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Building 2ADASINA SOCIAL CAPITAL

Map pin
Phone415-986-5500
NotebookSEC #801-113385
Total AUM
$320.4M
Employees
17
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-986-5500
Other Offices
1

ReceiptFinancials

Total AUM
$320.4M
Accounts
5
Discretionary
$320.4M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$3.8M
Investment Company Clients
1
AUM
$262.2M
Charitable Organization Clients
1
AUM
$2.9M
Corporation or Business Clients
1
AUM
$51.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionCompany Portfolio ManagementEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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