Management, LP
No Advisor Found.
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