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
Adasina Social Capital provides investment management and financial consulting services to individuals, families, and institutions. They focus on aligning portfolios with social justice values, using community-sourced impact data to inform investment decisions. Services include discretionary investment management and financial consulting on an hourly or fixed-fee basis.
| 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.
CA, United States