Adasina Social Capital

RIASEC RegisteredEst. 2018

Total AUM

$320M

Discretionary

$320M

100% of AUM

Avg account

$64.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 151411
Registered since: June 4, 2018
Website: adasina.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Investment Companies81.83%
Corporations / Businesses16.08%
HNWI1.19%
Charitable Organizations0.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Adasina Social Capital is a corporate, SEC‑registered institutional RIA that began registration in 2018. The firm serves both individual & family clients and institutional investors and operates as a capital allocator, selecting and allocating to third‑party managers on clients’ behalf. Its advisory services include financial planning, portfolio management for individuals, small businesses, institutions and investment companies, selection of other advisers, and educational seminars/workshops. Fee arrangements are flexible and include percentage of AUM, hourly charges, and fixed fees.