Adasina Social Capital
Assets Under Management
$283.8M
Number of Clients
47
Number of Advisors
3
Average Client AUM
$6.0M
AUM per Advisor
$94.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Adasina Social Capital provides institutional investment advisory services (including sub-advisor and model management) and individual client investment management and financial consulting services. They focus on aligning portfolios with social justice values, using community-sourced impact data to set investment standards.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.20% |
Fees on assets above $25,000,000 may be customized and may change on a client-by-client basis.
Fee Estimator
Adasina charges a tiered annual fee for investment management services, prorated and payable monthly in advance. Fees on assets above $25,000,000 may be customized and may change on a client-by-client basis. 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. A minimum investment account balance of $1,000,000 per client relationship is imposed, but smaller portfolios may be accepted on a case-by-case basis.
Areas of Practice
Location
CA, United States