Adasina Social Capital
Adasina Social Capital (CRD# 151411) is a financial advisory firm headquartered in San Francisco, CA. They manage $232,900,000 in 112 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management233MILLION
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Total Number of Accounts112ACCOUNTS
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Average Account Value$2,079,464
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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Renee Morgan (CRD# 4182153) is an Investment Advisor Representative working at Adasina Social Capital in Berkeley, CA and has over 23 years of experience in the finance industry.
Maya Philipson (CRD# 4929979) is an Investment Advisor Representative working at Adasina Social Capital in Berkeley, CA and has over 18 years of experience in the finance industry.
Rachel Robasciotti (CRD# 4334879) is an Investment Advisor Representative working at Adasina Social Capital in Berkeley, CA and has over 21 years of experience in the finance industry.