# Adasina Social Capital > Adasina Social Capital is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 7, 2026. - CRD: 151411 - Filed as: ADASINA SOCIAL CAPITAL - Legal name: Robasciotti & Associates , Inc. - Also doing business as: ADASINA SOCIAL CAPITAL - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: San Francisco, CA - Filing period: October 2026 - Form ADV filing dated: July 7, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/151411 - AdvisorCensus page: https://advisorcensus.com/firm/adasina-social-capital-san-francisco-ca-151411 ## Quick answers **How is Adasina Social Capital compensated?** On its Form ADV (Item 5.E, October 2026), Adasina Social Capital reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). **How much does Adasina Social Capital charge?** Its Form ADV Part 2A brochure dated May 13, 2026 states: Hourly rate: $250 to $550 an hour (Financial consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Adasina Social Capital located?** Adasina Social Capital's principal office is in San Francisco, CA, according to its Form ADV. **Is Adasina Social Capital registered with the SEC or a state?** Adasina Social Capital is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 151411. **How much does Adasina Social Capital manage?** Adasina Social Capital reports $320,352,000 in regulatory assets under management in its Form ADV filing dated July 7, 2026 (100% discretionary). **How have Adasina Social Capital's assets and staff changed since 2021?** In the Form ADV data for Adasina Social Capital: Regulatory assets under management: $154,000,000 in the October 2021 data and $320,352,000 in the October 2026 data, up 108%. Total employees: 10 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Adasina Social Capital serve?** By number of clients on Form ADV Item 5.D: high net worth individuals (1); investment companies (1); charitable organizations (1). **Which custodians does Adasina Social Capital use?** Adasina Social Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Adasina Social Capital report any disciplinary disclosures?** Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/151411 **Does Adasina Social Capital state an account minimum?** Its Form ADV Part 2A brochure dated May 13, 2026 says: "Adasina imposes a minimum investment account balance of $1,000,000 per client relationship. However, we may accept clients with smaller portfolios on a case-by-case basis." **What changed in Adasina Social Capital's recent Form ADV filings?** In the August 2026 filing data: Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Hourly charges - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated May 13, 2026) - Account minimum: $1,000,000 > Adasina imposes a minimum investment account balance of $1,000,000 per client relationship. However, we may accept clients with smaller portfolios on a case-by-case basis. - Hourly rate: $250 to $550 an hour (Financial consulting) > Financial consulting services may be charged fixed fees that may range between $1,000 and $50,000; the hourly rate may range between $250 to $550 per hour. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $320,352,000 - Discretionary: $320,352,000 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 0 | $0 | | High net worth individuals | 1 | $3,800,000 | | Banking or thrift institutions | 0 | $0 | | Investment companies | 1 | $262,152,000 | | Business development companies | 0 | $0 | | Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 | | Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 | | Charitable organizations | 1 | $2,900,000 | | State or municipal government entities (including government pension plans) | 0 | $0 | | Other investment advisers | 0 | Not reported | | Insurance companies | 0 | $0 | | Sovereign wealth funds and foreign official institutions | 0 | $0 | | Corporations or other businesses not listed above | 1 | $51,500,000 | | Other | 0 | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Portfolio management for investment companies (and 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 ### Firm details - Registered since: 2018 (8 years) - Employees: 17 total, 5 performing advisory functions - Wrap fee program participation: No - States registered or notice-filed: CA, CO - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - adasina.com - bsky.app/profile/adasina.bsky.social - Facebook @AdasinaSocialCapital - LinkedIn @Adasina-Social-Captial - X @_adasina ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $154,000,000 | 10 | March 30, 2021 | | October 2022 | $44,000,000 | 15 | July 20, 2022 | | October 2023 | $209,500,000 | 17 | August 11, 2023 | | October 2024 | $232,900,000 | 17 | March 26, 2024 | | October 2025 | $283,768,000 | 17 | March 6, 2025 | | October 2026 | $320,352,000 | 17 | July 7, 2026 | Regulatory assets under management: $154,000,000 in the October 2021 data and $320,352,000 in the October 2026 data, up 108%. Total employees: 10 in October 2021 and 17 in October 2026. ## Changes in the filing (last 12 months) ### August 2026 - Updated its list of owners and control persons (Schedule A). ### June 2026 - Updated its list of owners and control persons (Schedule A). ### March 2026 - Regulatory assets under management went from $283,768,000 to $320,352,000 (+13%). ### January 2026 - No longer registered or notice-filed in MA. ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Adasina Social Capital (CRD 151411): Form ADV filing data as of October 2026.