Penserra Capital Management LLC
Firm details
- Headquarters
- Orinda, California
- CRD number
- 159042
- Registered since
- October 27, 2014
- Website
- penserra.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Penserra Capital Management LLC is an SEC-registered institutional RIA formed in 2014 and organized as a limited liability company. The firm serves institutional clients and is owned by a combination of a domestic entity and an individual. Its advisory work includes portfolio management for investment companies, and it also operates in capacities described as a CPO or CTA. Fee arrangements include a percentage-of-assets model alongside fixed-fee engagements. Penserra is not positioned as a capital allocator, does not report active ESG investing, and is not registered as a multi-state adviser. The firm lists affiliations with a broker-dealer and other investment adviser entities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Lee Geiger
Chief Compliance OfficerCRD 1552293
Jorge Madrigal
Founder and Chief Executive OfficerCRD 3204950
Dustin Lewellyn
Chief Investment OfficerCRD 4211012
Contacts
3 of 5
Ernesto Tong
Managing DirectorCRD 5414392
Amy Alba
Operations AssociateCRD 7327672
Katherine Drury
Compliance OfficerCRD 7920456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 74Active vs passive
$2.2B in ETFs
32%
$696M
59%
$1.5B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $89.8M | 1,021,646 | 4.17% |
Location
Orinda, CA
Contra Costa
Location
Orinda, CA
Headquartered in Orinda, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Contra Costa
- Address
- 4 Orinda Way
- Time zone
- PT (UTC-8)
- Office locations
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