ADASINA SOCIAL CAPITAL

ROBASCIOTTI & ASSOCIATES , INC.

CRD 151411 · SEC 801-113385

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$320.4M

Discretionary AUM

$320.4M

Team

17 total employees; 5 advisory reps; 5 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-13

Disciplinary history

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Services

Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

Type	Clients	AUM
High net worth individuals	1	$3.8M
Investment companies	1	$262.2M
Charitable organizations	1	$2.9M
Corporations/business entities	1	$51.5M

All web addresses on file

Official SEC filing: View on IAPD