SOCRATIC FUND MANAGEMENT, LP

STEAMBOAT SPRINGS, Colorado·4 registered advisors·CRD# 161255
SEC# 801-739011(970) 509-1201
01

Firm Overview

AUM
$43M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at SOCRATIC FUND MANAGEMENT, LP

4 registered advisors
Daniel Mccormick Hurley
STEAMBOAT SPRINGS, Colorado
Gregory Robert Ryan
STEAMBOAT SPRINGS, Colorado
Jonathan William Gibson
STEAMBOAT SPRINGS, Colorado
Todd Douglas Littler
STEAMBOAT SPRINGS, Colorado
05

Office Locations

STEAMBOAT SPRINGS, Colorado
4 advisors

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Data sourced from SEC Form ADV filings. SOCRATIC FUND MANAGEMENT, LP (CRD# 161255) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.