Firm profile

ADASINA SOCIAL CAPITAL

CRD 151411Latest ADV February 12, 2026

Adasina Social Capital is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 12, 2026, reports $320M in regulatory assets under management, 17 employees, 1 office, and 5 accounts.

Assets Under Management
$320M
Employees
17
Offices
1 office
Total Clients
<5
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJulianne Zimmerman
CEORachel J. Robasciotti
CCOMaya J. Philipson

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentHNWI represent 25.0% of total clients.
Top client categories% of clientsClients
1
HNWI
25.0%
1
2
Investment Cos.
25.0%
1
3
Charitable
25.0%
1
4
Corporations
25.0%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$320Mas of February 12, 2026
Discretionary100.0%
$320M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$320M
Total Accounts5
10Y AUM Change+$198M (+162.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee0:1
10Y Employee Change+11 (+183.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.