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 an independent registered investment adviser that entered SEC registration in 2018 and is owned by an individual. The firm positions itself as a capital allocator serving both high-net-worth individuals and institutional clients. Its advisory services span financial planning, portfolio management for individuals, small businesses, investment companies and other institutions, manager selection, and educational seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. FINTRX identifies the firm as not an active ESG investor.