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ADASINA SOCIAL CAPITAL
Legal name: ROBASCIOTTI & ASSOCIATES , INC.
CRD 151411File 801-113385
APPROVED
Retail clients
Filing as of Jul 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$320.4M
Below cohort median (national)
Discretionary AUM
$320.4M
Clients
4
5 accounts
Employees
17
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 4, 2018
- Principal office
- Not reported
- Phone
- 415-986-5500
- Website
- HTTP://WWW.adasina.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $320.4M
- Discretionary AUM
- $320.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 5
- Non-discretionary accounts
- 0
- Total accounts
- 5
- AUM per client
- $80.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $51.5M |
| Investment companies | 1 | $262.2M |
| Charitable organizations | Fewer than 5 | $2.9M |
| High net worth individuals | Fewer than 5 | $3.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 47 | 4 | decreased by43 |
| Mar 1, 2026 | AUM | $283,768,000 | $320,352,000 | increased by$36,584,000 |
| Mar 1, 2026 | Accounts | 47 | 5 | decreased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 17 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 63 | 47 | decreased by16 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $44,000,000 | $283,768,000 | increased by$239,768,000 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 129 | 47 | decreased by82 |
| Apr 1, 2022 | Employees | 10 | 15 | increased by5 |
| Apr 1, 2022 | Clients | 188 | 63 | decreased by125 |
| Apr 1, 2022 | AUM | $154,000,000 | $44,000,000 | decreased by$110,000,000 |
| Apr 1, 2022 | Accounts | 533 | 129 | decreased by404 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ADASINA SOCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ADASINA SOCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.