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).

Current Firm Details
548 Market Street, Suite 60335, San Francisco, CA 94104
https://twitter.com/_adasina
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    112
    ACCOUNTS
  • Average Account Value
    $2,079,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Adasina Social Capital
Showing 1 - 3 of 3 top financial advisors.
1
Renee Morgan, financial advisor Berkeley CA
Renee D. Morgan
CRD#: 4182153
Berkeley, CA

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.

2
Maya Philipson, financial advisor Berkeley CA
Maya J. Philipson
CRD#: 4929979
Berkeley, CA

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.

3
Rachel Robasciotti, financial advisor Berkeley CA
Rachel J. Robasciotti
CRD#: 4334879
Berkeley, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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